captrust

Captrust seeks a full-time Corporate Counsel Employment to advise on nationwide employment matters. You will partner with Human Resources and leadership to balance risk with business needs and guide on contracts, compliance, and investigations.The role requires JD, US bar admission, and 5–8 years of employment law experience, including multi-state...

CAPTRUST is seeking an experienced Product Manager to lead the Dynamics 365 Finance & Operations platform, guiding enhancements, integrations, and financial process modernization. You will partner with IT, Finance, and Operations to set priorities and drive delivery while leveraging AI opportunities and a data-driven mindset.The role emphasizes strategic...

Overview WHO are we looking for? An Associate Technology Operations Technician who provides foundational technical support for the technology needs of 2000+ employees under the guidance of senior team members. This role focuses on learning, executing standard procedures, and gaining hands-on experience with enterprise IT infrastructure. Support day-to-day...

Captrust seeks a Senior Associate Hardware & Integration Technician to provide advanced end-user support and lead endpoint deployment services for 2000+ employees. You’ll own ticket queues, escalate as needed, and support device lifecycle activities across multiple sites. You will troubleshoot Windows 11 and Microsoft 365, manage imaging/provisioning, and...

CAPTRUST is seeking a Client Management Associate II to support Client Management Consultants in delivering exceptional client service. You will assist with day-to-day tasks, project support, and research, helping resolve moderately complex issues.The role involves preparing quarterly reviews, maintaining client records in CAPConnect, and supporting...

CAPTRUST seeks an experienced Corporate Counsel Employment to join its internal legal team in Raleigh, NC. You will provide practical, business-oriented legal advice on a broad range of employment matters and work closely with Human Resources, leaders, and executive management to balance risk with business objectives.The role covers all facets of employment...

WHO are we looking for? CAPTRUST is offering a paid Wealth Management Internship in our Boston, MA office that will provide exposure to the inner workings of a wealth management firm. The CAPTRUST internship program is project-based and educational in nature. The internship program provides real-world exposure to a professional financial services...

CAPTRUST is looking for experienced Financial Advisors in Richmond, VA to join a thriving team. You will focus on expanding a $1 million+ institutional consulting practice, managing a diverse portfolio of retirement plan clients, and securing new contracts annually.With a culture that promotes personal growth, you can expect a supportive environment,...

CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to...

Overview WHO are we looking for? CAPTRUST seeks a dynamic Financial Advisor Relationship Manager – Planner, who will lead and support existing and new client relationships to provide world-class service.The position is located in Boston, MA. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm....

Overview WHO are we looking for? CAPTRUST is seeking a Wealth Financial Planning Client Associate who will work closely with an experienced Wealth Advisor team to prepare for discovery, planning, and confirmation meetings, with the goal of securing a high volume of new client wins. Candidate will deliver high client service, work to improve productivity and...

Responsibilities CAPTRUST is seeking a Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests Work closely with CMCs to prepare quarterly reviews, proposals, and other client-related materials, this includes proofreading the documents,...

CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You will provide comprehensive financial planning, investment management solutions, and risk management to retirement plan participants, individual investors, families, and business owners.Join CAPTRUST to develop client relationships, deliver ongoing...

Overview WHO are we looking for? CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management...

CAPTRUST is seeking a Financial Advisor specializing in Endowments and Foundations to develop client relationships and provide fiduciary advice. With expectations of at least $150,000 in new contracted revenue, candidates should have a Bachelor's degree and substantial experience in the financial services industry. This role offers a competitive salary and...

Director, Partnerships San Francisco, CA Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent...

WHO are we looking for? Responsibilities CAPTRUST is seeking a Client Management Associate II who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management...

CAPTRUST in Raleigh seeks a Senior Client Management Associate to support Client Management Consultants with day-to-day client service, research issues, and project tasks, including preparing materials and reviews.The role requires a four-year degree and 3+ years in wealth management. You’ll use CAPCONNECT and SharePoint, handle onboarding, and help with...

CAPTRUST is seeking a Client Management Associate II to provide day-to-day support to the Wealth Client Service team and assist Client Management Consultants (CMCs) in delivering excellent client service. You will help prepare quarterly reviews, manage client materials, and maintain client data in CAPConnect CRM.The role requires a four-year degree or 2+...

CAPTRUST in Leawood, Kansas is seeking a part-time Accountant to manage full cycle accounting for the Leawood advisory team and clients. You will prepare financial statements, process accounts payable and receivable, and oversee month-end close with accuracy and integrity. The role requires 3+ years of accounting experience, strong Excel skills, and...