Institutional Client Management Consultant CAPTRUST is seeking an Institutional Client Management Consultant who will work with one to several financial advisors to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment
Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage
Wealth Client Management Consultant CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills,
Client Management Associate II 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
Team Lead CAPTRUST is seeking a Team Lead with our Administrative Professionals team who will provide coaching and leadership for a team of regional and home office Administrative Professionals. This is a full-time permanent position working Monday
Senior Institutional Relationship Management Associate CAPTRUST seeks a dynamic Senior Institutional Relationship Management Associate who will provide high-level service to new and existing institutional retirement plan clients. A competitive salary is offered for this role as well
Senior Client Management Associate CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing excellent client service.
Senior Client Management Associate CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing excellent client service.
Wealth Relationship Manager Associate A dynamic, energetic Wealth Relationship Manager Associate who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management and institutional advisory team in
Administrative Assistant CAPTRUST is seeking a part-time Administrative Assistant who will provide general office support with a variety of activities and related tasks. The hours are approximately Monday through Friday 9:30am - 3:00pm but can be adjusted
Business Development Financial Advisor CAPTRUST is seeking a dynamic Business Development Financial Advisor who will assist in bringing in new clients through our custodial distribution channels. A competitive salary is offered for this role as well as
Senior Business Analyst The Senior Business Analyst supports initiatives across the firm, working closely with the Product Management team, software delivery teams, and business stakeholders. The role emphasizes analytical problem solving, deep process understanding, and data
Senior Financial Advisor CAPTRUST is seeking a Senior Financial Advisor who will provide high-quality service to new and existing institutional retirement plan clients. A competitive salary is offered for this role as well as excellent career growth
Financial Advisor Relationship Manager CAPTRUST is seeking a Financial Advisor Relationship Manager to help build and be part of a very successful wealth management practice with team assets currently exceeding $50 billion. Youll provide comprehensive financial planning,
Legal Operations Manager CAPTRUST is seeking a Legal Operations Manager to support the legal departments functions and manage key processes that are critical to the legal department including law firm billing procedures and practices, department measurement and
Business Development Senior Associate The Advisor Group is in search of a Business Development Senior Associate to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization. The Business
Senior Institutional Associate CAPTRUST is seeking a Senior Institutional Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource
Senior Compliance Manager We are looking for a Senior Compliance Manager who will be responsible for leading the broker-dealer registrations and licensing compliance program for the firm. This role includes managing adherence to SEC, FINRA, and
Wealth Client Management Consultant CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills,
Compliance Analyst CAPTRUST is seeking a Compliance Analyst to join our Compliance Team. You will work with the Director of Compliance to maintain and implement the compliance program for an established federally registered investment advisor (RIA) and