Captrust Corp jobs in Raleigh, NC

- 21 jobs

Quality Assurance Manager
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? CAPTRUST is seeking a dynamic Quality Assurance Manager to lead and grow a high-performing QA team responsible for ensuring the quality of mission-critical software solutions. This leader will work in close partnership with the Software Engineering Director to deliver excellence in software, champion agile practices, and foster a culture of continuous improvement and innovation. Responsibilities Leadership & Strategy Lead, mentor, and inspire the QA team, promoting a culture of accountability, learning, and professional growth. Collaborate with the Software Engineering Director and CTO to define and execute the quality strategy aligned with business and technology objectives. Champion agile methodologies, DevSecOps culture, and continuous delivery within the QA function. Build strong relationships with engineering, product, and business leaders to ensure quality is embedded throughout the development lifecycle. Quality Assurance & Technical Oversight Develop and implement robust QA standards, frameworks, and best practices for manual and automated testing. Guide the team in creating and maintaining test strategies, plans, and cases in partnership with developers, business analysts, and project managers. Oversee test execution, results documentation, and continuous refinement of test approaches based on feedback and changing priorities. Automation & Test-Driven Development Drive the adoption of test automation across all QA activities, ensuring automation is a core pillar of the quality strategy. Lead the design, development, and maintenance of a comprehensive automated test suite using Playwright, covering web applications, APIs, and critical business workflows. Partner with software engineers to foster a culture of test-driven development (TDD), providing guidance and support as teams transition to writing automated tests as an integral part of the development process. Evaluate and implement best-in-class automation frameworks and tools, continuously improving test coverage, reliability, and execution speed. Monitor automation effectiveness, analyze test results, and drive continuous improvement in automation practices. Mentor and upskill QA team members and software engineers in automation techniques, Playwright scripting, and TDD principles. Agile & Cross-Functional Collaboration Act as a key partner in agile ceremonies (sprint planning, backlog grooming, retrospectives), ensuring QA is integrated into all phases of the SDLC. Promote shared accountability for quality and delivery across development and QA teams. Serve as a liaison between QA, engineering, and non-technical stakeholders, translating business needs into actionable quality objectives. People Leadership & Development Recruit, develop, and retain top QA talent. Provide coaching, mentorship, and performance management for QA staff. Identify training needs and create career development opportunities. Qualifications Minimum Qualifications: 5+ years of experience in Quality Assurance, with at least 2 years in a leadership role. Bachelor's Degree or equivalent work experience. Experience managing and developing teams in an agile environment. Desired Qualifications/Skills: Strong understanding of agile methodologies, test-driven development, and SDLC best practices. Experience with test automation frameworks and tools (e.g., Azure DevOps, typescript test management tools (e.g.Playwright, Selenium,etc ). Familiarity with Microsoft Dynamics CE (CRM), Azure, and financial services/capital markets. Proficiency in SQL, Web API testing, and automated test suite maintenance. Excellent communication skills, able to convey technical concepts to non-technical audiences. Commitment to continuous improvement, innovation, and cross-functional collaboration. WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior This position will remain open until fille
$74k-106k yearly est. Auto-Apply 22d ago
Institutional Client Management Associate
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? CAPTRUST is seeking an Institutional Client Management Associate (CMA) to 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 or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. Primary responsibilities may include the following, among others: Responsibilities Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in managing their book of business by ensuring service needs are carried out with the highest level of attention and in a timely manner. Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations. Oversee critical maintenance/organization of system files, records, and assist with new client onboarding. Aid in the retention of existing client relationships by applying the highest level of service to all questions, requests, and deliverables. Establish and develop relationships with FA service team and internal business partners. Coordinate and manage the efforts of internal business partners to ensure appropriate recommendations for each client. Assist in quarterly data collection, auditing, and input of system data. Perform other duties and special projects independently or with a team as required by Financial Advisor Service Team or the Institutional Client Services department. Qualifications Minimum Qualifications: Completion of a four-year college degree in the following areas: Business Administration, Statistics, Finance, or Economics 1-3 years of industry related experience Strong desire to work in the financial industry Technical proficiency in navigating CRM system, Microsoft Excel, PowerPoint, OneNote, Adobe and Nitro Desired Qualifications/Skills: Excellent oral and written communications skills Exceptional attention to every detail and a personal ambition to be error-free Extremely organized; enjoys keeping accurate and detailed records Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions High standards of professionalism (dress, manners, conduct, speech) Positive attitude and a team player Self-motivated and able to work well independently AND with others Excellent math skills and the ability to grasp financial/investment concepts Flexible with changes in priorities and able to handle the pressure of short deadlines Strong time-management skills; maintains a personal calendar/task planner system WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? We have openings in the following CAPTRUST office locations: 4201 Congress St #160 | Charlotte, NC 28209 Or 4208 Six Forks Rd #1700 | Raleigh, NC 27609 Or 400 North Tampa St #1800 | Tampa, FL 33602 HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #entry This position will remain open until filled.
$63k-110k yearly est. Auto-Apply 35d ago
Defined Contribution Associate
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? CAPTRUST is seeking a Defined Contribution Associate will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment-related projects and deliverables for prospective and existing clients. The Defined Contribution Associate will also assist with internal Defined Contribution projects and initiatives. Additionally, the Defined Contribution Associates will assist with identifying ways to create and document process efficiencies to improve client deliverables and client experience. Responsibilities Work with our financial advisors, client services, and occasionally directly with firm clients to: Scope/fulfill investment-related projects and deliverables for defined contribution prospects and clients Manage projects and deadlines with the Defined Contribution team and review deliverables for completeness and accuracy before providing to client services/advisors Assist with defined contribution or firm-level strategic projects; collaborate intra- and interdepartmentally Identify and focus on opportunities to enhance or improve the efficiency of team deliverables/operations Assist with due diligence and coverage for defined contribution-related investments/programs Assist with asset class, industry, and economic research related to defined contribution May perform other duties as assigned Qualifications Minimum Qualifications: Completion of a four-year college degree - Business Administration, Finance, Economics, or Accounting preferred Desired Qualifications/Skills: Strong communication skills, both written and verbal Collaborative and team-oriented Strong attention to detail Ability to manage multiple assignments, set priorities, and adapt to changing assignments Significant experience with Microsoft products, especially Excel, PowerPoint, and PowerBI WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with a commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL)s WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 Due to the nature of the role, this is not a remote or work from home position, however there is flexibility. HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate This position will remain open until filled.
$36k-78k yearly est. Auto-Apply 56d ago
Institutional Reporting Operations Senior Associate
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? CAPTRUST is seeking an Institutional Reporting Operations Senior Associate who will work with client service professionals, investment consultants, reporting focused teams, and our retirement plan providers to oversee and execute on the firm's institutional client processes. The Institutional Reporting Operations Team falls under the greater Institutional Client Services and Operations umbrella. Our team specializes in the centralized process of preparing, cleansing, and importing data in bulk to our CRM to create accurate and scalable client deliverables. We act as a liaison between our data providing vendors, business analyst teams, investment research teams, and client service professionals by facilitating the logistical aspects that are required to ensure the timely delivery and accuracy of client facing reports. The Senior Associate will be responsible for quarterly institutional reporting and the troubleshooting of reporting errors. This individual will evaluate current processes, recommend improvements, document procedures, and educate other CAPTRUST team members on both existing and new procedures. Success in this position requires the ability to thrive in a fast-paced environment, maintain exceptional attention to detail, and demonstrate strong organizational and interpersonal skills. Primary responsibilities may include the following, among others: Responsibilities Work with teammates to execute the quarterly market value and investment reporting processes within Institutional Operations Import quarterly market value data into our Dynamics 365-based CRM Process workflows to reflect investment changes in our CRM Work closely with client service, consulting teams, and retirement plan provider partners Drive process improvements by identifying operational inefficiencies and documenting/promoting best practices Strengthen Data Integrity/Data Health Qualifications Minimum Qualifications: Bachelor's degree or equivalent experience in associated field of study or equivalent combination of training and experience required Minimum of 3 years' experience working in operations, back office, or client service within the financial services industry Retirement plan experience preferred Desired Qualifications/Skills: High level of experience with Microsoft Office products, specifically Excel Knowledge/experience with Power Query is highly desirable Experience with Dynamics 365 CRM Strong organizational skills Self-starter that can prioritize and re-prioritize with little supervision Good communication skills, especially over the phone and via email Detail oriented Ability to form strong relationships across the organization and with contacts at vendor partners Works well in a team environment WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 or 4201 Congress St #160 | Charlotte, NC 28209 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way , an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate This position will remain open until filled.
$75k-114k yearly est. Auto-Apply 8d ago
Quality Assurance Associate
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? CAPTRUST is seeking a Quality Assurance Associate who will be responsible for designing and implementing tests, debugging and defining corrective actions. The QA Associate will also review system requirements and track quality assurance metrics. This role includes participating in the software development life cycle (SDLC) and communicate with the Business Analysts and other project team members. This individual must be highly motivated, detailed oriented and continues to build our complete QA program that not only safeguards the quality of our software, but also foster a “quality culture” within the organization. Responsibilities Collaborate with developers, product owners, and business analysts during sprint planning and refinement to ensure clear, testable requirements Design, execute, and maintain manual and automated test cases aligned with agile practices Participate in daily stand-ups, sprint reviews, and retrospectives to provide QA insights and advocate for quality improvements Track and report quality metrics, including defect trends and test coverage, using agile tools (e.g., Azure DevOps) Document QA activities and maintain compliance with internal standards and audit requirements Support continuous integration and delivery (CI/CD) pipelines by validating builds and deployments Pursue ongoing learning in agile testing methodologies, automation frameworks, and emerging QA tools Qualifications Minimum Qualifications: 1-2 years of experience in software quality assurance or testing. Basic understanding of the SDLC and agile methodologies (Scrum or Kanban). Strong attention to detail and problem-solving skills. Desired Qualifications/Skills: Experience writing SQL queries for data validation. Familiarity with Azure DevOps or similar agile project management tools. Exposure to Microsoft Dynamics CRM or financial industry applications. Knowledge of test automation tools (e.g., Selenium, Playwright) is a plus. WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate This position will remain open until filled.
$48k-69k yearly est. Auto-Apply 6d ago
Accounts Payable Associate
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? CAPTRUST is seeking an Accounts Payable Associate who will be responsible for processing vendor invoices and payments along with assisting in expense report processing. The AP Associate should have good communication skills as they will work closely with all employees and with outside vendors. As part of the Finance Team, you will be able to impact efficiency and to provide ideas for process improvements. Our ideal candidate will have Concur experience and will be comfortable working with others. He/She/They will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative, and accountable while performing under tight deadlines. Primary responsibilities may include the following, among others: Responsibilities Full-Cycle Invoice Processing: Manage the full cycle of accounts payable, including the timely and accurate processing of vendor invoices, employee expense reports, and other payment requests Verification and Approval: Review invoices and payment requests for accuracy, completeness, and compliance with company policies. Obtain necessary approvals and ensure proper documentation is maintained Vendor Management: Maintain vendor relationships, including communication regarding invoice discrepancies, payment inquiries, and account reconciliation Payment Processing: Prepare and process vendor payments via check, ACH, wire transfer, or other payment methods. Ensure payments are processed in accordance with payment terms and deadlines Account Reconciliation: Reconcile accounts payable transactions and vendor statements to ensure accuracy and resolve discrepancies in a timely manner Process Improvement: Identify opportunities for process improvements to streamline accounts payable processes, enhance efficiency, and strengthen internal controls Qualifications Minimum Qualifications: Bachelor's degree in accounting 1 to 3 years of accounting experience required Desired Qualifications/Skills: Intermediate level experience with Microsoft products specifically Excel/PowerPoint Strong organizational skills Self-starter and can prioritize and re-prioritize with little supervision Detail oriented WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate This position will remain open until filled.
$32k-41k yearly est. Auto-Apply 37d ago
Corporate M&A Counsel
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? We are seeking a full-time Corporate M&A Counsel experienced in transactional matters to join our internal legal team. The successful candidate will focus on leading the legal due diligence for acquisitions, serving as lead counsel or part of legal team on all acquisitions and assisting with drafting, negotiating, and reviewing ancillary documents as needed. This role works closely with our M&A and integrations teams and requires a general understanding of various aspects of our business. As counsel, you will provide practical legal advice across business lines while mitigating legal risks for the company. The role will include responsibility for coordinating matters with external counsel and internal stakeholders. Our ideal candidate is comfortable working with all levels of management to gain an in-depth understanding of our strategy and services. The candidate will maintain the highest professional and ethical standards, have excellent time management, organization, and decision-making abilities, be able to work autonomously, prioritize projects and deadlines, be collaborative, and accountable while performing in a fast-paced and evolving environment. Responsibilities Work with the business teams on structuring the transaction Draft, review, and negotiate transactional documents, including non-disclosure agreements, letters of intent, term sheets, purchase agreements, disclosure schedules, as well as ancillary transactional documents independently and in coordination with outside counsel Lead due diligence efforts to assess the legal, financial, and operational aspects of target companies including coordinating inter-disciplinary internal diligence teams Conduct legal research and analysis to identify potential risks and legal issues associated with proposed transactions; and assist in the integration process after an acquisition is completed. Qualifications Minimum qualifications: Juris Doctorate from accredited law school Licensed to practice and in good standing in applicable jurisdiction 6+ years of law firm or in house experience or functioning at the senior associate level Experience in corporate transactions including mergers and acquisitions Sound business judgment and an ability to balance legal risks and business goals A willingness to learn the business and build strong relationships with internal stakeholders and transaction parties. Desired Qualifications/Skills: Strong project management skills and ability to complete projects with minimal supervision under tight timelines and occasionally competing priorities Prior experience representing strategic acquirers Prior financial services industry experience and experience supporting fast-growing, highly entrepreneurial companies are a significant advantage WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods Paid time off (PTO) or Paid Sick Leave (PSL)s WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 OR Any CAPTRUST Office Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way , an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior This position will remain open until filled.
$104k-150k yearly est. Auto-Apply 24d ago
Security Operations Engineer
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? We are seeking an experienced and motivated Security Operations Engineer to join our cybersecurity team. This mid-level role is designed for professionals with 3-5 years of hands-on experience in Security Operations Center (SOC) activities, incident response, and network security. In addition to traditional SOC duties, this role will also take ownership of telecom systems and enterprise collaboration platforms, ensuring their availability, security, and compliance. The Security Operations Engineer will play a key role in threat detection, incident handling, and continuous improvement of security processes, while mentoring junior team members. Responsibilities Security Monitoring & Analysis: Monitor, analyze, and correlate alerts, events, and logs from SIEM and other security tools. Perform advanced triage and initial investigation of security events to determine severity and business impact. Recommend immediate containment and remediation actions, escalating high-severity incidents when necessary. Incident Response: Lead investigations of moderate to complex security incidents, including evidence collection and documentation. Contribute to containment, eradication, and recovery activities in coordination with senior engineers. Conduct root cause analysis and provide recommendations to prevent recurrence. Participate in post-incident reviews and help implement process improvements. Networking & Infrastructure Support: Monitor, configure, and maintain network security devices such as firewalls, switches, and routers. Troubleshoot and resolve connectivity and security-related network issues. Document and maintain accurate records of network and infrastructure changes. Telecom & Collaboration Platforms: Administer and monitor telecom systems and enterprise collaboration platforms. Implement security controls, access policies, and monitoring to ensure platform integrity. Investigate and remediate suspicious activities within communication and collaboration environments. Partner with IT and vendors to improve reliability, compliance, and resilience of communication systems. Provide guidance and training to end users on secure practices. Threat Detection & Intelligence: Integrate threat intelligence feeds into monitoring processes. Proactively hunt for indicators of compromise (IOCs) across systems and networks. Share actionable intelligence with internal teams to improve detection and defense. Vulnerability Management: Analyze vulnerability scan results, assess business risk, and recommend remediation priorities. Work with system and application owners to remediate vulnerabilities in a timely manner. Contribute to reporting and dashboards for vulnerability management metrics. Qualifications Bachelor's degree in Cybersecurity, Information Technology, or related field (or equivalent experience). 3-5 years of experience in SOC operations, incident response, or network/security engineering. Demonstrated experience supporting telecom and/or collaboration platforms. Desired Qualifications/Skills: Proficiency with SIEM tools (e.g., Splunk, Microsoft Sentinel, QRadar). Strong understanding of network protocols, routing, and switching. Hands-on experience with firewalls, IDS/IPS, and endpoint detection solutions. Familiarity with telecom protocols and enterprise collaboration technologies. Solid knowledge of incident response processes and playbooks. Scripting or automation skills in Python, PowerShell, or Bash are a plus. Strong analytical, troubleshooting, and communication skills. WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate This position will remain open until filled.
$63k-111k yearly est. Auto-Apply 24d ago
Financial Advisor - Endowments and Foundations
Captrust 3.6
Captrust job in Raleigh, NC
Who Are We Looking For? Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments, foundations, institutional asset pools, 401(k), 403(b), defined benefit, and non-qualified plans. We focus on the “mid-market" with assets between $5 million and $250 million. Responsibilities Develop Client Relationships: Secure at least $150,000 in new contracted revenue annually. Deliver Presentations: Present to individuals and committees with confidence and clarity. Prospect Meetings: Schedule and attend a minimum of three prospect meetings per week. Cross-Sell Services: Introduce and sell additional CAPTRUST services to existing clients. Build Referral Networks: Develop strong relationships with Centers of Influence (COIs) and other referral sources. Provide Fiduciary Advice: Offer expert fiduciary advice to your client base. Conduct Reviews: Perform and document quarterly portfolio and plan reviews. Educate Participants: Deliver educational programs and advice to plan participants. Support Governance: Provide fiduciary and governance support to investment committees and boards. Travel: Be prepared to travel as needed. Qualifications Education: Bachelor's degree required; majors in Business Administration, Marketing, or Finance preferred. Experience: At least 5 years of direct selling experience in the financial services industry, specifically endowments and foundations. Skills: Exceptional oral and written communication skills, high professionalism, and the ability to work independently. Licenses: Securities licenses such as Series 65, 66, 7. Technical Proficiency: Strong skills in Microsoft Office, especially Excel, and experience with Client Relationship Management (CRM) software. WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Employee ownership opportunities. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL). Compensation: Long term and unlimited based on production! To start, salary range $100,000 to $130,000 (plus bonus) depending on experience and geography. As your practice grows, your salary will be maintained for two years transitioning to a production-based payout in year three. Salary will be replaced by payout on production in year three. Long-term, the upside opportunities are at the top of the financial services industry - including equity ownership. Come build your business within the CAPTRUST framework! Also interested in advisors with books of business and willing to grow. Compensation relative to experience. HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. This is a posting for a general FA applicant pool. this posting has no closing date. #executive
$100k-130k yearly Auto-Apply 59d ago
2026 Raleigh Summer Internship
Captrust 3.6
Captrust job in Raleigh, NC
CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families. CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation. We are building a world class organization “one brick at a time.“ Summer Internship Overview: The summer internship program at CAPTRUST is a world-class experience that provides exposure to the inner workings of an investment advisory firm. All interns will receive department specific work in addition to participating in several other activities such as: Weekly speakers covering a broad spectrum of relevant business knowledge like resume building and interview skills, goal setting and career planning, and general professionalism Panels featuring various employees, including former interns and leaders of our Inclusion and Diversity Committee and Employee Resource Groups Social events that allow networking across departments One on one mentorship program with a CAPTRUST colleague Shadowing opportunities outside of your department Learn more: Internships at CAPTRUST Location: 4208 Six Forks Rd Ste 1700 | Raleigh, NC 27609 #onsite Departments Available for Internships: Please click here for a description of each department and what you might expect! Corporate Services: Compliance, Data Analytics and Reporting, Finance, Human Resources/Recruiting, IT Application Development, IT Infrastructure, IT Security and Network, Legal, Project Management Institutional Group: Asset/Liability, Defined Contribution, Executive Benefits, Institutional Client Service, Institutional Operations, Vendor Analysis Investment Group: Investment Research, Portfolio Trading and Implementation Marketing: Business Development, Communications, Marketing Wealth Management Group: Participant Advisory Services, Wealth Client Service, Wealth Operations, Wealth Planning Responsibilities Assist in research of funds and investment options Assist with printing, binding client reviews Compile information/internal reports for wealth and institutional clients Assist on various CAPTRUST projects May work in the following departments based on need: Client Services, Finance, Human Resource, Information Technology, Investment Research, Marketing, Participant Advice Qualifications Minimum Qualifications: Actively pursuing four-year college degree - rising junior or senior - (preferred) Business Administration, Statistics, Economics, Finance, Human Resources, Information Technology Highly Desired Qualifications/Skills: Prior experience preferred; previous experience in the investment industry is a plus Strong proficiency in Microsoft Office, especially Microsoft Excel Exceptional oral and written communications skills A high standard of professionalism (dress, manners, conduct) Proactive and meets deadlines EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #internship This position will remain open until filled.
$27k-34k yearly est. Auto-Apply 51d ago
Data Engineering
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? CAPTRUST is seeking a Data Engineer to design, build, and maintain a scalable, high-quality data infrastructure enabling scalable analytics, self-service reporting, and AI-powered solutions across the firm. This role is ideal for an experienced professional with a passion for developing innovative data products, pipelines, and solutions. The Engineer will collaborate with stakeholders across departments to design scalable data solutions, enhance data quality, and optimize data-driven processes to support business objectives. Responsibilities Design, build, and maintain scalable data products in Microsoft Fabric, including data pipelines, lakehouses, warehouses, and semantic models Support AI/ML workflows by delivering metadata-enriched, well-documented data products for feature engineering, integrating with machine learning pipelines, and enabling model monitoring Ensure data quality and consistency through profiling, validation rules, and integration of data quality standards into development workflows Optimize existing ETL processes for performance, reliability, and cost effectiveness Implement automated workflows and orchestration logic to ensure timely, repeatable, and cost-effective data delivery across the organization Integrate metadata management practices, supporting discovery, lineage, and cataloging Collaborate with data analysts, citizen developers, and key stakeholders to design data models and data products, championing data best practices and influencing CAPTRUST's data culture Qualifications Minimum Qualifications: Bachelor's degree in data analytics, computer science, information systems, or a related field (or equivalent work experience) 8 years of experience in data engineering, data science, or analytics role Advanced proficiency in SQL, Python, with hands-on experience with data modeling, ETL processes, and data pipeline development Experience with Microsoft Fabric or similar platforms, including dataflows, lakehouses, warehouses, and pipelines Understanding of metadata and governance frameworks to support secure, discoverable, and documented data assets Ability to manage multiple projects, prioritize tasks, and meet deadlines in a fast-paced environment Strong business acumen and problem-solving skills, with the ability to connect data products to business outcomes Desired Qualifications/Skills: Strong problem-solving skills and attention to detail Excellent communication skills, with the ability to translate complex data insights into business-friendly recommendations Experience working with CRM systems (e.g., Microsoft Dynamics) Familiarity with semantic modeling for Power BI and other business intelligence tools Ability to work independently and proactively, while also being a strong team player Demonstrated ability to drive process improvements and enhance data-driven decision-making within an organization High standard of professionalism, integrity, and accountability WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Employee ownership opportunities Brick Bonus success sharing program Comprehensive health coverage + Personify Health wellness platform 401(k) program with a 5% employer match + financial planning for colleagues WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior This position will remain open until filled.
$85k-119k yearly est. Auto-Apply 60d+ ago
Corporate Services Program Manager
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? CAPTRUST is seeking an experienced Program Manager to oversee projects within our Corporate Services business line. This role focuses on enhancing services and ensuring operational excellence for teams including Human Resources (HR), Compliance, Legal, Risk, Finance, Facilities, and Information Technology (IT). The Program Manager will ensure projects are completed on time, within budget, and to high standards. They will coordinate efforts, manage interdependencies, and streamline processes for growth. By aligning projects with strategic goals, the Program Manager will drive efficiency, manage risks, and facilitate scalable growth. Acting as a central communication point for stakeholders, the Program Manager will ensure transparency and alignment, enabling the firm to adapt and pivot strategies effectively. This role will require excellent relationship management skills, and the ability to lead cross-functional initiatives that enhance organizational effectiveness. Responsibilities Oversee the corporate services business line program to enhance services by improving processes and back-office operations Ensure all projects contribute to the company's strategic goals Develop comprehensive program plans, timelines, and milestones for various initiatives within the Corporate Services business line Efficiently allocate resources to ensure optimal productivity and success across multiple departments Lead and motivate project teams, fostering collaboration and communication Serve as the primary point of contact for stakeholders, providing regular updates and addressing concerns Identify potential risks and develop mitigation strategies to ensure project success Monitor program budgets, ensuring costs are controlled and financial objectives are met Track and report on program performance, using metrics to assess progress and identify areas for improvement Continuously evaluate and improve program management processes and methodologies to enhance overall service delivery Qualifications Minimum Qualifications: Bachelor's degree in business administration, project management, or related field 10+ years of experience in program or project management Strong leadership and team management skills Excellent communication and interpersonal abilities Proficiency in project management software (e.g., MS Project, Asana, DevOps) Strong analytical and problem-solving skills Ability to work under pressure and meet tight deadlines Desired Qualifications/Skills: Experience in the financial services or wealth management industry. MBA or advanced degree in a related field. WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 Due to the nature of the role, this is not a remote or work from home position, however there is flexibility. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#director This position will remain open until filled.
$80k-120k yearly est. Auto-Apply 51d ago
Payroll Consultant
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? CAPTRUST is seeking a Payroll Consultant who will be responsible for all payroll functions. Excellent organizational skills with an eye for accuracy are important qualifications for this position, as well as the ability to thrive in a changing work environment. The ideal candidate for this position has deep analytical skills, the ability to handle high workload times, is reliable and is committed to always meeting deadlines. Primary responsibilities may include the following, among others: Responsibilities Process, review and balance semi-monthly payroll Submit payrolls for salaried, hourly, and variable compensation employees Ensure payroll transactions are processed correctly for time, earnings, benefits, deductions, tax withholdings, garnishments, and other key payroll items Maintain accurate records of payroll documentation and transactions Enter data into payroll and administrative databases and software programs Perform basic accounting entries of payroll related activity Respond timely and effectively to payroll-related inquiries Investigate and resolve payroll issues and ensure compliance with company and regulatory standards Analyze payroll procedures and recommend changes leading to best practices Handle payroll compliance matters such as multi-state / multi-jurisdiction tax withholding and garnishments Ensure completion of annual payroll related tax filings and tax amendments Willingness to dive into new roles and responsibilities Provide support / back-up for ongoing headcount processing and tracking Collaborate with other members of the Finance team to complete special projects as assigned Qualifications Minimum Qualifications: Bachelor's degree in a math-based field of study (accounting, math, finance, technology) At least 5 years of experience in multi-state payroll processing with 1,000+ employees Experience working with ADP payroll software Knowledge and understanding of Federal and State employment taxes Working knowledge of basic accounting principles and how payroll interacts with the Firm Financial Statements Desired Qualifications/Skills: Proficiency in Microsoft Office Ability to handle highly confidential information with utmost integrity Interest and/or experience in BI (Business Intelligence) software is a plus Strong communication, organizational and interpersonal skills Able to lead by influence and gain trust of internal and external stakeholders Demonstrated knowledge and understanding of federal and state employment law, tax law, and workers' compensation Strong Proficiency in Microsoft Office (PowerPoint, Excel, Word; etc.) and payroll and accounting systems Able to manage a high demand workload and pace WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior This position will remain open until filled.
$76k-107k yearly est. Auto-Apply 29d ago
Investment Research Strategist
Captrust 3.6
Captrust job in Raleigh, NC
CAPTRUST is seeking an Investment Strategist who will serve as a subject matter expert responsible for assisting our expanding national footprint of Financial Advisors with a range of investment topics in support of client service and prospect interactions, both in-person (if/when applicable), and over the phone/electronically. Primary responsibilities may include the following, among others: Responsibilities Combine deep technical knowledge of institutional investment topics with effective and adaptive communication skills to present the firm's capabilities and research on: capital markets, investment managers (traditional and alternative), and industry topics, as well its discretionary investment solutions (OCIO), in support of all types of client profiles but with a primary emphasis on Endowments & Foundations In addition to direct client and prospect interactions, assist Financial Advisors with meeting preparation and relay feedback from the marketplace Participate in the development of research content, training material and programming (written and audio/video), special projects, and assist in the development of Request for Proposal (RFP) responses Combine a passion for capital markets, asset allocation and portfolio construction, direct client-facing experience with a range of client types, attention to detail, and a strong sense of professional curiosity and self-learning, and thrives in a fast-paced, entrepreneurial environment Travel requirement: Up to 50% (if/when applicable) Qualifications Minimum Qualifications: Bachelor's (Business, Economics, Finance, or related field preferred) 12 years investment experience with institutional (defined contribution, defined benefit, endowment & foundation) clients, including direct, high-level client and prospect interaction Desired Qualifications/Skills: CFA strongly preferred (or significant progress toward) Strong knowledge base of alternative investments - Hedge Funds, Private Equity, Private Credit, Private Real Asset Highly organized, with ability to manage and prioritize a number of time-sensitive projects WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Employee ownership opportunities Brick Bonus success sharing program Comprehensive health coverage + Personify Health wellness platform 401(k) program with a 5% employer match + financial planning for colleagues WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior This position will remain open until filled.
$59k-112k yearly est. Auto-Apply 60d+ ago
Senior Specialist Software Engineer
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? CAPTRUST is seeking a Senior Specialist Software Engineer who will play a pivotal role in driving Agile software development practices and delivering high-quality technical solutions. He/She will lead a small team of developers primarily focused on the Firm's core CRM system, fostering a collaborative and high-performing environment aligned with Agile SCRUM principles. This role combines hands-on development responsibilities, including sprint planning, mentoring, and continuous improvement initiatives. You will be responsible for designing, developing, unit testing, deploying, and maintaining scalable software systems. You will work closely with Product Owners, Project Managers, Scrum Masters, and business users in cross-functional teams to translate user stories into working software that meets business needs. Your guidance will ensure technical excellence, team cohesion, and alignment with organizational goals. Responsibilities Agile Leadership Mentor a small team of software engineers by providing technical guidance Facilitate Agile ceremonies including sprint planning, daily stand-ups, sprint reviews, and retrospectives Collaborate with Product Owners to refine and prioritize the product backlog Ensure timely delivery of sprint commitments and foster a culture of accountability and continuous improvement Software Engineering & Delivery Translate user stories and acceptance criteria into scalable, maintainable software designs and prototypes Develop high-quality, testable, and efficient code using modern development practices and tools Collaborate with QA and system analysts to validate functionality and resolve defects Maintain and enhance existing applications to meet evolving business requirements and improve performance and security Conduct code reviews and enforce coding standards to ensure technical excellence Technical Documentation & Communication Document software architecture, design decisions, and implementation details Provide clear and concise status updates, work estimates, and progress reports to stakeholders Communicate effectively across teams to align technical solutions with business goals Continuous Improvement & Innovation Stay current with emerging technologies and development practices Proactively identify deprecations and plan for code remediation Identify opportunities to improve development workflows, tools, and team productivity Champion Agile values and principles across the development team and broader organization Qualifications Minimum Qualifications: Bachelor's degree in information technology, computer science, or a related field Three to five years' experience as a developer Experience with Microsoft Dynamics and .NET development products, including .NET, C#, and SQL Strong proficiency with JavaScript, HTML and Web Service such as REST, SOAP, etc Advanced understanding of IT systems and software development is required for this position Desired Qualifications/Skills: Strong analytical and problem-solving skills Additionally, strong communication and organizational skills are required Excellent communication and collaboration abilities Ability to adapt in a rapidly changing environment Experience in writing SQL queries, Triggers, Stored Procedures in SQL Server Expertise in using version control systems like Azure DevOps Proficiency in cloud technologies such as Microsoft Azure, including deployment and optimization Expertise in Creating Build Pipelines and release management system using Azure DevOps WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Employee ownership opportunities Brick Bonus success sharing program Comprehensive health coverage + Personify Health wellness platform 401(k) program with a 5% employer match + financial planning for colleagues WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way , an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior This position will remain open until filled.
$96k-127k yearly est. Auto-Apply 6d ago
Dynamics 365 Product Manager
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? CAPTRUST is seeking a motivated and experienced Dynamics 365 Product Manager with extensive and specialized expertise in Microsoft Dynamics 365 to lead the development, optimization, and expansion of our CRM platform. The ideal candidate must possess a profound understanding of Dynamics 365, with a proven track record of successfully managing and enhancing this specific CRM system. This role requires a strong ability to engage with cross-functional teams, understand business needs, negotiate scope, and deliver high-impact solutions. This is a unique opportunity to shape our Dynamics 365 ecosystem and drive long-term business success through your specialized knowledge and experience. Responsibilities Engage with executive leadership to ensure alignment on CRM strategy and priorities Collaborate closely with cross-functional teams, including IT, sales, marketing, and operations, to understand their needs and challenges and facilitate alignment on product priorities Quickly learn and adapt to the company's culture and processes. Act as a consultant to internal teams, bridging gaps between business needs and technical solutions within Dynamics 365 Conduct in-depth discussions with internal stakeholders to gather detailed requirements, ensuring that the CRM system effectively supports their operational processes Create and maintain a comprehensive product roadmap for the Dynamics CRM platform, prioritizing features and enhancements based on stakeholder input and business value Stay informed on Microsoft's Dynamics roadmap and recommend adoption of new features Employ a data-driven approach to prioritize feature development, balancing the demands of different job functions and operational processes Effectively communicate product features, updates, and changes to internal stakeholders, ensuring a shared understanding of the platform's capabilities Collaborate with UX designers to ensure that the CRM platform offers an intuitive and user-friendly interface for all stakeholders Plan and coordinate product releases, including managing feature launches, updates, and continuous improvements Utilize metrics and analytics to monitor the performance of the CRM system, identifying areas for enhancement and optimization Continuously iterate on the CRM platform, considering user feedback, market trends, and operational needs to drive ongoing improvement Address challenges and obstacles that may arise during the product development process, finding creative solutions to meet stakeholder requirements Partner with IT and data teams to ensure CRM integrations support broader data strategy Qualifications Minimum Qualifications: Bachelor's degree in computer science, business, data analytics, or a related field or equivalent years of experience Proven experience as a Product Manager, with a specific focus on Microsoft Dynamics 365 Minimum 7-12 years on industry experience Desired Qualifications/Skills: Strong expertise in CRM strategy, requirements gathering, and scope negotiation Strong collaboration and facilitation skills, with the ability to work effectively across multiple job functions Exceptional communication skills to ensure alignment on product priorities and to convey product changes to stakeholders Experience with requirements gathering and a data-driven approach to feature prioritization Familiarity with agile development methodologies A track record of successfully managing and improving a product throughout its lifecycle Experience delivering measurable business outcomes such as improved pipeline accuracy, enhanced client service metrics, or operational efficiency gains WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with a commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 OR ANY CAPTRUST Office Due to the nature of the role, this is not a remote or work from home position, however there is flexibility. HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior This position will remain open until filled.
$84k-120k yearly est. Auto-Apply 24d ago
Financial Counselor II
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? CAPTRUST is seeking a Financial Counselor II who want to make a difference in people's financial lives. Those that want to have holistic financial conversations to help educate and guide participants in employer sponsored retirement plans. We primarily speak with participants who have pre-scheduled an appointment with the CAPTRUST at Work desk (outbound call). Your conversations will be unique and will answer the participants' questions as well as discover areas of financial concern they may not even be aware of. As an integral part of the At Work Desk team, you are making a difference in people's lives as you provide advice and wellness conversations, not transactions. At CAPTRUST, we believe everyone deserves a secure and confident retirement. As a retirement and wellness financial counselor, focusing on retirement and wellness conversations, you'll empower plan participants to make informed decisions, guiding them through every step of their financial journey. Join a team that values your expertise, supports your growth, and celebrates your impact on clients' lives. Responsibilities Empower Participants: Provide holistic financial guidance and fiduciary-level advice to retirement plan participants over the phone, focusing on their unique needs and goals. You're having conversations and not processing transactions. Deliver Financial Wellness Conversations: Engage in meaningful, positive discussions about budgeting, cash management, credit, and debt-helping participants build financial confidence and well-being. Personalize Retirement Strategies: Assess risk tolerance, explain plan options, and recommend asset allocations using CAPTRUST's investment philosophy. Educate & Advise: Answer participant questions, uncover hidden financial concerns, and deliver actionable next steps in a positive, encouraging manner. Track & Collaborate: Document participant activity in our CRM, manage department tasks (reporting, communications, presentations, scheduling), and could take part in educational webinars as need and suitability align. Be a Team Player: Potentially support onsite meetings/benefits fairs as needed and contribute to a collaborative, mission-driven team environment. Part of CAPTRUST's Mission Statement is providing service beyond expectations and we strive to accomplish that with our participants in every interaction we have with them. Qualifications Minimum Qualifications: 6 years of related industry experience; retirement plans and investment vehicles A Professional License/Certification required: Series 6,7, 65, CFP, or AFC Desired Qualifications/Skills: 4-year college degree (preferred but not required) Proficient computer skills including Microsoft Excel, Word, and PowerPoint, Access, GAP analysis tools and vendor website navigation Strong organizational skills (ability to manage multiple tasks, adapt to changing priorities, and meet deadlines and manage expenses) Strong communications skills and interpersonal skills; including being polished, courteous, professional, and patient Detail oriented; ability to demonstrate good judgement and critical thinking WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 or 13961 South Minuteman Dr | Draper, UT 84020 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenge Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior This job description has been updated as of 11/26/2025, to reflect current responsibilities and requirements. This position will remain open until filled.
$33k-41k yearly est. Auto-Apply 24d ago
Wealth Client Management Consultant
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? 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, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, amongst others: Responsibilities Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service Services existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests) with the highest level of service and prompt follow-up with the client Prepares and provides documentation and materials required for client calls and visits May participate in investment reviews and annual reviews Onboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements Works with Financial Advisors and internal business partners to determine best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding our CAPTRUST culture Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance Performs other duties and special projects as required, including firm-wide initiatives Qualifications Minimum Qualifications: Completion of a four-year college degree from an accredited college or equivalent work experience Minimum 5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment Desired Qualifications/Skills: Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor Ability to navigate spreadsheets Excellent math skills and the ability to quickly grasp financial and investment concepts Positive attitude and a team player Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously Analytical thinker and problem solver Energized by change and ability to think “outside the box” regarding process improvement Flexibility to handle changing priorities, pressure, and short deadlines Self-motivated; ability to work well independently and with others A high standard of professionalism Notable attention to detail Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills Exceptional written and verbal communication skills WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL)s WHERE will you be working? 4208 Six Forks Road Ste 1700 | Raleigh, North Carolina 27609 Due to the nature of the role, this is not a remote or work from home position, however there is flexibility. HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate This position will remain open until filled.
$76k-113k yearly est. Auto-Apply 3d ago
Financial Reporting Senior Associate
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? CAPTRUST is seeking a Financial Reporting Senior Associate to join our finance team to assist with financial reporting, month-end close process, and technical accounting analysis. As part of the Finance Team, this individual will be responsible for preparing the year-end audited financial statements and footnotes and improving existing processes. Further, this individual will assist with maintaining accounting policies and preparing technical accounting memos and analyses, as needed. The ideal candidate will be team-oriented with a strong work ethic and possess a strong sense of priority, urgency, and a commitment to deadlines. He/She/They will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative, and accountable while performing under tight deadlines. This role will report to the Director, Technical Accounting. Responsibilities Prepare audited financial statements and footnote disclosures, including balance sheet, P&L, statement of members' equity, and cash flow reports Partner with external auditors to coordinate annual financial statement audit Identify process improvements to stream-line audit process and work with the appropriate parties to implement Assist with ad hoc monthly/quarterly reporting Assist in researching technical accounting guidance for new accounting pronouncements and drafting technical accounting memos Support compliance with GAAP and internal policies Support ad hoc initiatives such as process improvement projects, stock compensation and fixed asset accounting Qualifications Minimum Qualifications: Bachelor's degree in accounting 3-5 years of experience in a finance/accounting role Desired Qualifications/Skills: CPA designation Knowledge of Generally Accepted Accounting Principles (GAAP) Advanced proficiency in Microsoft Office specifically Excel Financial reporting background Organization skills with a strong sense of priority, urgency, and commitment to deadlines in a fast-paced environment Detail oriented with a commitment to accuracy and a desire to learn Interpersonal skills to work collaboratively with colleagues at all levels Excellent verbal and written communication skills WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Employee ownership opportunities Brick Bonus success sharing program Comprehensive health coverage + Personify Health wellness platform 401(k) program with a 5% employer match + financial planning for colleagues WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way , an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #associate This position will remain open until filled.
$75k-114k yearly est. Auto-Apply 60d+ ago
Institutional Client Management Consultant
Captrust 3.6
Captrust job in Raleigh, NC
WHO are we looking for? CAPTRUST is seeking a 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 committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Primary responsibilities may include the following, among others: Responsibilities Deliver exceptional service as part of a team and become a trusted partner to a dedicated Financial Advisor(s) in managing his/her book of business and building client relationships Aid in the retention of existing client relationships by working with internal business partners to address all client questions, requests, and day to day service needs; inclusive but not limited to assistance with plan provisions, investments, transactions, and deliverables Assist with new or existing client conversion/transition process by coordinating the efforts of internal (research, operations, marketing, and participant education) and external business partners. In conjunction with Financial Advisor, communicate recommendations and the timeline to all stakeholders Assist in the creation of sales presentations such as pitch books and RFP responses for prospective new clients and existing clients Develop, compile, and ensure accuracy of quarterly and ad-hoc/client specific reports, spreadsheets, and presentations with minimum supervision, while also overseeing the critical maintenance of client files and records Build and strengthen relationships with external business partners such as custodians, recordkeepers, third party administrators, and investment managers to facilitate efficient and accurate execution of any objectives for our shared clients Qualifications Minimum Qualifications: A minimum of 6+ years experience working in client services for an organization that provides retirement plan services for 401(k), 403(b), Non-Qualified or Defined Benefit plans Understanding of retirement plans from an operational, record-keeping, and investment perspective Proficiency in navigating CRM systems and MS Office Suite Desired Qualifications/Skills: Working knowledge of ERISA guidelines and regulations Understanding of the various levels of investments including the fund managers and associated expenses; furthermore, how they fit into a plan's fund line-up and impact the plan participants Experience working with financial advisors WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? We have openings in the following CAPTRUST office locations: 4201 Congress St #160 | Charlotte, NC 28209 Or 4208 Six Forks Rd #1700 | Raleigh, NC 27609 HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way , an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior This position will remain open until filled.
$76k-113k yearly est. Auto-Apply 29d ago