Wealth Financial Advisor Relationship Manager CAPTRUSTWealth Financial Advisor Relationship ManagerAlexandria, VirginiaIn this role, the Wealth Financial Advisor Relationship Manager will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. 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.
Financial Advisor - Endowments and Foundations CAPTRUSTFinancial Advisor - Endowments and FoundationsGreenwood Village, CO, Colorado$100,000–$130,000 / yearFull timeAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information.
Business Development Financial Advisor CAPTRUSTBusiness Development Financial AdvisorChicago, Illinois$125,000–$175,000 / yearFull timeAt least 2 years registered as an IAR, plus 3 years immediately prior registered with a broker‑dealer; OR holds a CFP®, CFA®, CPA, or qualifies as a securities portfolio manager. 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.
Analytics Engineer CAPTRUSTAnalytics EngineerRaleigh, North CarolinaOwns the definition and implementation of analytics-ready business logic (e.g., conformed dimensions, facts, and shared metrics) and drives upstream data shaping requirements with Data Engineers to ensure source data supports agreed analytical needs. This position is ideal for a data professional with deep dbt expertise, strong SQL skills, and a passion for data modeling who can partner closely with Data Engineers, Data Analysts, and business stakeholders to deliver reliable, scalable analytical data products.
Senior Portfolio Integrations Lead CAPTRUSTSenior Portfolio Integrations LeadRemoteRemote$105,000–$150,000 / yearThey will drive smooth transitions of accounts into centralized investment strategies, establish and manage transition timelines, oversee initial relationships, and ensure adherence to defined strategy guidelines and client-specific constraints. Responsibilities: Evaluate accounts and investment strategies to design and execute implementation plans that migrate accounts to centralized resources, ensuring compliance with stated strategy guidelines and client-specific restrictions.
Business Development Financial Advisor CAPTRUSTBusiness Development Financial AdvisorChicago, Illinois$125,000–$175,000 / yearAt least 2 years registered as an IAR, plus 3 years immediately prior registered with a broker‑dealer; OR holds a CFP®, CFA®, CPA, or qualifies as a securities portfolio manager. 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.
Wealth Operations Associate II CAPTRUSTWealth Operations Associate IIPhoenix, ArizonaCompletion of a four-year college degree or equivalent experience in the following areas (but not limited to): Accounting, Business Administration, Operations, Statistics, Finance, Financial Planning or Economics, or equivalent years of experience. Desired Qualifications/Skills: Demonstrates understanding of operational workflows and the downstream impacts of actions on account processing, client experience, and internal teams.
OCIO Portfolio Solution Specialist CAPTRUSTOCIO Portfolio Solution SpecialistRaleigh, North CarolinaCAPTRUST is seeking an OCIO Portfolio Specialist who will work closely with financial advisors, client services, centralized trading, investment colleagues, and third parties to manage OCIO (Outsourced Chief Investment Officer) portfolios for institutional clients. This role requires a strategic thinker who will actively collaborate with colleagues including financial advisors serving as an OCIO product manager, identifying opportunities to enhance investor outcomes and client experience.
Private Markets Research Professional CAPTRUSTPrivate Markets Research ProfessionalRaleigh, North CarolinaCAPTRUST is seeking a Private Markets Research Professional who will play a critical role in sourcing, analyzing, recommending, and monitoring private market investment managers. Key responsibilities include, but are not limited to: Responsibilities: Source, analyze, recommend, and monitor private market investment managers, with an emphasis on real estate and real assets opportunities.
Senior Compliance Manager CAPTRUSTSenior Compliance ManagerCharlotte, North CarolinaOversee the firm’s electronic communications monitoring and surveillance program, including reviews of email, Teams, approved text messaging platforms, social media, and other business communication channels. Support the development, implementation, and administration of the firm’s compliance training program, including new hire onboarding, annual compliance education, targeted regulatory updates, continuing education, and role-specific training initiatives.
Corporate Counsel Employment CAPTRUSTCorporate Counsel EmploymentRaleigh, North CarolinaThe successful candidate will have substantial experience advising on employee relations matters, restrictive covenants, confidentiality and non-solicitation agreements, employee mobility issues, workforce management, and employment-related compliance matters for national employers. Draft, review, negotiate, and advise on employment contracts, transaction documents, and internal equity, incentive, and ownership agreements, including non-competes, non-solicitation, non-disclosure, confidentiality, and other protective covenant arrangements.
Wealth Client Management Associate II CAPTRUSTWealth Client Management Associate IISanford, North CarolinaCAPTRUST is seeking a Wealth Client Management Associate II who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. Primary responsibilities may include the following, among others: Responsibilities: Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests.
Commercial Transactions Counsel CAPTRUSTCommercial Transactions CounselRaleigh, North CarolinaThe position requires extensive experience negotiating directly with opposing counsel, resolving contractual and legal issues in a pragmatic and business-focused manner, and supporting procurement and sales processes through legal review of requests for proposals (RFPs), due diligence questionnaires, and related contracting documents. Provide practical, business-oriented legal guidance to internal stakeholders regarding contractual obligations, risk allocation, liability provisions, data privacy issues, indemnification obligations, and dispute resolution matters.
3 (38)Investment Analyst CAPTRUST3 (38)Investment AnalystRaleigh, North CarolinaCAPTRUST is seeking a 3(38) Investment Analyst, who will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment projects and deliverables for firm prospective and existing clients. 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.
Relationship Management Senior Consultant CAPTRUSTRelationship Management Senior ConsultantBoston, Massachusetts$90,000–$120,000 / yearServe as a primary day-to-day contact for assigned clients, proactively addressing planning-related questions, coordinating follow-up activities, and ensuring timely completion of client requests. 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.
Product Manager CAPTRUSTProduct ManagerRaleigh, North CarolinaCAPTRUST is seeking a motivated and experienced Product Manager with deep expertise in Microsoft Dynamics 365 Finance & Operations to set direction for the enhancement, optimization, and expansion of CAPTRUST's Dynamics 365 Finance & Operations platform. The successful candidate will engage with cross-functional teams, understand business needs, negotiate scope, and guide the delivery of high-impact solutions that align with CAPTRUST's long-term vision.
Portfolio Systems Associate CAPTRUSTPortfolio Systems AssociateRaleigh, North CarolinaThis individual will work closely with Operations, Technology, Portfolio Management, and Regional Office teams to improve workflows, enhance data quality, and support the adoption of new systems and capabilities. CAPTRUST is seeking a Portfolio Systems Associate to support investment operations, account servicing, platform administration, and strategic technology migration initiatives across our portfolio management business.
Fall 2026 Institutional Client Service Intern CAPTRUSTFall 2026 Institutional Client Service InternPhoenix, ArizonaFull timeThe position will provide exposure to the inner workings of a firm with diversified practice lines, including institutional advisory, private wealth management, and a robust tax practice. 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.
Financial Advisor Relationship Manager CAPTRUSTFinancial Advisor Relationship ManagerAny CAPTRUST Office$90,000–$110,000 / yearExpected to serve as liaison for the Senior Financial Advisor with all other departments and maintain rapport to ensure high levels of communication, professionalism, and working team environment. 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.
Financial Wellness Consultant I CAPTRUSTFinancial Wellness Consultant IRemoteRemote$85,000–$125,000 / yearInternal Collaboration and Service Delivery- Partner with Institutional Advisors, Wealth Advisors, Financial Wellness Consultants, Marketing, and Operations teams to support consistent service delivery and client experience. Work with clients and internal teams to facilitate a successful rollout and ensure financial wellness resources are effectively integrated into the client's existing benefits and communication strategies.