- and interdepartmentally to drive completion Manage investment change projects on behalf of clients where CAPTRUST serves in a discretionary... WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years...
, releases, and architectural changes to anticipate impact on CAPTRUST and our advisors. Develop and maintain practical... and effective tool usage. Configure and contextualize productivity tools to fit CAPTRUST advisor workflows. Document workflows...
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...
industries strongly preferred. 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...
Overview: WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work... and professional manner while upholding our CAPTRUST culture Organize and maintain client records in accordance with CAPTRUST...
Overview: WHO are we looking for? CAPTRUST is seeking a detail-oriented and motivated Product Specialist to support... impact on CAPTRUST and our advisors. Develop and maintain practical awareness of the broader agentic AI ecosystem...
, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams Qualifications Minimum Qualifications: 5... simultaneously WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST...
Overview: WHO are we looking for? CAPTRUST is seeking a Financial Planning Specialist who will deliver high-level... rebalance, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams Qualifications...
Overview: CAPTRUST is seeking a Director of AI Enablement to lead the adoption and scaling of artificial intelligence... Director will establish and lead CAPTRUST's AI enablement function, defining the AI operating model, prioritizing investments...
Overview: WHO we are looking for? CAPTRUST, a leading national independent RIA, is seeking an experienced Senior... Financial Planner to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first advice...