Overview: WHO are we looking for? CAPTRUST is seeking a Compliance Senior Associate to join our Compliance Team... with compliance functions relating to CAPTRUST’s investment advisory business with an emphasis on the firm’s controls, testing, Code...
: Assess risk tolerance, explain plan options, and recommend asset allocations using CAPTRUST’s investment philosophy. Educate... environment. Part of CAPTRUST’s Mission Statement is providing service beyond expectations and we strive to accomplish...
;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...
, Archer, Power BI, or other compliance reporting systems would be 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...
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...
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 seeks a dynamic Marketing Associate to join its in-house marketing... Our Corporate Marketing team covers three main bodies of work: design, event support, and internal communications. CAPTRUST...
for our stakeholders. Examples include: Scheduling headshot sessions and filing finalized images across CAPTRUST platforms... CAPTRUST events, as well as the involvement of our advisors and subject matter experts in external conferences and webinars...
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...
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...