WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years... 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...
, email) following firm’s compliance policies Serve as the main point of contact for CAPTRUST employees seeking assistance to ensure... from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it;it...
Responsibilities Support the administration and oversight of CAPTRUST agreements for the Institutional business... interpersonal skills WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay...
Overview: WHO are we looking for? CAPTRUST is seeking a Defined Contribution Specialist, who will work... to drive completion Manage investment change projects on behalf of clients where CAPTRUST serves in a discretionary capacity...
- 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...
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...
, 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...
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...