CAPTRUST Jobs in United States

+Manage client relationships and deliver high-level customer service. · + Deliver results to clients and senior advisors · + Collect information for financial planning projects · + Prepare for client meetings by seeking centralized resources and expertise<+Implement changes to cl ...

CAPTRUST is seeking a Defined Contribution Associate who will work with our Financial Advisors and client services professionals to fulfill investment-related projects and deliverables for prospective and existing clients. · ...

CAPTRUST is seeking a Tax Assistant who will provide general support to the Tax Department and Managing Directors with a variety of activities and related tasks. · Prepare and distribute tax engagement letters and tax organizers to clients · Process client tax source documents an ...

Wealth Planning Senior Associate WHO are we looking for? · ResponsibilitiesCAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. · This includes support of ...

CAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. · Company discretionary bonus. · Health, dental, and vision coverage... · ...

A financial services firm is seeking a full-time Wealth Client Management Consultant in Houston, Texas. The role involves collaborating with financial advisors to enhance client relationships, ensuring the highest service quality. Applicants should have a four-year degree and 5-7 ...

+CAPTRUST is offering a paid Tax Internship for the Spring semester in our New Orleans, LA office that will provide exposure to the inner-workings of a wealth management firm with a robust tax practice. · Assist on special projects (internal projects/client specific) · Assist wit ...

We are looking for an energetic Wealth Planning Associate who will deliver high-level customer service to clients of the firm. · ...

About This Role · Captrust seeks an Associate Bookkeeper to assist with day-to-day accounting tasks for clients. · Earn a competitive compensation including discretionary bonuses · Enjoy comprehensive benefits such as health insurance employer match on retirement savings plan lif ...

About This Role · We are seeking a Tax Assistant who will provide general support to the Tax Department and Managing Directors with various activities. · Prepare tax engagement letters and organizers · Process client tax source documents using CCH Autoflow software · ...

CAPTRUST seeks an Institutional Portfolios Investment Associate who will work with our Financial Advisors to scope/fulfill projects and deliverables for prospective and existing institutional clients. · ...

CAPTRUST seeks a dynamic Institutional Financial Advisor Relationship Manager who will provide high-level advisory service to new and existing institutional investors and clients. · ...

Job Description: · CAPTRUST seeks a Payroll Consultant who will handle all payroll functions. · Main Responsibilities: · Process semi-monthly payrolls · Submit payrolls for salaried employees · Maintain accurate records of payroll documentation · ...

Overview · 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 investm ...

Join Our Team as a Retirement Plan Financial Advisor at CAPTRUST to build and manage a diverse portfolio of retirement plan clients. · ...

CAPTRUST is offering a paid internship in our Brentwood office that will provide exposure to the inner workings of a wealth management firm. · ...

Role Overview · CAPTRUST seeks a dynamic Financial Advisor Relationship Manager (FARM) to serve as primary point of contact for clients. · ...

We are looking for a Relationship Manager Associate who will provide support in the delivery of advice to clients. The Associate's primary responsibility is to prepare financial analysis, modeling, and client materials under the guidance of senior professionals. · ...

We are seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. · Completion of a four-year college degree in Business Administration, Statistics, Finance or Economics. ...

· We are seeking a Quality Assurance Intern to assist our development team in building and maintaining automated testing frameworks and deployment pipelines. · ...