Overview. WHO are we looking for. . CAPTRUST is seeking an. Institutional Advisor. to serve and grow a $1 million institutional consulting practice in multiple markets. The Institutional Advisor role is responsible for building and servicing a practice of institutional clients including investment committees, nonprofit boards and executives, qualified plan sponsors, fiduciaries, key executives in nonqualified plans and plan participants – to incl...
Overview. Who are we looking for. . CAPTRUST is seeking an. Institutional Intern. to join the Institutional Client Management Team and provide client and prospect support. . CAPTRUST interns are expected to maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Obtaining course credit may also be possible, depending on the approval of the student's program. Hours will be ...
Overview. WHO are we looking for. . CAPTRUST is seeking an. Institutional Client Service Intern. in our Phoenix, AZ office to join our Institutional Client Management Team to provide client and prospect support. The 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. Hands-on learning starts day one in this fast-paced...
Overview. WHO are we looking for. CAPTRUST is seeking a. Senior Institutional Client Management Associate. who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards...
Overview. WHO are we looking for. . An energetic. Financial Advisor Relationship Manager. who will deliver high-level customer service to clients to the firm. The Financial Advisor Relationship Manager will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growi...
Overview. WHO are we looking for. CAPTRUST is seeking a. Wealth Client Management Consultant. who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also reco...
Overview. WHO are we looking for. . CAPTRUST is seeking an Associate II to join our Compliance Team. You will work with a Senior Compliance Manager to assist with compliance controls, multiple database systems, and maintaining compliance data integrity. Additionally, you will be assisting with compliance journaling, insurance/securities licensing, tracking continuing education, and file management. . Our ideal candidate has an eagerness to enhanc...
Overview. WHO are we looking for. A dynamic, energetic. Wealth. Relationship Manager Associate. who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. This ...
Overview. WHO are we looking for. CAPTRUST is seeking a. Wealth Client Management Consultant. who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also reco...
Overview. WHO are we looking for. . CAPTRUST Lone Tree seeks a dynamic. Financial Planner. who will work with other advisors and staff members (we have a team-based approach) to lead and support client relationships to provide world-class service. A competitive salary plus bonus, depending on experience, and expanding responsibilities with a rapidly growing firm are offered for this role. . Initial review will begin within 3 days of the job openi...
Overview. CAPTRUST is seeking a. Bookkeeper. to assist in managing our client’s day-to-day accounting and investment accounts. Excellent organizational skills and accuracy are important qualifications for this position, as well as good client relations and the ability to communicate clearly. The ideal candidate for this position is a skilled multi-tasker, is reliable and is committed to consistently meeting deadlines. This is not your typical b...
Overview. CAPTRUST is seeking a dynamic. Associate Producer and Video Editor. to join its in-house corporate marketing team, focused on video production in support of the firms marketing initiatives, client communications, business development efforts, and recruiting and acquisition needs. CAPTRUSTs marketing strategy is a combination of the high-level activities listed below, which are intended to support the firms growth efforts and the needs o...
