Overview. WHO are we looking for. . . . CAPTRUST is seeking a. Tax. Administrative Assistant. who will provide general support to the Tax Department and Managing Directors with a variety of activities and related tasks. This is a full-time permanent position, working Monday through Thursday from 8:30 a.m. – 5:30 p.m. and Friday from 8:30 a.m. – 4:00 p.m. in our Boston, MA office location. Responsibilities. Provide support to the Managing Direct...
Overview. WHO are we looking for. . We are seeking an experienced and motivated. Security Operations Engineer. to join our cybersecurity team. This mid-level role is designed for professionals with 3–5 years of hands-on experience in Security Operations Center (SOC) activities, incident response, and network security. In addition to traditional SOC duties, this role will also take ownership of telecom systems and enterprise collaboration platform...
Overview. WHO are we looking for. . CAPTRUST is seeking a. Wealth Operations Associate. to be a part of the Wealth Planning and Solutions team that works directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This includes support of our localized trading and investment management team, migrating client accounts towards our centralized trading platforms, and continually developing strategies...
WHO are we looking for. Responsibilities. CAPTRUST is seeking a. Performance Reporting Associate. II. who will be responsible for working in various performance reporting software systems to set up and monitor institutional/endowment/foundation investor accounts in addition to managing reporting projects. The Associate will partner with multiple in-house departments along with client actuaries and custodians to research, troubleshoot, and resolve...
Overview. WHO are we looking for. . . CAPTRUST is seeking a. Senior Client Management Associate. who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC and/or Advisors to research and resolve is...
WHO are we looking for. . CAPTRUST is seeking a dynamic and client-focused. Financial Advisor Relationship Manager. (FARM) to serve as the primary point of contact for our clients. In this role, the FARM will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial plan...
WHO are we looking for. Responsibilities. CAPTRUST is seeking a. Performance Reporting Associate. II. who will be responsible for working in various performance reporting software systems to set up and monitor institutional/endowment/foundation investor accounts in addition to managing reporting projects. The Associate will partner with multiple in-house departments along with client actuaries and custodians to research, troubleshoot, and resolve...
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 investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-orga...
Overview. WHO are we looking for. . . CAPTRUST is seeking an. Accounts Payable Associate. who will be responsible for processing vendor invoices and payments along with assisting in expense report processing. The AP Associate should have good communication skills as they will work closely with all employees and with outside vendors. As part of the Finance Team, you will be able to impact efficiency and to provide ideas for process improvements....
Overview. WHO are we looking for. . We are seeking a full-time. C. orporate M&A Counsel. experienced in transactional matters to join our internal legal team. The successful candidate will focus on leading the legal due diligence for acquisitions, serving as lead counsel or part of legal team on all acquisitions and assisting with drafting, negotiating, and reviewing ancillary documents as needed. This role works closely with our M&A and integrat...
Overview. WHO are we looking for. . We are seeking a full-time. Senior Specialist. to guide the onboarding process for both our new institutional client relationships and existing clients who have added additional services. This position will be on our Institutional Accounts team, will provide support for our Institutional Portfolio business line (examples include but are not limited to Endowments and Foundations, Pensions, Operating Reserves, an...
WHO are we looking for. CAPTRUST is seeking a full-time. Senior Wealth Client Management Consultant. to 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 rec...
