OverviewWHO are we looking for?CAPTRUST is seeking a
Defined Contribution Specialist, who will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment projects and deliverables for firm prospective and existing clients. The Defined Contribution Specialist will also manage investment projects and deadlines to accurately complete and/or review materials before ultimate delivery to clients. Additionally, the Specialist will identify ways to create and document process efficiencies to improve client deliverables and client experience.
ResponsibilitiesWork with our financial advisors, client services, and occasionally directly with firm clients to:
- Scope/fulfill investment-related projects and deliverables for defined contribution prospects and clients
- Manage projects and deadlines with the Defined Contribution team and review deliverables for completeness and accuracy before providing client services/advisors
- Assist with defined contribution or firm-level strategic projects; collaborate intra- and interdepartmentally to drive completion
- Manage investment change projects on behalf of clients where CAPTRUST serves in a discretionary capacity
- Identify and focus on opportunities to enhance or improve the efficiency of team deliverables/operations
- Assist with due diligence and coverage for defined contribution-related investments/programs
- Assist with asset class, industry, and economic research related to defined contribution
- May perform other duties as assigned
QualificationsMinimum Qualifications:
- Completion of a four-year college degree - Business Administration, Finance, Economics, or Accounting preferred or equivalent work experience
- At least 6 years of relevant industry experience
Desired Qualifications/Skills:
- Experience working with defined contribution plans, specifically 401(k) and 403(b) plans
- Project management experience a plus
- Working knowledge of ERISA guidelines and regulations
- Experience working with clients in an ERISA 3(38) capacity a plus
- Experience with Bloomberg, eVestment, Investment Metrics and Morningstar Direct a plus
- Industry-related certifications and designations are a plus (examples: FINRA Series 6, 65,63,7, CRPS, AIF, QKA)
- Significant experience with Microsoft products, especially Excel/PowerPoint
WHERE will you be working?4208 Six Forks Rd #1700 | Raleigh, NC 27609
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
- Ability to build successful, collaborative, and trusting relationships
- Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
- A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
- Inherent desire to give back to our communities and enrich the lives of those around us
- An other-centered mindset
- Integrity through maintaining objectivity
This position will remain open until filled.
