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$80K - $120K *
The Wealth Client Services Manager at CAPTRUST will lead a team of client service representatives to provide exceptional service to clients in the Wealth Management division. This role involves mentor...
1 week ago
Director of Retirement Plan Consulting
$120K - $180K *
The Director of Retirement Plan Consulting will lead a team to provide technical support and fiduciary education for ERISA and non-ERISA retirement plans. This role involves managing client relationsh...
1 week ago
Wealth Client Management Consultant
$80K - $120K *
The Wealth Client Management Consultant at CAPTRUST is responsible for servicing and retaining wealth client relationships by collaborating with financial advisors. This role involves providing except...
1 month ago
$90K - $100K *
CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. The role involves providing comprehensive financial planning, investment management solutio...
1 month ago
Financial Advisor - Retirement Plans
$120K - $150K *
CAPTRUST is seeking a Retirement Plan Financial Advisor to build and manage a diverse portfolio of retirement plan clients. The role involves cultivating new client relationships, delivering presentat...
1 month ago
Institutional Client Management Consultant
$80K - $120K *
The Institutional Client Management Consultant at CAPTRUST will collaborate with financial advisors to manage and retain institutional client relationships, including retirement plans and foundations...
Reposted 1 month ago
$70K - $95K *
The Digital Adoption Specialist at CAPTRUST is responsible for enhancing user experience within the Dynamics CRM platform by implementing in-app guidance and creating seamless user journeys. This role...
1 month ago
Wealth Client Management Consultant
$75K - $100K *
The Wealth Client Management Consultant at CAPTRUST is responsible for servicing and retaining wealth client relationships by collaborating with financial advisors. This role involves providing except...
1 month ago
$80K - $120K *
CAPTRUST is seeking a Senior Marketing Manager to lead and coordinate various marketing projects within a dynamic and collaborative environment. The role involves working closely with cross-functional...
$80K - $120K *
The Trust Administrator Relationship Manager is responsible for delivering high-level customer service and managing all aspects of trust administration for clients. This role involves working with a w...
$100K - $130K *
CAPTRUST is seeking an Azure Infrastructure Engineer to design, deploy, and maintain secure, scalable, and resilient cloud solutions. The role involves driving cloud initiatives, optimizing infrastruc...
$90K - $120K *
The Institutional Advisor at CAPTRUST is responsible for building and servicing a practice of institutional clients, developing new client relationships, delivering sales presentations, and providing...
$90K - $131K *
Seeking a motivated and experienced Product Manager with deep expertise in Microsoft Dynamics 365 to lead the development, optimization, and expansion of the CRM platform...
$65K - $97K *
The RFP Marketing Consultant at CAPTRUST will be responsible for supporting, executing, and elevating business development efforts through the creation and fulfillment of various deliverables such as...
Wealth Client Management Consultant
$65K - $97K *
The Wealth Client Management Consultant at CAPTRUST works with financial advisors to service and retain wealth client relationships, providing exceptional client service and recommending solutions to...
$121K - $181K *
Seeking a Corporate M&A Counsel experienced in transactional matters to lead legal due diligence for acquisitions, negotiate transactional documents, and assist in post-acquisition integration...