Overview

WHO are we looking for?

CAPTRUST is seeking an experienced Program Manager to oversee projects within our Institutional business line. This role focuses on enhancing services and ensuring operational excellence for retirement plan sponsors, endowments, and foundations. The Program Manager will ensure projects are completed on time, within budget, and to high standards. They will coordinate efforts, manage interdependencies, and streamline processes for growth. By aligning projects with strategic goals, the Program Manager will drive efficiency, manage risks, and facilitate scalable growth. Acting as a central communication point for stakeholders, the Program Manager will ensure transparency and alignment, enabling the firm to adapt and pivot strategies effectively.

Responsibilities

Oversee the institutional business line program to enhance services by improving processes and back-office operations
Ensure all projects contribute to the company's strategic goals
Develop comprehensive program plans, timelines, and milestones for various initiatives within the Institutional business line
Efficiently allocate resources to ensure optimal productivity and success across multiple institutional services
Lead and motivate project teams, fostering collaboration and communication
Serve as the primary point of contact for stakeholders, providing regular updates and addressing concerns
Identify potential risks and develop mitigation strategies to ensure project success
Monitor program budgets, ensuring costs are controlled and financial objectives are met
Track and report on program performance, using metrics to assess progress and identify areas for improvement
Continuously evaluate and improve program management processes and methodologies to enhance overall service delivery.

Qualifications

Minimum Qualifications:

Bachelor's degree in business administration, project management, or related field
5+ years of experience in program or project management
Strong leadership and team management skills
Excellent communication and interpersonal abilities
Proficiency in project management software (e.g., MS Project, Asana, DevOps)
Strong analytical and problem-solving skills
Ability to work under pressure and meet tight deadlines

Desired Qualifications/Skills:

Experience in the financial services or wealth management industry
MBA or advanced degree in a related field

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. #mid-senior

Our Employee Benefits Package shows how much we value our team. Some benefits include:

Employee ownership opportunities
Brick Bonus success sharing program
Comprehensive health coverage + Personify wellness platform
401(k) program with a 5% employer match + financial planning for colleagues

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

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.

Average Compensation: $108,969

How Much Do CapTrust Employees Make?