As a Portfolio Implementation Associate, you will operate within the Investment Group to ensure accounts are invested according to their chosen strategy and abide by any client instructions and ...
As a Portfolio Implementation Associate, you will operate within the Investment Group to ensure accounts are invested according to their chosen strategy and abide by any client instructions and ...
Senior Research and Implementation Associate Department: Client Teams Employment Type: Permanent - Full Time Location: US Description This is more than a traditional research position. As our Senior ...
Senior Research and Implementation Associate Department: Client Teams Employment Type: Permanent - Full Time Location: US Description This is more than a traditional research position. As our Senior ...
Managed Implementation Associate
Meridian, ID ยท On-site
Position Overview This role is responsible for supporting client implementations with a strong focus on data migration, validation, and test payroll execution. This role involves collaborating ...
Managed Implementation Associate
Meridian, ID ยท On-site
Position Overview This role is responsible for supporting client implementations with a strong focus on data migration, validation, and test payroll execution. This role involves collaborating ...
Position Overview This role is responsible for supporting client implementations with a strong focus on data migration, validation, and test payroll execution. This role involves collaborating ...
Position Overview This role is responsible for supporting client implementations with a strong focus on data migration, validation, and test payroll execution. This role involves collaborating ...
Position Overview This role is responsible for supporting client implementations with a strong focus on data migration, validation, and test payroll execution. This role involves collaborating ...
Position Overview This role is responsible for supporting client implementations with a strong focus on data migration, validation, and test payroll execution. This role involves collaborating ...
Managed Implementation Associate
Meridian, ID ยท On-site
Position Overview This role is responsible for supporting client implementations with a strong focus on data migration, validation, and test payroll execution. This role involves collaborating ...
Quick apply
Managed Implementation Associate
Meridian, ID ยท On-site
Position Overview This role is responsible for supporting client implementations with a strong focus on data migration, validation, and test payroll execution. This role involves collaborating ...
Product Implementation Associate
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$49K - $54K/yr
We are seeking a client-driven Product Implementation Associate to join our Implementations team in St. Louis Park. Reporting to the AVP Product Implementations, this role is responsible for the ...
New
Product Implementation Associate
Saint Louis Park, MN ยท On-site
$49K - $54K/yr
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New
Portfolio Implementation Associate
Boston, MA ยท On-site
We are seeking an Associate to join the Portfolio Implementation Team supporting Eaton Vance Equity portfolios. This role sits at the center of the investment process working closely with Portfolio ...
Portfolio Implementation Associate
Boston, MA ยท On-site
We are seeking an Associate to join the Portfolio Implementation Team supporting Eaton Vance Equity portfolios. This role sits at the center of the investment process working closely with Portfolio ...
Position Overview This role is responsible for supporting client implementations with a strong focus on data migration, validation, and test payroll execution. This role involves collaborating ...
Quick apply
Position Overview This role is responsible for supporting client implementations with a strong focus on data migration, validation, and test payroll execution. This role involves collaborating ...
Overview We are seeking a detail-oriented and collaborative Implementation Associate to support the configuration and delivery of client solutions. This role works closely with consultants and ...
Overview We are seeking a detail-oriented and collaborative Implementation Associate to support the configuration and delivery of client solutions. This role works closely with consultants and ...
Trading & Portfolio Implementation Associate
Irvine, CA ยท On-site
$78K - $113K/yr
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Trading & Portfolio Implementation Associate
Irvine, CA ยท On-site
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The Trading & Portfolio Implementation Associate will be part of a team that serves as the hub of construction, optimization, and trading of FFA global portfolios. They will collaborate with client ...
Trading & Portfolio Implementation Associate
Irvine, CA ยท On-site
$78K - $113K/yr
The Trading & Portfolio Implementation Associate will be part of a team that serves as the hub of construction, optimization, and trading of FFA global portfolios. They will collaborate with client ...
Trading & Portfolio Implementation Associate
Irvine, CA ยท On-site
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Client Onboarding Implementation Associate
Charlotte, NC ยท On-site
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Boston, MA ยท On-site
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Customer Implementation Associate
Boston, MA ยท On-site
The Customer Implementation Associate plays a key role in guiding new customers through onboarding and implementation of Sertifi and Flywire solutions. This role supports the transition from sales to ...
The Implementation Associate (IA) supports the onboarding of new Employers and Consultant partners into the ParetoHealth community by ensuring the operational and administrative components of ...
The Implementation Associate (IA) supports the onboarding of new Employers and Consultant partners into the ParetoHealth community by ensuring the operational and administrative components of ...
The Customer Implementation Associate plays a key role in guiding new customers through onboarding and implementation of Sertifi and Flywire solutions. This role supports the transition from sales to ...
The Customer Implementation Associate plays a key role in guiding new customers through onboarding and implementation of Sertifi and Flywire solutions. This role supports the transition from sales to ...
As a Client Onboarding Implementation Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client ...
As a Client Onboarding Implementation Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client ...
The Implementation Associate (IA) supports the onboarding of new Employers and Consultant partners into the ParetoHealth community by ensuring the operational and administrative components of ...
Quick apply
The Implementation Associate (IA) supports the onboarding of new Employers and Consultant partners into the ParetoHealth community by ensuring the operational and administrative components of ...
Trading & Portfolio Implementation Associate
Irvine, CA ยท On-site
$78K - $113K/yr
The Trading & Portfolio Implementation Associate will be part of a team that serves as the hub of construction, optimization, and trading of FFA global portfolios. They will collaborate with client ...
Quick apply
Trading & Portfolio Implementation Associate
Irvine, CA ยท On-site
$78K - $113K/yr
The Trading & Portfolio Implementation Associate will be part of a team that serves as the hub of construction, optimization, and trading of FFA global portfolios. They will collaborate with client ...
We are seeking an Associate to join the Portfolio Implementation Team supporting Eaton Vance Equity portfolios. This role sits at the center of the investment process working closely with Portfolio ...
We are seeking an Associate to join the Portfolio Implementation Team supporting Eaton Vance Equity portfolios. This role sits at the center of the investment process working closely with Portfolio ...
Implementation Associate information
See salary details
$44.5K - $57.8K
8% of jobs
$57.8K - $71.1K
16% of jobs
$72K is the 25th percentile. Wages below this are outliers.
$71.1K - $84.5K
12% of jobs
$84.5K - $97.8K
12% of jobs
The median wage is $100.8K / yr.
$97.8K - $111.1K
12% of jobs
$111.1K - $124.4K
6% of jobs
$124.4K - $137.7K
7% of jobs
$140.7K is the 75th percentile. Wages above this are outliers.
$137.7K - $151K
11% of jobs
$151K - $164.4K
8% of jobs
$164.4K - $177.7K
5% of jobs
$177.7K - $191K
3% of jobs
$44.5K
$113K
$191K
How much do implementation associate jobs pay per year?
What are the key skills and qualifications needed to thrive as an Implementation Associate, and why are they important?
What are Implementation Associates?
What are some common challenges Implementation Associates face when managing multiple client projects simultaneously?
What is the difference between Implementation Associate vs Project Coordinator?
| Aspect | Implementation Associate | Project Coordinator |
|---|---|---|
| Required Credentials | Bachelor's degree, relevant certifications (e.g., PMP, Six Sigma) | Bachelor's degree, often certifications in project management |
| Work Environment | Client-facing, technical, consulting or software deployment settings | Office-based, administrative, and planning environments |
| Employer & Industry Usage | Tech, healthcare, consulting firms | Corporate, non-profit, government sectors |
| Common Search & Comparison | Implementation Associate vs Project Coordinator |
The Implementation Associate typically focuses on deploying solutions, coordinating technical tasks, and working closely with clients during project rollouts. In contrast, the Project Coordinator manages project schedules, resources, and communication across teams. While both roles require strong organizational skills and some project management knowledge, Implementation Associates often have a more technical or client-facing focus, whereas Project Coordinators handle broader project logistics and administration.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 19 days ago
Job description
WHO are we looking for?
CAPTRUST is seeking a Portfolio Implementation Associate who will work in conjunction with the Investment Group to manage accounts. As a Portfolio Implementation Associate, you will operate within the Investment Group to ensure accounts are invested according to their chosen strategy and abide by any client instructions and restrictions.
From day one, you will have an impact on the efficiency and effectiveness of our daily operations, and a lasting influence on our growth plans. Our ideal candidate is comfortable working with all levels of management to gain an in-depth understanding of our strategy and services. He/She/They will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative, and accountable while performing under tight deadlines. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. Primary responsibilities may include the following, among others:
Responsibilities
- Review accounts to ensure they are invested properly according to the stated strategy guidelines and any client restrictions
- Implement discretionary model changes and review orders for accuracy
- Review and implement trades for discretionary accounts due to contributions, distributions, asset allocation changes, or other changes while ensuring the accounts are in line with the strategy after such events take place
- Prepare and review audit and drift reports to ensure all accounts are in line with stated strategy guidelines, asset allocation targets and restrictions
- Manage administrative changes for accounts in the CAPTRUST rebalancing and trading platform
- Manage data integrity in the CAPTRUST rebalancing and trading platform
- Collaborate and communicate with the Investment Group, Client Service, Advisor teams, and Trading Teams regularly
- Assist or run point on ad hoc requests within the team or from other teams as needed
Qualifications
Minimum Qualifications:
- Bachelor's degree or equivalent years of work experience
- Basic understanding of financial markets
- Intermediate level Excel knowledge (VLOOKUP, pivot tables, macros, etc.)
Desired Qualifications/Skills:
- 1-3 years of work experience related to finance and portfolio management responsibilities
- Basic understanding of financial markets.
- Understanding of market knowledge, operational aspects of asset/money movement, rebalancing accounts, and trading attributes of different investment types
- Experience working with a Trading Order Management System or Rebalancer system
- Technology savvy, Power BI experience a plus
- Collaborative and team oriented
- Ability to be detail oriented in a fast-paced environment
- Good organization skills such as multi-tasking, adapting priorities and meeting deadlines
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.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Company discretionary bonus.
- Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
- Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
- Paid time off (PTO) or Paid Sick Leave (PSL)
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.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#associate
This position will remain open until filled.
About CAPTRUST
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
501 - 1,000 Employees
Headquarters location
Raleigh, NC, US
Year founded
1989