CAPTRUST is seeking an experienced Senior Portfolio Integrations Lead to join its Portfolio Strategist team. The Senior Portfolio Integrations Lead will be responsible for managing transition ...
60 Captrust Senior Portfolio Manager Jobs Hiring Near You
CAPTRUST is seeking an experienced Senior Portfolio Integrations Lead to join its Portfolio Strategist team. The Senior Portfolio Integrations Lead will be responsible for managing transition ...
CAPTRUST is seeking an OCIO Portfolio Specialist who will work closely with financial advisors ... Manage OCIO investment portfolios by ensuring assets are appropriately allocated and in compliance ...
CAPTRUST is seeking an OCIO Portfolio Specialist who will work closely with financial advisors ... Manage OCIO investment portfolios by ensuring assets are appropriately allocated and in compliance ...
CAPTRUST is seeking an OCIO Portfolio Specialist who will work closely with financial advisors ... Manage OCIO investment portfolios by ensuring assets are appropriately allocated and in compliance ...
CAPTRUST is seeking an OCIO Portfolio Specialist who will work closely with financial advisors ... Manage OCIO investment portfolios by ensuring assets are appropriately allocated and in compliance ...
Support senior advisor(s) in managing and growing client relationships * Manage ongoing ... etc. of client portfolios with CAPTRUST's research and trading teams. Enter meeting notes in ...
Support senior advisor(s) in managing and growing client relationships * Manage ongoing ... etc. of client portfolios with CAPTRUST's research and trading teams. Enter meeting notes in ...
Support senior advisor(s) in managing and growing client relationships * Manage ongoing ... etc. of client portfolios with CAPTRUST's research and trading teams. Enter meeting notes in ...
Support senior advisor(s) in managing and growing client relationships * Manage ongoing ... etc. of client portfolios with CAPTRUST's research and trading teams. Enter meeting notes in ...
Senior Financial Advisor
New Hyde Park, NY · On-site
$175K - $225K/yr
Partner with CAPTRUST's national investment resources to deliver customized portfolio strategies ... wealth management or financial planning experience preferred * CFP, CFA, CPA, or JD required
Senior Financial Advisor
New Hyde Park, NY · On-site
$175K - $225K/yr
Partner with CAPTRUST's national investment resources to deliver customized portfolio strategies ... wealth management or financial planning experience preferred * CFP, CFA, CPA, or JD required
CAPTRUST is seeking a Business Development Financial Advisor who will assist in bringing in new ... OR holds a CFP ® , CFA ® , CPA, or qualifies as a securities portfolio manager * Meet and ...
CAPTRUST is seeking a Business Development Financial Advisor who will assist in bringing in new ... OR holds a CFP ® , CFA ® , CPA, or qualifies as a securities portfolio manager * Meet and ...
Associate Trader
Costa Mesa, CA · On-site
CAPTRUST is seeking an Associate Trader for an early-career investment role designed for individuals seeking to build a career in trading, investment research, and portfolio management. The position ...
Associate Trader
Costa Mesa, CA · On-site
CAPTRUST is seeking an Associate Trader for an early-career investment role designed for individuals seeking to build a career in trading, investment research, and portfolio management. The position ...
CAPTRUST is seeking an Associate Trader for an early-career investment role designed for individuals seeking to build a career in trading, investment research, and portfolio management. The position ...
CAPTRUST is seeking an Associate Trader for an early-career investment role designed for individuals seeking to build a career in trading, investment research, and portfolio management. The position ...
CAPTRUST is seeking a Business Development Financial Advisor who will assist in bringing in new ... OR holds a CFP ® , CFA ® , CPA, or qualifies as a securities portfolio manager * Meet and ...
CAPTRUST is seeking a Business Development Financial Advisor who will assist in bringing in new ... OR holds a CFP ® , CFA ® , CPA, or qualifies as a securities portfolio manager * Meet and ...
Senior Financial Advisor
$175K - $225K/yr
Partner with CAPTRUST's national investment resources to deliver customized portfolio strategies ... wealth management or financial planning experience preferred * CFP, CFA, CPA, or JD required
Senior Financial Advisor
$175K - $225K/yr
Partner with CAPTRUST's national investment resources to deliver customized portfolio strategies ... wealth management or financial planning experience preferred * CFP, CFA, CPA, or JD required
Senior Compliance Analyst
Raleigh, NC · On-site
CAPTRUST is seeking a Senior Compliance Analyst to join our Compliance Team. You will work with the ... Exposure to one or more Investment Adviser portfolio management and/or trading systems (e.g ...
Senior Compliance Analyst
Raleigh, NC · On-site
CAPTRUST is seeking a Senior Compliance Analyst to join our Compliance Team. You will work with the ... Exposure to one or more Investment Adviser portfolio management and/or trading systems (e.g ...
Senior Financial Planner
New Hyde Park, NY · On-site
$150K - $200K/yr
Partner with CAPTRUST's national investment resources to deliver customized portfolio strategies ... wealth management or financial planning experience preferred * CFP ® designation strongly ...
Senior Financial Planner
New Hyde Park, NY · On-site
$150K - $200K/yr
Partner with CAPTRUST's national investment resources to deliver customized portfolio strategies ... wealth management or financial planning experience preferred * CFP ® designation strongly ...
... portfolios with CAPTRUST's research and trading teams * Serve as a liaison for the team with other ... Senior Advisors and clients * Excellent communication and presentation skills, ability to ...
... portfolios with CAPTRUST's research and trading teams * Serve as a liaison for the team with other ... Senior Advisors and clients * Excellent communication and presentation skills, ability to ...
Senior Compliance Analyst
Raleigh, NC · On-site
CAPTRUST is seeking a Senior Compliance Analyst to join our Compliance Team. You will work with the ... Exposure to one or more Investment Adviser portfolio management and/or trading systems (e.g ...
Senior Compliance Analyst
Raleigh, NC · On-site
CAPTRUST is seeking a Senior Compliance Analyst to join our Compliance Team. You will work with the ... Exposure to one or more Investment Adviser portfolio management and/or trading systems (e.g ...
Retirement Plan Consulting, Senior Manager
$130K - $200K/yr
Overview CAPTRUST is seeking a Retirement Plan Consulting, Senior Manager to collaborate with Financial Advisors, client service professionals, and clients to provide technical retirement plan ...
Retirement Plan Consulting, Senior Manager
$130K - $200K/yr
Overview CAPTRUST is seeking a Retirement Plan Consulting, Senior Manager to collaborate with Financial Advisors, client service professionals, and clients to provide technical retirement plan ...
CAPTRUST is seeking a dynamic and client-focused Wealth Financial Advisor Relationship Manager to ... portfolio management topics. The Wealth Financial Advisor Relationship Manager will also handle ...
CAPTRUST is seeking a dynamic and client-focused Wealth Financial Advisor Relationship Manager to ... portfolio management topics. The Wealth Financial Advisor Relationship Manager will also handle ...
CAPTRUST is seeking a dynamic and client-focused Wealth Financial Advisor Relationship Manager to ... portfolio management topics. The Wealth Financial Advisor Relationship Manager will also handle ...
CAPTRUST is seeking a dynamic and client-focused Wealth Financial Advisor Relationship Manager to ... portfolio management topics. The Wealth Financial Advisor Relationship Manager will also handle ...
Execute against CAPTRUST's strategic communications plan in partnership with the Communications Senior Manager * Pitch and secure placements across top-tier, trade, broadcast, and local media * Vet ...
Execute against CAPTRUST's strategic communications plan in partnership with the Communications Senior Manager * Pitch and secure placements across top-tier, trade, broadcast, and local media * Vet ...
Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items ... portfolios with CAPTRUST's research and trading teams Minimum Qualifications: * 5+ years of ...
Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items ... portfolios with CAPTRUST's research and trading teams Minimum Qualifications: * 5+ years of ...
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Re-posted 13 days ago
Job description
Overview
WHO are we looking for?
CAPTRUST is seeking an experienced Senior Portfolio Integrations Lead to join its Portfolio Strategist team. The Senior Portfolio Integrations Lead will be responsible for managing transition strategies and implementing plans for newly integrated offices. They will drive smooth transitions of accounts into centralized investment strategies, establish and manage transition timelines, oversee initial relationships, and ensure adherence to defined strategy guidelines and client-specific constraints.
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 8:00 a.m. to 5:00 p.m. and Friday from 8:00 a.m. to 4:00 p.m.
Responsibilities
Qualifications
Minimum Qualifications:
Desired Qualifications/Skills
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 place 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.
WHERE will you be working?
Remote
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 burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the 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:
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. #mid-senior
This position will remain open until filled.
WHO are we looking for?
CAPTRUST is seeking an experienced Senior Portfolio Integrations Lead to join its Portfolio Strategist team. The Senior Portfolio Integrations Lead will be responsible for managing transition strategies and implementing plans for newly integrated offices. They will drive smooth transitions of accounts into centralized investment strategies, establish and manage transition timelines, oversee initial relationships, and ensure adherence to defined strategy guidelines and client-specific constraints.
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 8:00 a.m. to 5:00 p.m. and Friday from 8:00 a.m. to 4:00 p.m.
Responsibilities
- Evaluate accounts and investment strategies to design and execute implementation plans that migrate accounts to centralized resources, ensuring compliance with stated strategy guidelines and client-specific restrictions
- Respond to stakeholder inquiries and effectively articulate internal processes and strategic direction to key decision-makers, driving successful transitions to centralized resources
- Develop, document, and review implementation proposals, ensuring all transitions comply with advisors and client requirements and constraints
- Clearly communicate plan and expectations to internal stakeholders
- 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 Mergers and Acquisitions Team, Integrations, Investment Group, Advisor teams, and Trading Teams regularly
- Review and implement trades for 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
- Assist or run point on ad hoc requests within the team or from other teams as needed
- Review and maintain key performance data for the team to report on a quarterly basis
Qualifications
Minimum Qualifications:
- 7-10+ years of professional experience in portfolio management or investment implementation within a wealth management or RIA environment
- Demonstrated success executing portfolio transitions, implementation plans, or strategy migrations across client accounts with varying levels of complexity
- Strong understanding of asset allocation, investment strategies, and portfolio construction principles
- Proven experience evaluating portfolios against model strategy guidelines and client-specific constraints
- Knowledgeable in rebalancing and trading platforms, including account setup, administrative changes, and data integrity oversight
- Ability to communicate complex investment, risk, and portfolio information clearly and effectively to internal leadership and external partners
Desired Qualifications/Skills
- Experience managing large-scale transitions to centralized or model-based investment strategies
- Advanced proficiency with rebalancing and portfolio management platforms (e.g., RedBlack, SS&C, Black Diamond, or similar enterprise systems)
- Ability to independently manage multiple transition timelines and priorities while meeting aggressive deadlines
- Expertise in developing, reviewing, and executing investment implementation proposals and transition plans, including portfolio recommendations for internal stakeholders and advisor teams
- Proven capability in monitoring, maintaining, and delivering operational and performance metrics to leadership, with an emphasis on accuracy, consistency, and decision-supporting insights
- Demonstrated ability to succeed in a high-growth, process-driven, deadline-oriented organization
- Able to serve as a key point of contact during complex transitions, influencing outcomes without direct authority
- High level of professionalism, attention to detail, and accountability
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 place 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.
- 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)
- Compensation range (depending on location and experience): $105,000 - $150,000
WHERE will you be working?
Remote
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 burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the 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. #mid-senior
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