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60 Captrust Operations Jobs Hiring Near You

CAPTRUST

Defined Contribution Specialist

Raleigh, NC · On-site

... 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 ...

CAPTRUST

Senior Portfolio Integrations Lead

CAPTRUST is seeking an experienced Senior Portfolio Integrations Lead to join its Portfolio ... From day one, you will have an impact on the efficiency and effectiveness of our daily operations ...

CAPTRUST

Senior Administrative Assistant

Dallas, TX · On-site

Serve as the main point of contact for CAPTRUST employees seeking assistance to ensure smooth branch operations. * Assist with planning and preparation of client events and employee event * Training ...

CAPTRUST

Wealth Client Management Consultant

Boston, MA · On-site

$85K - $100K/yr

Wealth Client Management Consultant CAPTRUST is seeking a Wealth Client Management Consultant who ... operational teams at various custodians. Primary responsibilities may include the following ...

CAPTRUST

Wealth Client Management Consultant

Boston, MA · On-site

$85K - $100K/yr

CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several ... operational teams at various custodians. Primary responsibilities may include the following ...

CAPTRUST

Director of AI Enablement

Raleigh, NC · On-site

CAPTRUST is seeking a Director of AI Enablement to lead the adoption and scaling of artificial ... operations. * Build and lead the AI enablement function as adoption and business impact grow.

CAPTRUST

Tax Associate

New Orleans, LA

$55K - $74K/yr

CAPTRUST is seeking a Tax Associate that will provide exposure to the inner-workings of a wealth ... operational business planning * Support the client services and administrative teams as needed ...

CAPTRUST

Tax Associate

New Orleans, LA · On-site

$55K - $74K/yr

CAPTRUST is seeking a Tax Associate that will provide exposure to the inner-workings of a wealth ... operational business planning * Support the client services and administrative teams as needed ...

CAPTRUST

Associate | Relationship Management

Brentwood, TN · On-site

$37K - $47K/yr

CAPTRUST is seeking a dynamic Associate | Relationship Management who will deliver high-level ... Track next steps and ensure follow-through on all client action items Account Opening & Operational ...

CAPTRUST

Azure Infrastructure Engineer

Raleigh, NC · On-site

$104K - $137K/yr

CAPTRUST is seeking a Azure Infrastructure Engineer to own implementation of Azure infrastructure ... Establish monitoring and operational practices to maintain system performance and reduce service ...

CAPTRUST

Principal Software Engineer

Raleigh, NC · On-site

$131K - $175K/yr

CAPTRUST is seeking a highly skilled and self-driven Senior Specialist Software Engineer to serve ... operational readiness). * Serve as an escalation point for complex production issues--debugging ...

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    Infographic showing various Operations job openings at Captrust in the United States as of August 2026, with employment types broken down into 96% Full Time, 3% Part Time, and 1% Temporary. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

    Wealth Client Management Consultant

    CAPTRUST

    Alexandria, VA • On-site

    Full-time

    Medical, Dental, Vision, Life, Retirement, PTO

    Re-posted yesterday

    Job description

    Overview
    WHO are we looking for?
    CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, amongst others.
    Responsibilities
    • Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service
    • Services existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests) with the highest level of service and prompt follow-up with the client
    • Prepares and provides documentation and materials required for client calls and visits
    • May participate in investment reviews and annual reviews
    • Onboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements
    • Works with Financial Advisors and internal business partners to determine best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding our CAPTRUST culture
    • Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance
    • Performs other duties and special projects as required, including firm-wide initiatives
    • Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role

    Qualifications
    Minimum Qualifications:
    • Minimum 5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment
    • Completion of a four-year college degree from an accredited college or equivalent work experience

    Desired Qualifications/Skills:
    • Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor
    • Ability to navigate spreadsheets
    • Excellent math skills and the ability to quickly grasp financial and investment concepts
    • Positive attitude and a team player
    • Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously
    • Analytical thinker and problem solver
    • Energized by change and ability to think "outside the box" regarding process improvement
    • Flexibility to handle changing priorities, pressure, and short deadlines
    • Self-motivated; ability to work well independently and with others
    • A high standard of professionalism and notable attention to detail
    • Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
    • Exceptional written and verbal communication skill

    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?
    330 John Carlyle Street #400 | Alexandria, Virginia 22314
    Due to the nature of the role, this is not a remote or work from home position.
    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. #mid-senior
    This position will remain open until filled.

    Apply