CAPTRUST Jobs Hiring Now
CAPTRUST is hiring for 20 open roles on Migrate Mate as of July 16, 2026, concentrated in accounting and administrative & office support, with listed salaries up to about $150,000. Migrate Mate updates CAPTRUST's live openings daily. CAPTRUST is a financial advisory and retirement plan consulting firm serving institutional clients and individual investors across wealth management, financial planning, and client relationship functions.
Find CAPTRUST JobsOverview
CAPTRUST hiring data on Migrate Mate, as of July 16, 2026.
- Open jobs
- 20
- Top team
- Accounting
- Seniority
- Mid to senior level
- Work type
- 0% remote or hybrid
- Top location
- Raleigh
- Salary range
- $75,000–$150,000
Listed salaries for CAPTRUST roles on Migrate Mate range from about $75,000 to $150,000 per year across 20 open roles, as of July 16, 2026.
Open Roles at CAPTRUST
Showing 20 of 20+ CAPTRUST jobs
Employee Accounts Relationship Manager
We won't show you this job again
Added 4d ago
CAPTRUST
Employee Accounts Relationship Manager
Raleigh, North Carolina
Added 4d ago
Senior Financial Planner
We won't show you this job again
Added 1w ago
CAPTRUST
Senior Financial Planner
New Hyde Park, New York
Added 1w ago
Senior Administrative Assistant
We won't show you this job again
Added 1w ago
CAPTRUST
Senior Administrative Assistant
Brentwood, Tennessee
Added 1w ago
Institutional Client Management Associate II
We won't show you this job again
Added 1w ago
CAPTRUST
Institutional Client Management Associate II
Charlotte, North Carolina
Added 1w ago
Content Strategist and Public Relations Consultant
We won't show you this job again
Added 1w ago
CAPTRUST
Content Strategist and Public Relations Consultant
Raleigh, North Carolina
Added 1w ago
Senior Communications Associate
We won't show you this job again
Added 1w ago
CAPTRUST
Senior Communications Associate
Raleigh, North Carolina
Added 1w ago
Administrative Assistant
We won't show you this job again
Added 2w ago
CAPTRUST
Administrative Assistant
Dallas, Texas
Added 2w ago
Business Development Senior Associate
We won't show you this job again
Added 2w ago
CAPTRUST
Business Development Senior Associate
Raleigh, North Carolina
Added 2w ago
Wealth Financial Advisor
We won't show you this job again
Added 3w ago
CAPTRUST
Wealth Financial Advisor
Phoenix, Arizona
Added 3w ago
Identity and Access Management Team Lead
We won't show you this job again
Added 3w ago
CAPTRUST
Identity and Access Management Team Lead
Raleigh, North Carolina
Added 3w ago
Wealth Relationship Manager Associate
We won't show you this job again
Added 3w ago
CAPTRUST
Wealth Relationship Manager Associate
San Antonio, Texas
Added 3w ago
Senior Client Management Associate
We won't show you this job again
Added 3w ago
CAPTRUST
Senior Client Management Associate
Alexandria, Virginia
Added 3w ago
Financial Advisor Relationship Manager
We won't show you this job again
Added 1mo ago
CAPTRUST
Financial Advisor Relationship Manager
Allentown, Pennsylvania
Added 1mo ago
Senior Client Management Associate
We won't show you this job again
Added 1mo ago
CAPTRUST
Senior Client Management Associate
New Orleans, Louisiana
Added 1mo ago
Administrative Assistant
We won't show you this job again
Added 1mo ago
CAPTRUST
Administrative Assistant
Allentown, Pennsylvania
Added 1mo ago
Legal Operations Manager
We won't show you this job again
Added 1mo ago
CAPTRUST
Legal Operations Manager
Raleigh, North Carolina
Added 1mo ago
Data Quality Analyst
We won't show you this job again
Added 1mo ago
CAPTRUST
Data Quality Analyst
Raleigh, North Carolina
Added 1mo ago
Wealth Client Management Consultant
We won't show you this job again
Added 1mo ago
CAPTRUST
Wealth Client Management Consultant
Sacramento, California
Added 1mo ago
Institutional Client Management Consultant
We won't show you this job again
Added 1mo ago
CAPTRUST
Institutional Client Management Consultant
Raleigh, North Carolina
Added 1mo ago
Tax Associate
We won't show you this job again
Added 1mo ago
CAPTRUST
Tax Associate
Boston, Massachusetts
Added 1mo ago
Added 4d ago
Employee Accounts Relationship Manager
CAPTRUST·Raleigh, North Carolina
On-Site
Bachelor's degree
501-1,000 employees
Job Description
Overview:
CAPTRUST is seeking an Employee Accounts Relationship Manager who will work with other CAPTRUST associates at all levels and across all business lines. The Employee Account Specialist uses specialized knowledge and skills, obtained through experience and/or formal training, to assist CAPTRUST associates and household members with opening and maintaining investment accounts and providing excellent client service to these associates. The successful candidate will serve as a guide to CAPTRUST associates and household members by navigating the employee account process, opening, and servicing accounts, and provide ongoing advice as requested as to appropriate account types and CAPTRUST model allocations. The Employee Account Relationship Manager manages all aspects of the employee account process from education and onboarding to service and maintenance. Primary responsibilities may include the following, among others:
Responsibilities:
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:
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?
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.
This position will remain open until filled.
WHO are we looking for?
CAPTRUST is seeking an Employee Accounts Relationship Manager who will work with other CAPTRUST associates at all levels and across all business lines. The Employee Account Specialist uses specialized knowledge and skills, obtained through experience and/or formal training, to assist CAPTRUST associates and household members with opening and maintaining investment accounts and providing excellent client service to these associates. The successful candidate will serve as a guide to CAPTRUST associates and household members by navigating the employee account process, opening, and servicing accounts, and provide ongoing advice as requested as to appropriate account types and CAPTRUST model allocations. The Employee Account Relationship Manager manages all aspects of the employee account process from education and onboarding to service and maintenance. Primary responsibilities may include the following, among others:
- Build relationships with CAPTRUST associates in all branch locations and at all levels of the firm by delivering exceptional proactive service, training, guidance, and follow-up
- Service existing employee account relationships (including calling, meeting, corresponding, and addressing requests as well as completing paperwork, 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 employee account activity, including proactive updates and status tracking for newly integrated offices
- Represent Wealth Client Service & Operations as the subject matter expert on employee accounts and serve as the primary contact in this area
- Share expertise on obstacles and propose solutions in discussions within and outside function and with leadership
- Lead peers within functional area by demonstrating the ability to be a technical expert and resource
- Onboard new employee accounts through correspondence, reports, new account paperwork, and advisory agreements; travel may be required to recently acquired locations to assist in onboarding process
- Partner with associates, leadership, 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 employee account records in accordance with CAPTRUST, industry, and regulatory compliance standards
- Performs other duties and special projects as required, including firm-wide initiatives
Minimum Qualifications:
- Completion of a four-year college degree or equivalent years of relevant experience
- FINRA Series 65 or 66 exam, or other qualification(s) allowing for IAR registration
- Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor
Desired Qualifications/Skills:
- 5+ years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment
- Proven experience in participation with mentoring peers, for example, departmental help line, leading and contributing to discussions in departmental meetings/goals/projects, and/or becoming involved in the department
- Excellent communication skills, the ability to communicate effectively with a diverse audience
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
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.#mid-senior
This position will remain open until filled.
CAPTRUST
Employee Accounts Relationship Manager
Raleigh, North Carolina
Added 4d ago501-1,000 employees
On-Site
Bachelor's degree
Job Description
Overview:
CAPTRUST is seeking an Employee Accounts Relationship Manager who will work with other CAPTRUST associates at all levels and across all business lines. The Employee Account Specialist uses specialized knowledge and skills, obtained through experience and/or formal training, to assist CAPTRUST associates and household members with opening and maintaining investment accounts and providing excellent client service to these associates. The successful candidate will serve as a guide to CAPTRUST associates and household members by navigating the employee account process, opening, and servicing accounts, and provide ongoing advice as requested as to appropriate account types and CAPTRUST model allocations. The Employee Account Relationship Manager manages all aspects of the employee account process from education and onboarding to service and maintenance. Primary responsibilities may include the following, among others:
Responsibilities:
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:
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?
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.
This position will remain open until filled.
WHO are we looking for?
CAPTRUST is seeking an Employee Accounts Relationship Manager who will work with other CAPTRUST associates at all levels and across all business lines. The Employee Account Specialist uses specialized knowledge and skills, obtained through experience and/or formal training, to assist CAPTRUST associates and household members with opening and maintaining investment accounts and providing excellent client service to these associates. The successful candidate will serve as a guide to CAPTRUST associates and household members by navigating the employee account process, opening, and servicing accounts, and provide ongoing advice as requested as to appropriate account types and CAPTRUST model allocations. The Employee Account Relationship Manager manages all aspects of the employee account process from education and onboarding to service and maintenance. Primary responsibilities may include the following, among others:
- Build relationships with CAPTRUST associates in all branch locations and at all levels of the firm by delivering exceptional proactive service, training, guidance, and follow-up
- Service existing employee account relationships (including calling, meeting, corresponding, and addressing requests as well as completing paperwork, 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 employee account activity, including proactive updates and status tracking for newly integrated offices
- Represent Wealth Client Service & Operations as the subject matter expert on employee accounts and serve as the primary contact in this area
- Share expertise on obstacles and propose solutions in discussions within and outside function and with leadership
- Lead peers within functional area by demonstrating the ability to be a technical expert and resource
- Onboard new employee accounts through correspondence, reports, new account paperwork, and advisory agreements; travel may be required to recently acquired locations to assist in onboarding process
- Partner with associates, leadership, 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 employee account records in accordance with CAPTRUST, industry, and regulatory compliance standards
- Performs other duties and special projects as required, including firm-wide initiatives
Minimum Qualifications:
- Completion of a four-year college degree or equivalent years of relevant experience
- FINRA Series 65 or 66 exam, or other qualification(s) allowing for IAR registration
- Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor
Desired Qualifications/Skills:
- 5+ years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment
- Proven experience in participation with mentoring peers, for example, departmental help line, leading and contributing to discussions in departmental meetings/goals/projects, and/or becoming involved in the department
- Excellent communication skills, the ability to communicate effectively with a diverse audience
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
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.#mid-senior
This position will remain open until filled.
Job Roles at CAPTRUST
Accounting3 jobs
Administrative & Office Support3 jobs
Business Development3 jobs
Business Strategy2 jobs
Account Management2 jobs
IT Support1 jobs
Electrical Engineering1 jobs
Compliance & Legal1 jobs
Cybersecurity1 jobs
Business Operations1 jobs
Working at CAPTRUST
CAPTRUST's 20 open roles are mid to senior level, and about 0% are remote or hybrid. The most active teams are accounting, administrative & office support, and business development. CAPTRUST is a financial advisory firm focused on retirement plan consulting, wealth management, and institutional investment advisory services. Its open roles span financial advising, client relationship management, business development, legal operations, and data and technology functions. Most CAPTRUST roles are based in Raleigh, with some in Allentown and New Hyde Park.
Explore more roles by function
Browse thousands of live openings across engineering, sales, product, and more, and apply in just a few clicks.
Browse jobs by roleCAPTRUST Jobs: Frequently Asked Questions
How many jobs is CAPTRUST hiring for right now?
CAPTRUST is hiring for 20 open roles on Migrate Mate as of July 16, 2026, updated daily, concentrated in accounting and administrative & office support. Open positions span financial advising, client management, business development, legal operations, and data and technology functions. Migrate Mate pulls CAPTRUST's listings directly so the count reflects what is actively posted.
What kinds of roles does CAPTRUST hire for?
The most active teams are accounting, administrative & office support, and business development. CAPTRUST hires across financial planning, wealth advising, institutional client management, relationship management, business development, tax, legal operations, and data and identity management. Roles range from associate-level and administrative positions through senior consultants and team leads, and most postings are mid to senior level.
Are CAPTRUST jobs remote or in-person?
Mostly on-site. About 0% of CAPTRUST's open roles on Migrate Mate are remote or hybrid as of July 16, 2026, with the rest based in Raleigh. Each CAPTRUST listing shows its work location so you can filter before applying.
How do I apply to a job at CAPTRUST?
Find a CAPTRUST role on Migrate Mate, then follow the listing through to CAPTRUST's own careers page to complete the application. CAPTRUST manages its own hiring process, including screening, interviews, and offers. Migrate Mate does not collect applications on CAPTRUST's behalf.
What do CAPTRUST jobs pay?
Listed salaries for CAPTRUST roles on Migrate Mate range from about $75,000 to $150,000 per year as of July 16, 2026, with most postings at mid to senior level. Exact pay is set by CAPTRUST and shown on each listing.
Does CAPTRUST hire entry-level?
Most of CAPTRUST's open roles on Migrate Mate are mid to senior level as of July 16, 2026. Entry-level openings are limited. Check individual CAPTRUST listings for stated experience requirements.
Where is CAPTRUST hiring?
Most CAPTRUST roles are based in Raleigh, with some in Allentown and New Hyde Park, and about 0% offer remote or hybrid work as of July 16, 2026. Migrate Mate shows the location on each listing.