CAPTRUST

Business Development Rep

• Develop Client Relationships: Work directly within custodial distribution channels in their branches to develop relationships and business flows.
• Build Networks: Develop relationships with custodial distribution relationship financial consultants in their branches through seminars and other activities.
• Travel: Travel is generally limited to Los Angeles and surrounding areas.

Business Development Financial Advisor

Events

• Own the end‑to‑end event lifecycle (strategy, planning, execution, and follow‑up) for client and prospect programs—webinars, seminars, client forums, and partner activations—against business development goals and an annual events calendar
• Build project plans and run‑of‑show timelines; define milestones, owners, and proactively escalate potential roadblocks
• Source and secure venues/vendors (A/V, catering, décor, transportation); negotiate terms, and coordinate day‑of logistics and load‑in/out
• Set and track budgets; reconcile final actuals against budget; report cost per registrant/attendee
• Coordinate staffing plans (greeters, speakers, exec hosts) and on‑site roles; lead day‑of execution and post‑mortems
• Build and manage registration sites and workflows including confirmation, reminder, and waitlists, own attendee data hygiene and list management
• Coordinate speaker briefings, agendas, and presentations; collect, QA, and distribute materials; manage event collateral and signage.
• Define and track success metrics (registrations, show rate, engagement, satisfaction/NPS, cost/attendee, influenced/sourced pipeline in partnership with) marketing team
• Maintain detailed event records; deliver insights and recommendations to improve program effectiveness and ROI
• Coordinate internal meetings and executive reviews tied to events (briefings, prep sessions, dry‑runs)
• Work cross‑functionally with Business Development, Marketing, Creative/Brand, Compliance, to ensure flawless execution.

Marketing Events Coordinator

Financial Planning and Analysis

• Identify, establish, and manage new client relationships.
• Offer ongoing financial planning and investment management services.
• Regularly review and update financial plans and portfolios.
• Provide financial planning and education to retirement plan participants.
• Develop relationships with referral sources, centers of influence, and external partners.
• Be prepared to travel as needed.

Wealth Financial Advisor

Counselor

• Provide financial planning and education to retirement plan participants in group or individual sessions
• Manage and maintain various annual client projects
• Manage specific department tasks such as reporting, ongoing communications, and presentation development
• Travel to client locations and manage expenses; may travel up to 80% of time out of town, including overnight

Business Development Financial Advisor

Marketing Events Coordinator

Wealth Financial Advisor

Financial Counselor II