CAPTRUST

Financial Planning and Analysis

• Lead Deep Client Relationships
• Serve as the lead advisor and trusted partner for high-net-worth clients and families
• Build long-term relationships grounded in trust, responsiveness, and thoughtful guidance
• Act as the “quarterback” across all aspects of clients’ financial lives
• Deliver Sophisticated Financial Planning
• Develop and oversee comprehensive financial strategies spanning: Retirement planning, Investment strategy, Tax planning, Estate and legacy planning, Risk management, Cash flow and wealth transfer strategies
• Translate complex financial concepts into clear, actionable recommendations that clients can confidently implement.
• Provide Investment Guidance
• Partner with CAPTRUST’s national investment resources to deliver customized portfolio strategies aligned with client goals and firm philosophy
• Guide clients through market events and evolving financial circumstances with clarity and confidence

Senior Financial Advisor

Senior Financial Planner

• Develop Client Relationships: Identify, establish, and manage new client relationships.
• Provide Financial Planning: Offer ongoing financial planning and investment management services.
• Conduct Reviews: Regularly review and update financial plans and portfolios.
• Educate Participants: Provide financial planning and education to retirement plan participants.
• Build Networks: Develop relationships with referral sources, centers of influence, and external partners.
• Travel: Be prepared to travel as needed.

Wealth Financial Advisor

Account Manager

• Prepare client financial plans
• Hold client review meetings
• Research and resolve client financial issues
• Provide excellent customer service and assist with answering questions.
• Gather additional AUM from existing clients
• Obtain referrals from existing client base
• Maintain up to date calendar to include appointments, tasks and internal meetings
• Stay up to date on current events, the market and the economy
• Develop COI relations with other professionals
• Ensure regulatory compliance is followed.
• Establish, maintain and update files, databases, records and/or other documents.
• Operate standard office equipment and use the required software applications.
• Attend Client functions, as assigned, which may be after office hours

Wealth Financial Advisor, Relationship Manager

Data Scientist

• Serve as the primary point of contact for At Work-related data and analytics needs
• Partner with CAPTRUST’s centralized data team to prioritize, design, and improve data solutions supporting At Work
• Help establish consistent definitions, metrics, and reporting standards across the At Work practice
• Improve data quality, clarity, and usability over time
• Support and enhance internal and client-facing reporting used by At Work teams
• Work closely with Operations to understand recurring reporting needs and reduce one-off or manual efforts
• Develop dashboards and reports that support operational planning, advisor effectiveness, and leadership decision-making
• Translate reporting outputs into insights that inform action, not just describe activity
• Develop qualitative and quantitative measures of client and participant engagement, trust, and relationship health
• Help establish ongoing feedback loops across the client and participant lifecycle, beyond episodic surveys
• Identify trends that signal strengthening relationships, stagnation, or potential breakdowns
• Support analysis related to the annual financial wellness survey and other experience-related initiatives
• Analyze patterns associated with strong long-term outcomes such as sustained engagement, retention, and expansion of advisory relationships as needs evolve
• Partner with leadership and Operations to identify where additional investment of time or resources may be needed
• Help reduce reliance on anecdotal feedback through clearer, shared insight

Data & Analytics Lead

• Support annual tax return preparation for individuals, trusts, and foundations using tax software
• Assist with the preparation and payment of quarterly estimate tax payments
• Meet and correspond with other advisors or professionals including attorneys, CPAs, and investment advisors to collaborate on servicing shared clients
• Research and analyze tax-related compliance and planning questions utilizing available research tools
• Maintain and update client files and records as appropriate
• Build internal network to enhance efficiency of the team and promote tax service offering
• Add value to internal meetings by actively engaging in and being prepared for discussions centered around tax processes, tax preparation issues, and other matters that impact the effectiveness and efficiency of the tax team
• Effectively communicate with colleagues and supervisors on project status, open items, and assistance needed
• Technology focused with opportunities to assist in developing and improving tax processes

Tax Associate

Sales Operations Manager

• Curate, organize, and maintain a centralized library of sales enablement and advisor-facing content aligned to personas, sales stages, and priority initiatives
• Repackage approved messaging into multiple enablement formats, including pitch decks, one-pagers, FAQs, internal guides, scripts, toolkits, and launch kits
• Ensure all content reflects firm brand standards, approved positioning frameworks, and compliance requirements
• Manage content lifecycle processes including intake, version control, updates, archiving, and sunsetting
• Maintain accurate metadata, tagging, and usage mapping to ensure content is easily discoverable and field-ready
• Identify outdated, duplicative, or underutilized materials and recommend consolidation or refresh priorities
• Serve as an execution lead or core contributor for assigned enablement initiatives, including firmwide launches, integrations, and cross-functional programs
• Coordinate timelines, deliverables, and inputs across stakeholders to ensure materials are launch-ready and delivered on schedule
• Develop standardized, reusable assets and playbooks to support scalable and repeatable execution across lines of business
• Act as a trusted content and enablement partner to Marketing, Sales Enablement, Corporate, Integrations, M&A, and other internal teams
• Gather inputs from subject matter experts and incorporate feedback efficiently and accurately
• Participate in review and approval workflows, incorporating Compliance feedback with precision and professionalism
• Draft and manage internal-facing field communications related to content updates, launches, and enablement initiatives
• Translate strategic priorities into clear, concise messaging that supports advisor readiness and adoption
• Partner with Sales Enablement leadership to ensure consistent messaging across channels and audiences