CAPTRUST

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

Senior Sales Enablement Content Specialist

Business Development Rep

• Work directly within custodial distribution channels to develop client relationships
• Build networks with custodial distribution relationship financial consultants through seminars and other activities
• Travel as required

Business Development Financial Advisor

• Assist in bringing in new clients through custodial distribution channels
• Develop client relationships within custodial distribution channels in their branches
• Build networks with custodial distribution relationship financial consultants through seminars and other activities
• Travel required for relationship building and client development

Manager

• 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

Wealth Financial Advisor, Relationship Manager

Data & Analytics Lead

Tax Associate

Senior Sales Enablement Content Specialist

Business Development Financial Advisor

Business Development Financial Advisor

Portfolio Manager