We are building a world class organization,
one brick at a time.
Are you one of those bricks?
Why CAPTRUST?
If you’re ready to make your mark, we want to talk to you.
- Build trusting relationships with great colleagues
- Enrich lives in communities we serve
- Grow and flourish in a dynamic and fun workplace
Advisor Group
From identifying talent to nurturing a culture of excellence and marketing firm resources, the Advisor Group at CAPTRUST is one of the best places in the country at developing high-performing advisors. Our objective is to operate as one unified practice to gather and service clients.
Client Solutions Group
Centered around providing high-touch service to retirement plan, endowment and foundation, and wealth management clients, a typical day in the Client Solutions Group involves working closely with financial advisors and partnering with colleagues in investment research, marketing, and professional services.
Finance
Finance owns the integrity of the firm’s financial data. They work to consistently exceed expectations of reliability and accuracy. Their expectation is to provide accurate and secure data, to cultivate relations with colleagues and external partners, and to present data clearly and on time.
Information Technology
The Information Technology team manages application development and support; server and workstation infrastructure, both on premise and in the cloud; networking and telecommunications; and information security, governance, risk, and compliance. This team aims to deliver an always-on, modern workplace, whether in an office or on the go. Additionally, technology and PC support solve day-to-day issues and welcome new teams and colleagues as they join our organization.
Marketing
The Marketing team owns brand strategy, business development, and internal communications. They combine outbound and inbound marketing, thought leadership, data analytics, and event support to support and grow CAPTRUST’s retirement plan, endowment and foundation, and wealth management businesses.
Operations
The Trading, Performance Reporting, and New Account teams work closely with financial advisors, investment research, marketing, compliance, and finance to overachieve against client expectations by delivering solutions and operational excellence to new and existing clients.
Karen Denise
Senior Director, Wealth Client Service
“There were two themes that helped me make the decision to join CAPTRUST — the firm’s focus on independent advice for clients and a commitment to give back to the community. It’s so awesome to see pictures and hear stories of our employees across the country getting out of the office and pitching in to help different charities.”
Charles McBain
Senior Associate, Investment Research
“From my first day here it was clear that the people at CAPTRUST were different from other places I had worked. People are genuinely interested in helping you out rather than looking to get a favor out of it. By fostering growth and building a strong sense of community, CAPTRUST has created a place that I am excited to come to everyday and put in my best, because I know everyone else is too.”
Employee Benefits
A few highlights of CAPTRUST’s competitive benefits program.
- Telemedicine: 24/7 diagnosis and treatment
- Benefits app
- HSA and HRA programs
- Dental and vision plans
- Flexible spending accounts (FSA)
- 401(k) plan with employer match
- Life insurance/AD&D coverage
- Short- and long-term disability coverage
- Employee assistance program (EAP)
Wealth
- Shareholder Program
- Brick Bonus Success Sharing Program
- Employee and client referral bonus
Culture
- CAPTRUST Way Committee
- Diversity and Inclusion Program
- Internal transfers and promotions
Family
- FSA dependent care
- Maternity and parental leaves
- Adoption assistance
Volunteerism
- Employee-run foundation
- Company-sponsored volunteer activities
- Paid volunteer hours
Life at CAPTRUST
CAPTRUST fosters a culture of ownership that promotes excellence and empowers creativity. Mission-driven and bound together by our core values, our experienced teams of advisors, managers, and investment professionals fully embrace the profound responsibility of our role as trusted financial advisors, and understand our obligation to be vigilant stewards of all that is entrusted to us.
Contact us to learn more!
