Senior Institutional Associate

Senior Institutional Associate

CAPTRUST is seeking a Senior Institutional Associate who will support the Financial Advisor Service Team in servicing and retaining institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resources or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well‑organized, service‑oriented, and capable of performing under tight deadlines.

Must be adaptable, show ability to retain information, possess a strong attention to detail and interpersonal skills. This is a full‑time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m.

• Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team by managing their book of business with highest level of attention and in a timely manner
• Develop, compile, and ensure accuracy of quarterly and ad‑hoc/client specific reports, spreadsheets, and presentations
• Oversee critical maintenance/organization of system files, records, and assist with new client onboarding
• Aid in the retention of existing client relationships by applying the highest level of service to all questions, requests, and deliverables
• Establish and develop relationships with FA service team and internal business partners
• Coordinate and manage the efforts of internal business partners to ensure appropriate recommendations for each client
• Assist in quarterly data collection, auditing, and input of system data
• Perform other duties and special projects independently or with a team as required by Financial Advisor Service Team or the Institutional Client Services department

• Completion of a four‑year college degree in Business Administration, Statistics, Finance, Economics or equivalent experience
• 2–4 years of industry related experience
• Technical proficiency in navigating CRM systems, Microsoft Excel, PowerPoint, One Note, Adobe and Nitro
• Strong desire to work in the financial industry

• Excellent oral and written communications skills
• Exceptional attention to detail and a personal ambition to be error‑free
• Highly organized; enjoys maintaining accurate and detailed records
• Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions
• High standards of professionalism (dress, manners, conduct, speech)
• Positive attitude and a team player
• Self‑motivated and able to work well independently and with others
• Excellent math skills and the ability to grasp financial investment and retirement plan concepts
• Flexible with changes in priorities and able to handle pressure of short deadlines
• Strong time‑management skills; maintains a personal calendar/task planner system

Our colleagues, like our clients, tend to stay with CAPTRUST for years. 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.

• 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)

4208 Six Forks Road #1700 | Raleigh, NC 27609

Due to the nature of the role, this is not a remote or work‑from‑home position.

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, 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.

• Seniority level:
  Associate
• Employment type:
  
  Full‑time
• Job function:
  Information Technology