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Senior Institutional Client Services Manager

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Captrust
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below

CAPTRUST is seeking a Senior Institutional Client Management Associate to support the Financial Advisor Service Team in servicing and retaining institutional client relationships in Raleigh/Charlotte. You will prepare quarterly and ad-hoc reports, maintain files, and assist with onboarding while collaborating with internal partners.

Ideal candidates will have a four-year degree, 3 years of industry experience, and strong communication, organization, and Excel skills.

Our group is growing, and we are hiring a Senior Institutional Client Services Manager in Raleigh, NC, United States.

This is a strong opportunity to take on the Senior Institutional Client Services Manager role at Captrust.

As a Senior Institutional Client Services Manager, you will play an important part at Captrust in Raleigh, NC, United States.

We invite applications for the Senior Institutional Client Services Manager position located in Raleigh, NC, United States.

Position Requirements
10+ Years work experience
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