CAPTRUST remote roles

• Senior Portfolio Integrations Lead

  Company: CAPTRUST

  Location: Worldwide

  Salary: $105k - $150k

  Job type: full-time. Experience level: staff.

  Skills: Portfolio Management, Asset allocation, Portfolio Construction, Data Integrity, Investment implementation, Rebalancing platforms.

  Overview WHO are we looking for? CAPTRUST is seeking an experienced Senior Portfolio Integrations Lead to join its Portfolio Strategist team. The Senior Portfolio Integrations Lead will be responsible for managing transition strategies and implementing plans for newly integrated offices.

• Financial Wellness Consultant

  Company: CAPTRUST

  Location: Worldwide

  Salary: $93k - $130k

  Job type: full-time. Experience level: staff.

  Skills: Program Implementation, Relationship Management, data-driven insights, Strategic Planning, Program Development, Strategic Client Engagement.

  Overview WHO are we looking for? CAPTRUST is seeking a Financial Wellness Consultant . A Financial Wellness Consultant is pivotal in orchestrating the transition to a holistic financial wellness program, working closely with clients to understand their unique needs, culture, and expectations.