CAPTRUST · 4 hours ago
Defined Contribution Associate
Raleigh, NC
Full-time
Onsite
New Grad, Entry LevelCAPTRUST is seeking a Defined Contribution Associate to work with Financial Advisors and client services professionals on investment-related projects for clients. The role involves managing projects, enhancing process efficiencies, and conducting research related to defined contributions.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Responsibilities
Scope/fulfill investment-related projects and deliverables for defined contribution prospects and clients
Manage projects and deadlines with the Defined Contribution team and review deliverables for completeness and accuracy before providing to client services/advisors
Assist with defined contribution or firm-level strategic projects; collaborate intra- and interdepartmentally
Identify and focus on opportunities to enhance or improve the efficiency of team deliverables/operations
Assist with due diligence and coverage for defined contribution-related investments/programs
Assist with asset class, industry, and economic research related to defined contribution
May perform other duties as assigned
Qualification
Required
Completion of a four-year college degree – Business Administration, Finance, Economics, or Accounting preferred
Strong communication skills, both written and verbal
Collaborative and team-oriented
Strong attention to detail
Ability to manage multiple assignments, set priorities, and adapt to changing assignments
Significant experience with Microsoft products, especially Excel, PowerPoint, and PowerBI
Benefits
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)s
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
Founded in 1989
1001-5000 employees
H1B Sponsorship
CAPTRUST has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (3)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase