CAPTRUST · 2 months ago
Corporate Services Program Manager
CAPTRUST is seeking an experienced Program Manager to oversee projects within their Corporate Services business line. This role focuses on enhancing services and ensuring operational excellence across various teams including HR, Compliance, Legal, Risk, Finance, Facilities, and IT, while managing project timelines, budgets, and stakeholder communication.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Responsibilities
Oversee the corporate services business line program to enhance services by improving processes and back-office operations
Ensure all projects contribute to the company’s strategic goals
Develop comprehensive program plans, timelines, and milestones for various initiatives within the Corporate Services business line
Efficiently allocate resources to ensure optimal productivity and success across multiple departments
Lead and motivate project teams, fostering collaboration and communication
Serve as the primary point of contact for stakeholders, providing regular updates and addressing concerns
Identify potential risks and develop mitigation strategies to ensure project success
Monitor program budgets, ensuring costs are controlled and financial objectives are met
Track and report on program performance, using metrics to assess progress and identify areas for improvement
Continuously evaluate and improve program management processes and methodologies to enhance overall service delivery
Qualification
Required
Bachelor's degree in business administration, project management, or related field
10+ years of experience in program or project management
Strong leadership and team management skills
Excellent communication and interpersonal abilities
Proficiency in project management software (e.g., MS Project, Asana, DevOps)
Strong analytical and problem-solving skills
Ability to work under pressure and meet tight deadlines
Preferred
Experience in the financial services or wealth management industry
MBA or advanced degree in a related field
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)
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
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