CAPTRUST · 2 weeks ago
Senior Portfolio Integrations Lead
United States
Full-time
Remote
Senior Level, Lead/Staff
$105K/yr - $150K/yr
7+ years expCAPTRUST is seeking an experienced Senior Portfolio Integrations Lead to join its Portfolio Strategist team. The role involves managing transition strategies and implementing plans for newly integrated offices, ensuring smooth transitions of accounts into centralized investment strategies and adherence to defined guidelines.
ConsultingCustomer ServiceFinanceWellnessFinancial ServicesRetirementWealth Management
Responsibilities
Evaluate accounts and investment strategies to design and execute implementation plans that migrate accounts to centralized resources, ensuring compliance with stated strategy guidelines and client-specific restrictions
Respond to stakeholder inquiries and effectively articulate internal processes and strategic direction to key decision-makers, driving successful transitions to centralized resources
Develop, document, and review implementation proposals, ensuring all transitions comply with advisors and client requirements and constraints
Clearly communicate plan and expectations to internal stakeholders
Manage administrative changes for accounts in the CAPTRUST rebalancing and trading platform
Manage data integrity in the CAPTRUST rebalancing and trading platform
Collaborate and communicate with the Mergers and Acquisitions Team, Integrations, Investment Group, Advisor teams, and Trading Teams regularly
Review and implement trades for accounts due to contributions, distributions, asset allocation changes, or other changes while ensuring the accounts are in line with the strategy after such events take place
Assist or run point on ad hoc requests within the team or from other teams as needed
Review and maintain key performance data for the team to report on a quarterly basis
Qualification
Required
7-10+ years of professional experience in portfolio management or investment implementation within a wealth management or RIA environment
Demonstrated success executing portfolio transitions, implementation plans, or strategy migrations across client accounts with varying levels of complexity
Strong understanding of asset allocation, investment strategies, and portfolio construction principles
Proven experience evaluating portfolios against model strategy guidelines and client‑specific constraints
Knowledgeable in rebalancing and trading platforms, including account setup, administrative changes, and data integrity oversight
Ability to communicate complex investment, risk, and portfolio information clearly and effectively to internal leadership and external partners
Preferred
Experience managing large‑scale transitions to centralized or model‑based investment strategies
Advanced proficiency with rebalancing and portfolio management platforms (e.g., RedBlack, SS&C, Black Diamond, or similar enterprise systems)
Ability to independently manage multiple transition timelines and priorities while meeting aggressive deadlines
Expertise in developing, reviewing, and executing investment implementation proposals and transition plans, including portfolio recommendations for internal stakeholders and advisor teams
Proven capability in monitoring, maintaining, and delivering operational and performance metrics to leadership, with an emphasis on accuracy, consistency, and decision‑supporting insights
Demonstrated ability to succeed in a high‑growth, process‑driven, deadline‑oriented organization
Able to serve as a key point of contact during complex transitions, influencing outcomes without direct authority
High level of professionalism, attention to detail, and accountability
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.
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
29%
Represents job field similar to this job
Accounting and Finance
Engineering and Development
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
2026-02-27
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-02-25
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