{"source":"Breaknorm","page":"https://breaknorm.co/company/captrust.com","license":"https://breaknorm.co/terms","domain":"captrust.com","name":"CAPTRUST","legal_name":"CAPTRUST","country":"US","country_second":"MX","city":"Washington","admin1":"District of Columbia","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"wealth_management_general","summary":"CAPTRUST is a registered investment advisor that provides financial advisory, wealth planning, and investment management for individuals, families, and organizations. Its offerings include comprehensive wealth planning, discretionary investment services, and advised funds, serving clients such as executives, retirement plan sponsors, nonprofits, endowments, foundations, and professional athletes. It operates as a nationwide, employee-owned firm.","offerings":["comprehensive wealth planning","investment advice","discretionary investment services","advised funds","planned giving services"],"target_customers":["individuals and families","executives and business owners","retirement plan sponsors","nonprofits and endowments","professional athletes","individual investors","business 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Build and maintain Power BI dashboards and advanced Excel reporting to support data-driven decision making.","title":"Talent Programs Specialist"},{"slug":"emoney","status":"active","confidence":"high","jobs":9,"first_seen":"2024-10-21","function":"finance_and_accounting","quote":"• Support the transition of client’s financial planning data into our system, eMoney, specifically the data of clients from new CAPTRUST offices","title":"Wealth Planning Associate"},{"slug":"microsoft-dynamics-365","status":"active","confidence":"high","jobs":7,"first_seen":"2024-10-22","function":"product_program_and_project_management","quote":"• Import quarterly market value data into our Microsoft Dynamics 365-based CRM","title":"Institutional Reporting Operations Associate"},{"slug":"microsoft-sharepoint","status":"active","confidence":"high","jobs":7,"first_seen":"2024-10-22","function":"","quote":"• Maintain updated client contact information within the CRM system (CAPConnect); assist with ongoing 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Specialist"},{"slug":"lattice","status":"active","confidence":"high","jobs":1,"first_seen":"2024-10-22","function":"human_resources","quote":"• Serve as a key administrator and resource for Lattice and support talent reporting and data integrity within ADP.","title":"Talent Programs Specialist"},{"slug":"microsoft-dynamics-365-finance-and-operations","status":"active","confidence":"high","jobs":1,"first_seen":"2024-10-22","function":"product_program_and_project_management","quote":"CAPTRUST is seeking a motivated and experienced Senior D365 Finance & Operations Product Manager with deep expertise in Microsoft Dynamics 365 Finance & Operations to set direction for the enhancement, optimization, and expansion of CAPTRUS","title":"Senior D365 Finance & Operations Product Manager"},{"slug":"microsoft-word","status":"active","confidence":"medium","jobs":31,"first_seen":"2024-10-21","function":"finance_and_accounting","quote":"• Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions","title":"Senior Institutional Client Management Associate"},{"slug":"microsoft-office","status":"active","confidence":"medium","jobs":30,"first_seen":"2024-10-21","function":"finance_and_accounting","quote":"• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor","title":"Wealth Client Management Consultant"},{"slug":"microsoft-powerpoint","status":"active","confidence":"medium","jobs":26,"first_seen":"2024-10-21","function":"finance_and_accounting","quote":"• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor","title":"Wealth Client Management Consultant"},{"slug":"microsoft-outlook","status":"active","confidence":"medium","jobs":23,"first_seen":"2024-10-22","function":"finance_and_accounting","quote":"• Proficiency in Word, Excel, PowerPoint, Outlook, tax preparation, and research software","title":"Tax 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individuals and institutions."},{"domain":"keystonefinancialmanagement.com","name":"Keystone Financial Management","country":"US","city":"Nazareth","headcount":"51-200","leaf":"wealth_management_general","summary":"Keystone Financial Management is a wealth management firm that provides financial planning, investment management, risk management, and ongoing support for indi."},{"domain":"constantinewm.com","name":"Constantine Wealth Management","country":"US","city":"Hackensack","headcount":"501-1000","leaf":"wealth_management_general","summary":"Constantine Wealth Management is a wealth management advisory practice that provides financial planning, investment strategies, retirement planning and estate a."},{"domain":"capitalwealthadvisors.com","name":"Capital Wealth Advisors","country":"US","city":"Naples","headcount":"51-200","leaf":"wealth_management_general","summary":"Capital Wealth Advisors is a wealth management firm that provides wealth advisory, financial planning, estate and legacy planning, and asset protection for indi."},{"domain":"fiduciarytrust.com","name":"Fiduciary Trust International","country":"US","city":"New York City","headcount":"201-500","leaf":"wealth_management_general","summary":"Fiduciary Trust International is a fiduciary wealth management firm that provides investment management, wealth planning, trust and estate, and family office se."}],"similar_scored":567,"customers":null,"as_of":"2026-11-04","updated_at":"2026-11-04","hash":"232d24b932382f59","index_tier":1}