CAPTRUST
As of 4 November 2026, CAPTRUST has 61 open roles (3 new in 30 days), its finance & accounting team is hiring most, and its postings name Microsoft Excel, eMoney and Dynamics 365 as the tools the team works in.
As of 4 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- Washington, District of Columbia, United States
- Employees
- 1001-5000 employees (linkedin)
- Sells to
- individuals and families, executives and business owners, retirement plan sponsors
- Certifications on site
- Site languages
- EN
- Career system
- Icims
CAPTRUST in one screen
Read from captrust.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
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.
Named on the site: individuals and families, executives and business owners, retirement plan sponsors, nonprofits and endowments, professional athletes, individual investors, business owners.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 567 scored.
What CAPTRUST says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Build and maintain Power BI dashboards and advanced Excel reporting to support data-driven decision making.• Support the transition of client’s financial planning data into our system, eMoney, specifically the data of clients from new CAPTRUST offices• Import quarterly market value data into our Microsoft Dynamics 365-based CRM• Maintain updated client contact information within the CRM system (CAPConnect); assist with ongoing CAPConnect maintenance including gathering and uploading documents to SharePoint record• Build and maintain Power BI dashboards and advanced Excel reporting to support data-driven decision making.• Assisting with Concur expense reporting and invoice processing as needed• Serve as a key administrator and resource for Lattice and support talent reporting and data integrity within ADP.• Serve as a key administrator and resource for Lattice and support talent reporting and data integrity within ADP.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• Strong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functions• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor• Proficiency in Word, Excel, PowerPoint, Outlook, tax preparation, and research software• Strong requirements gathering, workflow analysis, and scope negotiation skills, with a data-driven approach to prioritization and familiarity with Agile tools such as Jira or Azure DevOpsVendors whose code loads on captrust.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
61 open roles, 5 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →
| open · new 30 d | |
|---|---|
| Finance & accounting | 40 · 3 |
| Legal, compliance & risk | 3 · 0 |
| Administration & office | 2 · 0 |
| Product, program & project management | 2 · 0 |
| Human resources | 1 · 0 |
| Marketing & communications | 1 · 0 |
| Quality, safety & environment | 1 · 0 |
| Real estate and property | 1 · 0 |
| Sales | 1 · 0 |
| Customer service & success | 0 · 0 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add CAPTRUST to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like CAPTRUST
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 567 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
CAPTRUST (Washington, United States, 1001-5000 employees) has 61 open roles, 3 new in 30 days, and names 14 tools in its postings. (Breaknorm, 4 November 2026, https://breaknorm.co/company/captrust.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from captrust.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Icims career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
CAPTRUST: questions
Does CAPTRUST use Microsoft Excel?
Yes, by the company's own words: 44 postings name it, first seen 2024-10-21, in the finance & accounting team.
Is CAPTRUST hiring?
61 open roles as of 4 November 2026, 3 opened in the last 30 days and 11 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From captrust.com itself: we crawled it on 2026-09-08, built the profile on 2026-09-12, and read its career site (Icims) hourly since. Headcount is from LinkedIn.
Who should I write to at CAPTRUST?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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