CAPTRUST
CAPTRUST is seeking an Institutional Client Service Manager to support high-level client service delivery, oversee a team, and contribute to client satisfaction and operational initiatives. The role emphasizes leadership, relationship building, and strategic oversight within the financial services industry.
Headquarters
Raleigh, North Carolina, United States
Company Size
1001-5000 employees
Founded
1989
CAPTRUST is a U.S.-based registered investment advisory firm that provides wealth management and financial planning services to individuals, families, and endowments, as well as retirement plan advisory services to employers and institutions. The firm also supports nonprofit organizations and institutional clients with investment advisory and fiduciary services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CAPTRUST.
Institutional Client Service Executive
Corpay
Senior Institutional Client Service Representative - Stable Value & Guaranteed Products
State of Indiana
Institutional Client Relationship Manager
Capital Group
Director, Government and Institutional Relationship Manager
BMO
Institutional Client Service Specialist
Brown Advisory
Client Service Associate, Institutional Client Group
Fidelity