Defined Contribution Specialist

CAPTRUST; Raleigh (NC); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Discretionary bonus

Health/dental/vision coverage

401(k) with company match

HSA/FSAs

Life insurance

Disability insurance

PTO/ PSL

Job summary

CAPTRUST is seeking a Defined Contribution Specialist to collaborate with Financial Advisors and client services, delivering investment projects for defined contribution clients. You will manage timelines, ensure accuracy of deliverables, and identify process improvements to enhance client experience.

The role requires a four-year degree and at least six years of relevant experience, with strong knowledge of ERISA guidelines and tooling such as Bloomberg, eVestment, Investment Metrics and

Qualifications

• Four-year degree or equivalent work experience.
• At least 6 years of relevant industry experience.

Responsibilities

• Scope/fulfill investment-related projects and deliverables for defined contribution prospects and clients.
• Manage projects and deadlines with the Defined Contribution team and review deliverables for completeness and accuracy.
• Assist with defined contribution or firm-level strategic projects; collaborate across departments to drive completion.
• Manage investment change projects on behalf of clients in discretionary capacity.
• Identify opportunities to enhance efficiency of team deliverables/operations.
• Assist with due diligence and coverage for defined contribution investments/programs.
• Assist with asset class, industry, and economic research related to defined contribution.
• May perform other duties as assigned.

Skills

Defined contribution plans

Project management

ERISA guidelines

ERISA 3(38) capacity

Finance certifications

MS Excel/PowerPoint

Education

Bachelor's degree or equivalent (Business Administration, Finance, Economics, or Accounting)

Tools

Bloomberg

eVestment

Investment Metrics

Morningstar Direct

Job description

WHO are we looking for?

CAPTRUST is seeking a Defined Contribution Specialist, who will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment projects and deliverables for firm prospective and existing clients. The Defined Contribution Specialist will also manage investment projects and deadlines to accurately complete and/or review materials before ultimate delivery to clients. Additionally, the Specialist will identify ways to create and document process efficiencies to improve client deliverables and client experience.

Responsibilities

• Scope/fulfill investment-related projects and deliverables for defined contribution prospects and clients


• Manage projects and deadlines with the Defined Contribution team and review deliverables for completeness and accuracy before providing client services/advisors


• Assist with defined contribution or firm-level strategic projects; collaborate intra- and interdepartmentally to drive completion


• Manage investment change projects on behalf of clients where CAPTRUST serves in a discretionary capacity


• Identify and focus on opportunities to enhance or improve the efficiency of team deliverables/operations


• Assist with due diligence and coverage for defined contribution-related investments/programs


• Assist with asset class, industry, and economic research related to defined contribution


• May perform other duties as assigned

Qualifications

Minimum Qualifications:

• Completion of a four-year college degree – Business Administration, Finance, Economics, or Accounting preferred or equivalent work experience


• At least 6 years of relevant industry experience

Desired Qualifications/Skills

• Experience working with defined contribution plans, specifically 401(k) and 403(b) plans


• Project management experience a plus


• Working knowledge of ERISA guidelines and regulations


• Experience working with clients in an ERISA 3(38) capacity a plus


• Experience with Bloomberg, eVestment, Investment Metrics and Morningstar Direct a plus


• Industry-related certifications and designations are a plus (examples: FINRA Series 6, 65,63,7, CRPS, AIF, QKA)


• Significant experience with Microsoft products, especially Excel/PowerPoint

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• 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)

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

Due to the nature of the role, this is not a remote or work from home position.

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships


• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information


• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges


• Inherent desire to give back to our communities and enrich the lives of those around us


• An other-centered mindset


• Integrity through maintaining objectivity

EEO/Diversity Statement

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#mid-senior

This position will remain open until filled.