Senior Defined Contribution Specialist | Project Lead

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

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