CAPTRUST

www.captrust.com

2 Jobs

1,703 Employees

About the Company

CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.

Listed Jobs

Company Name: CAPTRUST
Job Title: Wealth Management Intern
Job Description: **Job title:** Wealth Management Intern **Role Summary:** Provide support to the wealth advisory team by managing client onboarding, data migration to the eMoney platform, and assisting in financial planning and business development activities. Gain hands‑on experience in wealth management processes, CRM systems, and client service while maintaining professional standards and confidentiality. **Expectations:** - Complete internship within the academic year (flexible hours). - Uphold high ethical standards, confidentiality, and professionalism. - Deliver results on time, demonstrating self‑stimulation and teamwork. - Apply for possible course credit approval. **Key Responsibilities:** - Transfer client financial planning data into eMoney system. - Assist in portfolio analytics and business‑development presentations for prospective and existing clients. - Learn and support eMoney, CAPTRUST CRM, and life‑insurance design processes. - Prepare materials for client/prospective client meetings. - Clean and maintain client files within the CRM. - Contribute to research, project initiatives, and ad‑hoc tasks under deadlines. - Collaborate closely with financial advisors, client‑service staff, and peers on the Wealth Planning team. **Required Skills:** - Strong critical thinker, self‑starter, and detail‑oriented. - Proficient in Microsoft Word, Excel, PowerPoint, Outlook. - Excellent written and verbal communication. - Ability to multitask, prioritize, and meet tight deadlines. - High personal ethics, integrity, and confidentiality. - Team player with a collaborative mindset. **Required Education & Certifications:** - Actively pursuing an undergraduate or graduate degree (Junior or Senior). - School of Business majors: Accounting, Finance, Economics, Financial Planning, Taxation (preferred). - No specific certifications required; professional development in wealth management and financial planning acceptable.

Draper, United states

On site

Fresher

02-11-2025

Company Name: CAPTRUST
Job Title: Security Operations Engineer
Job Description: Job title: Security Operations Engineer Role Summary: Mid‑level engineer responsible for day‑to‑day SOC operations, incident response, and security management of telecom and collaboration platforms. Drives threat detection, vulnerability mitigation, and infrastructure monitoring while mentoring junior staff. Expectations: 3–5 years of SOC or network security experience; proven incident response capability; experience supporting telecom or collaboration systems; ability to apply security controls in a multi‑domain environment. Key Responsibilities: - Monitor and analyze SIEM alerts, logs, and events; perform triage and initial investigation. - Lead investigations of moderate to complex incidents; gather evidence, coordinate containment, eradication, and recovery. - Conduct root‑cause analysis and post‑incident reviews; recommend process improvements. - Manage network security devices (firewalls, switches, routers); troubleshoot connectivity/security issues. - Administer telecom and collaboration platforms: implement access controls, monitor for suspicious activity, and ensure compliance. - Integrate threat intelligence feeds; proactively hunt for IOCs across networks and systems. - Analyze vulnerability scans, assess risk, prioritize remediation, and coordinate with owners. - Maintain documentation of configurations, changes, and policies. - Provide guidance and training to end users on secure practices. Required Skills: - SIEM proficiency (Splunk, Microsoft Sentinel, QRadar) - Strong knowledge of TCP/IP, routing, switching, and network security appliances. - Experience with firewalls, IDS/IPS, and endpoint detection platforms. - Familiarity with telecom protocols and enterprise collaboration tools. - Incident response frameworks and playbook development. - Scripting/automation in Python, PowerShell, or Bash (preferred). - Analytical, troubleshooting, and communication abilities. Required Education & Certifications: - Bachelor’s degree in Cybersecurity, Information Technology, or related field (or equivalent experience). - 3–5 years of SOC, incident response, or network/security engineering experience. - Certifications such as CompTIA Security+, CEH, or GIAC GCIH are advantages but not mandatory.

Raleigh, United states

On site

07-01-2026