CAPTRUST
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WHO are we looking for?
The Vendor Analysis Team
Senior Specialist
is focused on building strategic vendor relationships by interfacing with non-primary vendors, taking ownership of setting and leading due diligence meetings, remediating vendor service escalations among all vendors, and cascading information within the team and greater CAPTRUST. The Senior Specialist will also work with Financial Advisors, client services professionals, and occasionally directly with clients to fulfill service provider fee benchmarking and RFP projects. Responsibilities
Serve as the point of contact for non-primary vendor relationships including record keepers, third-party administrators, trustees, and custodians. Responsible for leading interactions, due diligence meetings, relationship building, and information sharing on product updates/roadmap. Act as the point of contact for service escalations, managing the remediation process and providing updates to Lead/Advisor. Analyze and benchmark service provider fees for institutional clients/prospects. Scope and fulfill service provider RFP projects, leading analysis and presenting findings to advisors, clients, and prospects. Review deliverables for completeness and accuracy before sharing with clients and advisors. Maintain knowledge of the vendor landscape, including industry trends, M&A activity, and regulatory changes. Identify and implement opportunities to improve team communication, deliverables, and operations. Contribute to strategic projects at the team and firm level. Qualifications
Minimum Qualifications: Completion of a four-year college degree in Business Administration, Finance, Economics, or Accounting, or equivalent work experience. 8 years of relevant industry experience. Desired Qualifications/Skills
Experience with defined contribution plans, especially 401(k) and 403(b). Retirement plan/record keeping or procurement experience. Project management experience is a plus. Knowledge of ERISA guidelines and regulations. Industry certifications (e.g., FINRA Series 6, 65, 63, 7, CRPS, AIF, QKA) are a plus. Proficiency with Microsoft Office, especially Excel and PowerPoint. What can you expect from your career at CAPTRUST?
Our colleagues tend to stay with us for years due to our great culture, opportunities for growth, and a supportive environment. Benefits include employee ownership, success sharing, comprehensive health coverage, and a 401(k) match with financial planning. Where will you be working?
4208 Six Forks Rd #1700 | Raleigh, NC 27609 or any CAPTRUST office. This is not a remote role. How do we build a world-class organization?
By hiring those committed to service, interested in others, and passionate about continuous improvement. We value relationships, communication, urgency, community involvement, integrity, and an other-centered mindset. EEO/Diversity Statement
We are committed to diversity and inclusion, providing equal employment opportunities regardless of protected statuses. We do not tolerate discrimination or harassment. #J-18808-Ljbffr
The Vendor Analysis Team
Senior Specialist
is focused on building strategic vendor relationships by interfacing with non-primary vendors, taking ownership of setting and leading due diligence meetings, remediating vendor service escalations among all vendors, and cascading information within the team and greater CAPTRUST. The Senior Specialist will also work with Financial Advisors, client services professionals, and occasionally directly with clients to fulfill service provider fee benchmarking and RFP projects. Responsibilities
Serve as the point of contact for non-primary vendor relationships including record keepers, third-party administrators, trustees, and custodians. Responsible for leading interactions, due diligence meetings, relationship building, and information sharing on product updates/roadmap. Act as the point of contact for service escalations, managing the remediation process and providing updates to Lead/Advisor. Analyze and benchmark service provider fees for institutional clients/prospects. Scope and fulfill service provider RFP projects, leading analysis and presenting findings to advisors, clients, and prospects. Review deliverables for completeness and accuracy before sharing with clients and advisors. Maintain knowledge of the vendor landscape, including industry trends, M&A activity, and regulatory changes. Identify and implement opportunities to improve team communication, deliverables, and operations. Contribute to strategic projects at the team and firm level. Qualifications
Minimum Qualifications: Completion of a four-year college degree in Business Administration, Finance, Economics, or Accounting, or equivalent work experience. 8 years of relevant industry experience. Desired Qualifications/Skills
Experience with defined contribution plans, especially 401(k) and 403(b). Retirement plan/record keeping or procurement experience. Project management experience is a plus. Knowledge of ERISA guidelines and regulations. Industry certifications (e.g., FINRA Series 6, 65, 63, 7, CRPS, AIF, QKA) are a plus. Proficiency with Microsoft Office, especially Excel and PowerPoint. What can you expect from your career at CAPTRUST?
Our colleagues tend to stay with us for years due to our great culture, opportunities for growth, and a supportive environment. Benefits include employee ownership, success sharing, comprehensive health coverage, and a 401(k) match with financial planning. Where will you be working?
4208 Six Forks Rd #1700 | Raleigh, NC 27609 or any CAPTRUST office. This is not a remote role. How do we build a world-class organization?
By hiring those committed to service, interested in others, and passionate about continuous improvement. We value relationships, communication, urgency, community involvement, integrity, and an other-centered mindset. EEO/Diversity Statement
We are committed to diversity and inclusion, providing equal employment opportunities regardless of protected statuses. We do not tolerate discrimination or harassment. #J-18808-Ljbffr