Wealth Management Clients

Please note that the Black Diamond Wealth Management Performance Reporting Portal will be unavailable Saturday, December 8, through Monday, December 10, due to system maintenance.



Our mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.

With current openings in Raleigh, North Carolina, our Finance team supports all clients and colleagues throughout the nationwide CAPTRUST organization.

The Finance department owns the accuracy and integrity of the financial data of the firm. We define excellence as consistently exceeding expectations of reliability and accuracy; in our department, the expectation is to provide accurate and secure data, to cultivate relations with our colleagues and external factions, and to present the data clearly and on time.

The Finance department provides a great opportunity for those candidates who want to work in an accounting and finance role within the financial services industry. If you enjoy working in a team environment, have a strong desire to learn, possess superior oral and written communication skills, pay exceptional attention to detail and accuracy, a position on the Finance team at CAPTRUST may be for you.