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.

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Operations

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 roles in Raleigh, North Carolina, Operations is the hub of activity for our firm, clients, and colleagues.

Centered around providing solutions and operational excellence to our new and current clients, a typical day in Operations involves working closely with financial advisors and partnering with your colleagues in investment research, marketing, and professional services to overachieve against client expectation.

Operations is a great opportunity for those candidates who want to fashion a career in the financial services industry. If you enjoy working in a team environment, have a strong desire to learn, can proactively solve problems, and possess superior oral and written communication skills, Operations at CAPTRUST may be for you.