Senior Portfolio Integrations Lead

Overview

WHO are we looking for?

CAPTRUST is seeking an experienced Senior Portfolio Integrations Lead to join its Portfolio Strategist team. The Senior Portfolio Integrations Lead will be responsible for managing transition strategies and implementing plans for newly integrated offices. They will drive smooth transitions of accounts into centralized investment strategies, establish and manage transition timelines, oversee initial relationships, and ensure adherence to defined strategy guidelines and client-specific constraints.

From day one, you will have an impact on the efficiency and effectiveness of our daily operations, and a lasting influence on our growth plans. Our ideal candidate is comfortable working with all levels of management to gain an in-depth understanding of our strategy and services. He/She/They will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative, and accountable while performing under tight deadlines. This is a full-time position working Monday through Thursday from 8:00 a.m. to 5:00 p.m. and Friday from 8:00 a.m. to 4:00 p.m.

Responsibilities

Evaluate accounts and investment strategies to design and execute implementation plans that migrate accounts to centralized resources, ensuring compliance with stated strategy guidelines and client-specific restrictions

Respond to stakeholder inquiries and effectively articulate internal processes and strategic direction to key decision-makers, driving successful transitions to centralized resources

Develop, document, and review implementation proposals, ensuring all transitions comply with advisors and client requirements and constraints

Clearly communicate plan and expectations to internal stakeholders

Manage administrative changes for accounts in the CAPTRUST rebalancing and trading platform

Manage data integrity in the CAPTRUST rebalancing and trading platform

Collaborate and communicate with the Mergers and Acquisitions Team, Integrations, Investment Group, Advisor teams, and Trading Teams regularly

Review and implement trades for accounts due to contributions, distributions, asset allocation changes, or other changes while ensuring the accounts are in line with the strategy after such events take place

Assist or run point on ad hoc requests within the team or from other teams as needed

Review and maintain key performance data for the team to report on a quarterly basis

Qualifications

Minimum Qualifications:

7-10+ years of professional experience in portfolio management or investment implementation within a wealth management or RIA environment

Demonstrated success executing portfolio transitions, implementation plans, or strategy migrations across client accounts with varying levels of complexity

Strong understanding of asset allocation, investment strategies, and portfolio construction principles

Proven experience evaluating portfolios against model strategy guidelines and client‑specific constraints

Knowledgeable in rebalancing and trading platforms, including account setup, administrative changes, and data integrity oversight

Ability to communicate complex investment, risk, and portfolio information clearly and effectively to internal leadership and external partners

Desired Qualifications/Skills

Experience managing large‑scale transitions to centralized or model‑based investment strategies

Advanced proficiency with rebalancing and portfolio management platforms (e.g., RedBlack, SS&C, Black Diamond, or similar enterprise systems)

Ability to independently manage multiple transition timelines and priorities while meeting aggressive deadlines

Expertise in developing, reviewing, and executing investment implementation proposals and transition plans, including portfolio recommendations for internal stakeholders and advisor teams

Proven capability in monitoring, maintaining, and delivering operational and performance metrics to leadership, with an emphasis on accuracy, consistency, and decision‑supporting insights

Demonstrated ability to succeed in a high‑growth, process‑driven, deadline‑oriented organization

Able to serve as a key point of contact during complex transitions, influencing outcomes without direct authority

High level of professionalism, attention to detail, and accountability

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team.

Company discretionary bonus

Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms

Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods

Paid time off (PTO) or Paid Sick Leave (PSL)

Compensation range (depending on location and experience): $105,000 - $150,000

WHERE will you be working?

Remote

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick? 

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:  

Ability to build successful, collaborative, and trusting relationships

Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information

A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges

Inherent desire to give back to our communities and enrich the lives of those around us

An other-centered mindset

Integrity through maintaining objectivity 

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior

This position will remain open until filled.