Overview: WHO are we looking for? We are seeking a full-time Senior Team Lead for our Institutional Operations... department to guide the onboarding process for both our new institutional client relationships and existing clients who...
Responsibilities Lead a small group within the Institutional Account team focused on delivering exceptional... of the onboarding and transition process for Institutional Portfolio clients, both non-discretionary and OCIO, to interested...
/new CIT investment updates with the Institutional Client Services & Operations team at large Collaborate on an ongoing... and transition process to interested parties by creating project plans/timelines as well as schedule and lead recurring onboarding...
Overview: WHO are we looking for? CAPTRUST is seeking a full-time Senior Institutional Onboarding Specialist... training team to share current/new CIT investment updates with the Institutional Client Services & Operations team at large...