Business Development Senior Associate

Business Development Senior Associate Job Locations US-NC-Raleigh | US-KS-Leawood ID 2026-2386 Area of Interest Sales Position Type Full-Time Posted Date 1 month ago (6/24/2026 6:27 PM) Location : Location US-NC-Raleigh # of Total Openings 1 Workplace Type On-Site Overview WHO are we looking for?

The Advisor Group is in search of a Business Development Senior Associate to help support the organic growth of the wealth management business for this rapidly growing and collaborative organization.

The Business Development Senior Associate will engage with financial advisors, internal and external partners in wealth management, to support opportunities that generate new revenue, improve client retention, and further other business interests.

The Business Development Senior Associate will work closely with internal and external partners to develop and deepen relationships in support of the organic growth initiatives established by the firm.

Strong relationship management, project management, and technical knowledge will be essential to success in this role. The Senior Associate will be expected to be an active collaborator with advisors and the leadership team to find creative solutions as we work to achieve our goals.

Responsibilities CAPTRUST internal referral programs (Bridge): project management, sales support, sales reporting, and lead flow administration External referral program management with well-known custodians: event planning, sales support and lead flow administration Advisor development programs: coordination and support for ongoing sales training and advisor development initiatives Sales reporting and analytics: utilize MS PowerBI tools to support the leadership team with practice management at the firm and local level Advisor support: assist advisors with sales support related needs at the direction of the wealth management leadership team Collaborate with other departments within CAPTRUST on sales enablement content, advisor onboarding and operations Qualifications

Minimum

Qualifications: Completion of a four-year college degree or equivalent years of relevant experience 3 to 5 years of relevant financial services industry Prior experience in a relationship manager, business development, or sales support role Solid understanding of the wealth management and retirement plan consulting space High degree of proficiency in Microsoft products, including Word, Excel, PowerPoint, Dynamics 365, and Teams Familiarity with Fidelity, Schwab, Smart Asset, and TDA platforms preferred Desired Qualifications/Skills: Critical thinking to uncover strategic opportunities to engage business partners Self-starter with the ability to work independently and within a collaborative environment Ability to work autonomously to build relationships in an entrepreneurial environment An individual that can be coached and has a desire to learn Ability to maintain a high level of professionalism Excellent interpersonal and written communication skills Works well in deadline-driven environment and stressful situations Ability to work on multiple projects with simultaneous deadlines Maintains an extreme attention to detail, organized, and accountable WHAT can you expect from your career at CAPTRUST?

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) WHERE will you be working? 4208 Six Forks Rd #1700 | Raleigh, NC 27609 OR 4200 West 115th Street #210 | Leawood, KS 66211 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time?

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. #associate This position will remain open until filled.