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Location
In office
Seniority
Senior · 5+ years exp
Overview
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CAPTRUST is a national investment advisory firm serving both institutions and private wealth clients. It provides retirement plan consulting, endowment and foundation advice and personal wealth management, with a nationwide network of advisors built largely through acquisitions of other advisory practices. The firm was founded in 1997 in Raleigh, North Carolina, where it remains headquartered, with Fielding Miller as a co-founder and longtime chief executive.

Overview

WHO are we looking for?

CAPTRUST is seeking an experiencedPR and Content Strategist to join its 40-person marketing team. This individual will help strengthen the firm’s editorial strategy, public relations efforts, and message consistency across client, prospect, advisor, and firmwide communications.

This role is designed for someone who can move fluidly between strategy and execution: shaping editorial priorities, developing high-quality written content, supporting media relations and thought leadership, and helping translate complex financial topics into clear, compelling communications. The ideal candidate brings strong writing judgment, an understanding of how content supports business development and client engagement, and the ability to partner effectively with subject matter experts, marketing colleagues, and business-line stakeholders.

Responsibilities

This role is responsible for developing high-quality, strategically aligned content for multiple audiences, including wealth management clients, retirement plan sponsors and participants, endowment and foundation leaders, and colleagues across the firm.

The ideal candidate brings strong writing judgment, an ability to translate complex concepts into clear communication, and interest in contributing to how content supports business development and client engagement:

Editorial content and client material creation (50%):

  • Write and develop original content for captrust.com, including long- and short-form articles and video scripts
  • Partner with subject matter experts to translate complex financial topics into clear, client-ready insights
  • Develop copy for client- and prospect-facing materials, including presentations, presentations, ads, and campaign content

Public relations support (30%):

  • Work closely with Communication Senior Manager to help shape and execute CAPTRUST’s public relations strategy, with a focus on elevating the firm’s visibility, reputation, and differentiated positioning
  • Identify and develop compelling storylines and narratives aligned with firm priorities, market trends, and growth initiatives
  • Draft and refine high-impact external communications, including press releases, executive talking points, and media responses
  • Partner with senior leaders and subject matter experts on message development and media readiness

Editorial support and content optimization (20%)

  • Edit and elevate content across channels, improving clarity, structure, and consistency
  • Ensure alignment with CAPTRUST writing standards, tone, and brand voice
  • Optimize content for use across digital channels, including email and social media
  • Incorporate SEO/GEO/AEO best practices into new and existing content
  • Collaborate with sales enablement, digital, and business-line stakeholders to align content with firm priorities

The mix of responsibilities will evolve based on business needs. This role may also contribute to broader marketing initiatives and special projects across the firm.

A strong command of and commitment to enforcing the CAPTRUST style guide (based on the Chicago Manual of Style, with firm-specific deviations) is essential.

Qualifications

Minimum Qualifications:

  • Bachelor’s degree (preferred) or equivalent experience in English, journalism, public relations, technical writing, marketing, or a related field
  • 5-7 years of experience writing and editing marketing, editorial, or public relations content for print and/or digital platforms

Desired Qualifications/Skills:

  • Demonstrated ability to develop content and communications that align with broader business and marketing objectives
  • Proven ability to translate complex concepts into clear, engaging narratives
  • Familiarity with the Chicago Manual of Style (CMOS) preferred
  • Experience with AI writing tools (e.g. Jasper, CoPilot ChatGPT, Claude), content management systems (e.g. Asana, WordPress), and digital marketing platforms is a plus
  • Previous experience in the financial or investment advisory industry is not required.

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 culture in which 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. Some benefits include:

  • 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)

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

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?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and 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.

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