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Location
In office
Seniority
Principal · 5+ years exp
Overview
Company
Impact
Profile match
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 a highly skilled and self-driven Senior Specialist Software Engineer to serve as a technical expert in designing and building scalable, cloud-native applications. This role is ideal for an experienced developer who thrives on solving complex problems, driving technical excellence, and delivering high-impact solutions using Microsoft Azure, C#, and TypeScript.

Responsibilities

  • Design and deliver extensions to Dynamics 365 (e.g., custom entities/tables, business rules, plugins, workflows, client scripting) to support business processes with maintainable, well-tested solutions.
  • Build and operate Azure-based integration services (e.g., Azure Functions, App Service, Logic Apps) that connect Dynamics 365 with internal systems and third-party vendors.
  • Design APIs and event-driven integrations that are secure, observable, and resilient; partner with stakeholders to clarify requirements and translate them into technical designs.
  • Own technical designs for your area: write design notes, run design reviews, and make pragmatic tradeoffs (time, risk, performance, maintainability).
  • Deliver end-to-end features from discovery through production: implementation, automated tests, deployment pipelines, and documentation/hand-off.
  • Improve data quality and performance across CRM and supporting services: SQL query tuning, schema design, data migration patterns, and integration reliability.
  • Raise engineering quality through code reviews, pairing, and shared standards (testing strategy, CI/CD, security practices, observability, and operational readiness).
  • Serve as an escalation point for complex production issues-debugging across Dynamics 365, Azure services, and data layers-and drive root-cause fixes.
  • Mentor engineers and help grow platform capability through documentation, demos, and coaching; model strong engineering habits and inclusive collaboration.
  • Partner closely with admins, architects, product owners, and business stakeholders to plan roadmaps, manage technical debt, and deliver incremental value.

Qualifications

Minimum Qualifications:

  • 5+ years of professional software engineering experience building and operating production systems.
  • Strong proficiency with C#/.NET for backend development and integrations.
  • Experience extending and customizing a modern CRM platform-Dynamics 365 strongly preferred (e.g., plugins, workflows/automation, customization, integrations).
  • Cloud experience in Azure, AWS, or GCP, with the ability to design cloud-native solutions; this role operates in Azure day-to-day.
  • Working knowledge of TypeScript/JavaScript (used for Dynamics client scripting and/or serverless/integration components where appropriate).
  • Experience with Git and CI/CD, and comfort working in an iterative Agile environment; able to communicate clearly with both technical and non-technical partners.

Desired Qualifications/Skills:

  • Deep Dynamics 365 and Dataverse experience (solution design, security roles, ALM for solutions, environment strategy).
  • Experience with Microsoft Power Platform (Power Automate, Power Apps) and integration patterns that complement Dynamics 365.
  • Strong SQL skills (schema design, query optimization) and familiarity with data integration/migration practices.
  • Azure implementation experience with services such as Azure Functions, Logic Apps, App Service, Service Bus, Key Vault, and Application Insights (or equivalent services in other clouds).
  • Demonstrated technical leadership as an IC (e.g., leading design reviews, mentoring, improving engineering practices). Microsoft certifications (AZ-204, PL-400, AZ-305) are a plus, not a requirement.

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:

  • Employee ownership opportunities
  • Brick Bonus success sharing program
  • Comprehensive health coverage + Personify Health wellness platform
  • 401(k) program with a 5% employer match + financial planning for colleagues

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.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior

This position will remain open until filled.

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