support CAPTRUST’s Family Office Services initiatives Work with wealth leadership, advisors, and project teams to enhance... at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it;it's a great...
Overview: Who are we looking for? CAPTRUST is seeking a Seismic Product Manager to own the strategy, value... Manager serves as CAPTRUST’s internal Sales Enablement expert on Seismic and the primary strategic liaison to Seismic Client...
roadmap, aligned to CAPTRUST’s sales, marketing, and advisor productivity goals Own success criteria and adoption targets... reviews Escalation and prioritization of issues and enhancements Act as CAPTRUST’s authoritative voice on Seismic internally...
’s from new CAPTRUST offices Will work closely with financial advisors, client service, and peers on the Wealth Planning team... from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it;it...
Overview: WHO are we looking for? CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly... into our system, eMoney, specifically the data of client’s from new CAPTRUST offices Will work closely with financial advisors...
and analytics needs Partner with CAPTRUST’s centralized data team to prioritize, design, and improve data solutions supporting... priorities and adapting as needs evolve. WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients...
Overview: WHO are we looking for? CAPTRUST is seeking a full-time Wealth Client Management Consultant to work... and professional manner while upholding our CAPTRUST culture Represents Wealth Client Service function and serves as a primary contact...
best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding our CAPTRUST... in accordance with CAPTRUST, industry, and regulatory compliance Performs other duties and special projects as required, including...
to grasp financial/investment concepts 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...
, audience-ready content 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...