Wealth Solutions Architect
CAPTRUST
A wealth management firm is seeking a collaborative Wealth Solutions Specialist to enhance its services. This role involves supporting financial advisors in delivering wealth management solutions to clients. Responsibilities include overseeing vendor management, supporting Family Office Services, and tracking performance metrics. Candidates should have at least 5 years of experience in the wealth management industry and a Bachelor’s degree. The position requires strong communication skills and a focus on building successful relationships. #J-18808-Ljbffr CAPTRUST
Vacancy posted 1 day ago
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