Wealth Solutions Specialist

Job Overview CAPTRUST is seeking a collaborative and detail-oriented Wealth Solutions Specialist to support and enhance our growing wealth management services. The Wealth Solutions Specialist will work directly with our financial advisors to provide wealth management solutions for clients, including support of financial planning solutions, family office services, performance reporting, integrations of new offices, and other client solutions support. Responsibilities Oversee product and vendor management functions for Wealth Solutions, including research. Directly support CAPTRUST’s Family Office Services initiatives. Work with wealth leadership, advisors, and project teams to enhance our services and support model. Track metrics, monitor activities, automate functions where possible. Create and manage project plans and lead projects as needed. Build and maintain strong relationships with technology, product, and business teams across the firm, and external partners and vendors. May work beyond normal hours when necessary. Minimal travel expected. Minimum Qualifications Bachelor’s degree in a related field or equivalent experience. 5 years of experience in the wealth management industry. Desired Qualifications/Skills Product or vendor management experience. Wealth management client-facing experience. Family offices services and ultra-high net worth client experience. Strong communication skills, both written and verbal. Strong interpersonal skills, including being polished, courteous, professional, and patient. Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines. Strong background/knowledge with financial planning strategies. Technology savvy, proficient with Microsoft Office. Benefits 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). Competitive compensation range ($85,000.00 - $150,000.00). Location Any CAPTRUST office location. Please note: This is not a remote position. 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. We provide a harassment-free workplace free of discrimination or retaliation. #J-18808-Ljbffr CAPTRUST