Seismic Product Manager

Overview

Who are we looking for?

CAPTRUST is seeking a Seismic Product Manager to own the strategy, value realization, and execution of the firm's Seismic platform. This role has accountability for platform design, governance, complex builds, roadmap prioritization, user experience optimization, and business outcomes. In addition, this role will manage external partners assisting with activities such as content updates, asset loading, and document builds. The Seismic Product Manager serves as CAPTRUST's internal Sales Enablement expert on Seismic and the primary strategic liaison to Seismic Client Success.

Responsibilities

Product Strategy, Vision & Roadmap

• Define and maintain the Seismic product vision and multi-quarter roadmap, aligned to CAPTRUST's sales, marketing, and advisor productivity goals
• Own success criteria and adoption targets for core and advanced Seismic capabilities

Platform Ownership & Execution

• Maintain hands-on expertise and accountability for Seismic platform execution, including:
  • Platform configuration and governance
  • User roles, permissions, and access management
    Metadata, content structure, and personalization rules
  • Backlog management and release coordination
• Own release planning, testing, deployment, and communication for Seismic enhancements
• Provide ongoing content and library management (slide libraries, tagging, metadata, expiry, permissions)
• Provide technical support for Seismic users, resolving issues and configuring the platform to meet business needs
• Develop custom automation solutions, leveraging Seismic APIs and advanced configurations
• Implement taxonomy and dynamic rules to improve content discoverability and automation efficiency
• Own and enhance Seismic LiveDocs, optimizing content automation and streamlining workflows
• Manage and troubleshoot Seismic-Dynamics integrations, ensuring seamless data flow between systems

Outsourced Resource Management & Operating Model

• Manage and direct external Seismic resources responsible for administrative and executional tasks, including: content updates and maintenance, asset loading and metadata application, building and updating LiveDocs, and routine platform administration
• Define clear scopes of work, quality standards, and SLAs for external partners.
• Review, validate, and accept work completed by outsourced resources to ensure alignment with governance, UX standards, and compliance requirements.
• Balance internal ownership with external capacity to ensure efficiency without sacrificing platform integrity or strategic control.

Advanced Capabilities & Complex Builds

• Own the strategy, configuration, and success outcomes for advanced Seismic capabilities, including:
  • Red Oak - complex document automation and personalization
  • LiveSocial - compliant digital and social distribution
  • Learning integrations - onboarding, role readiness, and reinforcement
• Personally design and build complex LiveDocs, advanced rules, and scalable templates that require deep platform expertise

User Experience, Enablement & Adoption

• Set and enforce UX and content standards across Seismic
• Optimize the advisor experience based on feedback, behavioral analytics, and best practices
• Train power users, content owners, and Sales Enablement partners on Seismic capabilities and best practices
• Ensure Seismic is embedded into daily advisor workflows through training, enablement, and change management

Analytics, Insights & Value Realization

• Define KPIs tied to both platform health and business impact (adoption, efficiency, content effectiveness)
• Use analytics to inform roadmap prioritization, enablement investments, and content strategy
• Provide regular insights to Sales Enablement leadership demonstrating Seismic's contribution to advisor productivity and client engagement

Stakeholder & Vendor Partnership

• Serve as the primary strategic liaison to Seismic Client Success, owning:
  • Roadmap alignment
  • Quarterly business reviews
  • Escalation and prioritization of issues and enhancements
• Act as CAPTRUST's authoritative voice on Seismic internally

Qualifications

Minimum Qualifications:

• 10+ years in Sales Enablement, Product Management, Product Ownership, or Marketing Operations
• Experience with Seismic administration and advanced configuration
• Financial Services, Investment Advisory or Professional Services industry experience preferred

Desired Qualifications/Skills:

• Exceptional writing, editing, and organization skills with a meticulous attention to detail
• Strong project management skills with the ability to handle multiple requests and deadlines
• Experience collaborating with compliance teams and navigating regulated content environments and governance infrastructure
• Prior experience supporting a Sales Enablement or Advisor Support function
• Familiarity with pitch decks, advisor collateral, RFP content, and thought leadership adaptation
• Knowledge of regulated RIA terminology and compliance constraints
• Comfort synthesizing complex internal information into clear, audience-ready content
• Experience managing vendors or outsourced execution teams

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)
• Compensation range (depending on location and experience): $115,000.00 - $135,000.00

WHERE will you be working?

4208 Six Forks Road, Suite 1700 | Raleigh, NC 27609 or Any CAPTRUST Office Location

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.