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AI-Driven Advisor Productivity Specialist

Captrust

CAPTRUST seeks a Product Specialist to support advisor productivity tools, focusing on the AI-native meeting assistant. You will collaborate with Product Management, IT, vendors, and business teams to evaluate capabilities, configure tools for advisor workflows, and drive adoption that enhances client experience. The role involves expanding to adjacent wealth tech tools, requires strong problem-solving and collaboration, and aims to deepen product expertise across AI-enabled tools and #J-18808-Ljbffr Captrust

Vacancy posted 4 days ago
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