Overview: WHO are we looking for? CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who will provide... Financial Advisor. Confidently lead meetings independently as needed. Proactive Client Service: Stay informed on client needs...
reviews and other presentations—often in partnership with a Senior Financial Advisor. Confidently lead meetings independently... to retirement plan sponsors. Cross-Department Liaison: Act as the bridge between the Senior Financial Advisor and other internal...
and/or advisor development experience in financial services Strong communication, relationship-building, and discretion Organized...Title: Manager, Advisor Recruiting & Development (Confidential) — Alpharetta, GA Location: Alpharetta, GA (North...
for candidates taking part in the selection process. The Global Indirect Strategic Sourcing Manager is responsible for sourcing... as necessary Key Responsibilities Strategic Partnership & Stakeholder Engagement Serve as a trusted technical advisor...
personalization, and segmentation Act as a trusted strategic advisor to portfolio senior leadership team in solving complex business... at multi-product/multi-channel financial services organization A minimum of 7+ years analytics experience, ideally...
as a trusted advisor and subject matter expert for Family Office clients. Serve as the public face of the division’s investment... development of private market investment capabilities , including sourcing, due diligence, and manager selection. Maintain...