Wealth Solutions Specialist

WHO are we looking for?

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. This includes support of financial planning solutions, family office services, performance reporting, integrations of new offices, and various other client solutions support. As CAPTRUST continues to evolve, this individual will play a key role in developing and implementing strategies that elevate the client experience and support the firm’s long‑term success.

• 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, when necessary, beyond normal working hours
• Very minimal travel expected

Minimum Qualifications:

• Bachelor’s degree in a related field or equivalent experience
• 5 years of experience in the wealth management industry

• Product or vendor management experience
• Wealth management client‑facing experience
• Family office 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
• 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

• 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): $85,000–$150,000

Any CAPTRUST office location. Due to the nature of the role, this is not a remote or work‑from‑home position, however there is flexibility.

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.