WHO are we looking for?

CAPTRUST is seeking a Product Manager to own and evolve our Wealth Management FinTech ecosystem. This role will focus on client onboarding, financial planning tools, custodial integrations, and related internal solutions. The Product Manager will serve as the connective tissue between advisors, client service, operations, custodians, vendors, and internal development teams — ensuring our WealthTech platform is integrated, secure, and delivering measurable value to clients and advisors. others:

• Act as the owner of the firm’s Wealth Management FinTech ecosystem, including onboarding, planning tools, custodial integrations, and internal solutions
• Coordinate with CRM and reporting product managers to ensure alignment across the broader technology landscape
• Define and maintain the product roadmap, balancing strategic vision with near-term enhancements
• Serve as the primary liaison between vendors, custodians, internal development teams, and business stakeholders
• Gather and prioritize feedback from advisors, client service, operations, and clients to drive adoption and satisfaction
• Partner with engineering and project management resources to deliver integrations and enhancements on time and within scope
• Lead stakeholder education and change management to maximize adoption and value realization
• Monitor performance, usage, and business outcomes of technology solutions
• Ensure compliance, security, and operational efficiency across the WealthTech stack

Minimum Qualifications:

• 5+ years of experience in product management or technology ownership within financial services, ideally wealth management
• Bachelor’s degree in business, finance, or technology; MBA/CFP preferred.
• Strong understanding of Wealth Management FinTech platforms (financial planning, custodial systems, onboarding solutions)
• Proven ability to manage integrations across multiple vendors and custodians
• Strong technical fluency and experience collaborating with development teams (APIs, data flows, integrations)
• Excellent stakeholder management and communication skills — able to translate business needs into technical requirements
• Track record of driving user adoption and improving client experiences.

Desired Qualifications/Skills:

• Proficient in Microsoft Excel
• Experience in Agile methodology
• Azure DevOps experience
• Understanding of CRM Applications (Microsoft Dynamics)
• QA/testing knowledge
• Detail oriented and highly organized
• Ability to handle multiple projects/work streams and adapt to a constantly changing environment
• Ability to establish effective working relationships with all levels of staff
• Exceptional oral and written communications skills; ability to communicate effectively
• High standard of professionalism

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:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Personify Health wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

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.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior 

This position will remain open until filled.