Wealth Solutions Specialist
CapTrust Advisors, LLC, New York, NY, United States
Overview
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, as well as 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.
Responsibilities
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
Qualifications
Minimum Qualifications:
Bachelor’s degree in a related field or equivalent experience
5 years of experience in the wealth management industry
Desired Qualifications/Skills:
Product or vendor management experience
Wealth management client facing experience
Family offices services and ultra‑high net worth client experience
Strong communication skills, both written and verbal
Strong interpersonal skills, includes 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
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): $85,000.00- $150,000.00
WHERE will you be working?
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.
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
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.
This position will remain open until filled.
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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, as well as 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.
Responsibilities
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
Qualifications
Minimum Qualifications:
Bachelor’s degree in a related field or equivalent experience
5 years of experience in the wealth management industry
Desired Qualifications/Skills:
Product or vendor management experience
Wealth management client facing experience
Family offices services and ultra‑high net worth client experience
Strong communication skills, both written and verbal
Strong interpersonal skills, includes 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
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): $85,000.00- $150,000.00
WHERE will you be working?
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.
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
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.
This position will remain open until filled.
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