CAPTRUST is seeking a Strategic Discretionary Accounts Manager in Raleigh, NC. You will serve as the primary discretionary relationship manager for high-value retirement plan clients, delivering proactive engagement, reporting, and fiduciary support across 3(38) and AMA/QDIA solutions.
You will lead advisor teams, develop state-of-the-art analytics, and coordinate internal resources to drive client outcomes and growth while ensuring governance and regulatory alignment.
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