Product Manager

Product Manager

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.

Responsibilities

• 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

Qualifications

Minimum Qualifications :

Desired Qualifications / Skills :

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 :

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 :

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.