Advisor Productivity & AI Tools Product Specialist

Overview

WHO are we looking for?

CAPTRUST is seeking a detail-oriented and motivated Product Specialis t to support advisor productivity tools, with a primary focus on our AI-native meeting assistant. This role will work closely with the Product Manager, Strategy & Transformation Office, IT, vendors, and business teams to evaluate new capabilities, support feature releases, configure tools for advisor workflows, and drive adoption of solutions that enhance advisor productivity and client experience.

While the AI meeting assistant is the primary responsibility, this role will also support adjacent tools and integrations and may expand to additional wealth technology solutions as the product ecosystem evolves. The ideal candidate has strong problem-solving skills, a collaborative mindset, and an interest in developing deeper product expertise across AI-enabled tools, vendor capabilities, and emerging integration patterns that can improve business processes.

The internal title for this role is intended to be Product Specialist | Product Management.

Responsibilities

• Serve as a product specialist for the AI meeting assistant and related advisor productivity tools.
• Engage directly with advisors when tool issues, questions, or feedback need product-level involvement.
• Represent advisor workflow needs and enhancement opportunities in partnership with Product Management during vendor discussions.
• Evaluate new features and capabilities from vendors and assess applicability to advisor workflows.
• Stay current on vendor product roadmaps, releases, and architectural changes to anticipate impact on CAPTRUST and our advisors.
• Develop and maintain practical awareness of the broader agentic AI ecosystem and emerging integration patterns across advisor productivity tools, surfacing opportunities relevant to our business.
• Support and execute rollout plans for new features, including testing, communication, training, and post-launch monitoring.
• Drive adoption through training, guidance, and ongoing support, coordinating with IT and vendor partners on troubleshooting and issue resolution.
• Gather feedback and monitor adoption and usage trends to identify opportunities to improve functionality, usability, and workflow integration.
• Act as a liaison between end users, Product, IT, and vendors to ensure alignment and effective communication.
• Document use cases and best practices to support advisor enablement and effective tool usage.
• Configure and contextualize productivity tools to fit CAPTRUST advisor workflows.
• Document workflows, configurations, and requirements within the vendor product space to support enhancements and operational consistency.

Qualifications

• Completion of a four-year college degree or equivalent years of relevant experience
• 6-8 years’ experience working in client services for an organization that provides retirement plan services preferred
• Experience supporting or administering business applications.
• Experience in wealth management, financial services, or a related advisor-facing business.

Desired Qualifications/Skills:

• Experience with AI tools, CRM (Dynamics 365 or comparable), or wealth technology platforms.
• Exposure to agentic AI capabilities or AI integration patterns.
• Familiarity with work management and delivery tools such as Jira or Azure DevOps.
• Experience with vendor product evaluation, configuration, and roadmap engagement.
• Familiarity with process and diagramming tools (e.g., Visio or equivalent).
• Experience driving adoption of business technology platforms across distributed user bases.
• Excellent communication skills with the ability to engage directly with business users, stakeholders, and vendors.
• Demonstrated ability to gather requirements, document workflows, and translate business needs into practical technology solutions.
• Proven ability to coordinate across business, technology, and vendor partners to drive outcomes.
• Detail-oriented with strong organizational skills and the ability to manage multiple priorities.

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)

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.

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. #mid-senior

This position will remain open until filled.