{"id":990237,"url":"https://alion.io/job/captrust-product-manager","title":"Product Manager","company":{"id":708258,"name":"CAPTRUST","domain":"captrust.com","url":"https://alion.io/company/captrust","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":null},"role":"Product","role_family":"Product","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Raleigh, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":109000,"max_usd":201000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2761},"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Agile","optional":false},{"name":"Power Automate","optional":false}],"status":"closed","first_seen_at":"2026-09-17T02:06:20Z","employer_posted_date":"2026-09-20","last_verified_at":"2026-11-04T05:37:43Z","board_verified":false,"closed_at":"2026-11-04T05:37:43Z","days_open":48,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":48},"description":"Overview\nWHO are we looking for?\nCAPTRUST is seeking a motivated and experienced Product Manager with deep expertise in Microsoft Dynamics 365 Finance & Operations to set direction for the enhancement, optimization, and expansion of CAPTRUST's Dynamics 365 Finance & Operations platform. The ideal candidate will have a proven track record of successfully managing and enhancing this system to drive business transformation. CAPTRUST's use of Dynamics 365 F&O is centered primarily on finance, accounting, reporting, and platform integrations.\nThe successful candidate should bring deep expertise in those areas while maintaining a broader understanding of the Dynamics 365 F&O ecosystem. This role presents an opportunity to shape the direction of our Dynamics 365 F&O platform and modernize core financial processes by partnering with the business on priorities and guiding the development efforts that deliver them. The successful candidate will engage with cross-functional teams, understand business needs, negotiate scope, and guide the delivery of high-impact solutions that align with CAPTRUST's long-term vision.\nThe internal title for this role is intended to be Product Management| Strategy & Transformation Office.\nResponsibilities\nDefine and communicate the product vision and strategy for Dynamics 365 Finance & Operations, engaging executive leadership to ensure alignment on priorities and investment decisions\nCollaborate closely with cross-functional teams, including IT, Finance, and Operations, to understand business needs and challenges and facilitate alignment on product priorities\nPartner with stakeholders to shape priorities and guide development initiatives so delivered work aligns with CAPTRUST's needs\nConduct in-depth discussions with stakeholders to gather detailed requirements, ensuring the Dynamics 365 Finance & Operations platform effectively supports financial operations, reporting, integrations, and downstream processes\nCreate and maintain a comprehensive product roadmap for Dynamics 365 Finance & Operations, prioritizing features and enhancements based on business value, stakeholder input, and measurable outcomes\nStay informed on Microsoft’s Dynamics roadmap and recommend adoption of new features, including emerging AI and automation capabilities where appropriate\nEffectively communicate product features, updates, and changes to stakeholders to build understanding of the platform’s capabilities and benefits and supporting adoption\nCollaborate with UX and process design teams to ensure the Dynamics 365 Finance & Operations platform offers an intuitive and efficient experience for all users\nPlan and coordinate product releases, including managing feature launches, updates, and continuous improvements\nUse metrics, analytics, and user feedback to monitor Dynamics 365 Finance & Operations platform performance, identify opportunities for enhancement, and drive continuous improvement\nAddress challenges and obstacles finding creative solutions to meet stakeholder requirements\nEngage with external vendors and partners to support integrations, enhancements, and solution expansion efforts\nPartner with IT and data teams to ensure Dynamics 365 Finance & Operations integrations support broader data strategy and enterprise reporting requirements\nQualifications\nMinimum Qualifications:\nBachelor’s degree in computer science, business, data analytics, or a related field or equivalent years of experience\nProven experience as a Product Manager, with a specific focus on Microsoft Dynamics 365 Finance & Operations (D365 F&O)\nMinimum 7-12 years of industry experience\nDesired Qualifications/Skills:\nStrong expertise in financial operations, requirements gathering, and scope negotiation\nDeep understanding of financial workflows, reporting, integrations, and operational processes within Dynamics 365 Finance & Operations\nAbility to drive product strategy and lead initiatives that expand and optimize Dynamics 365 Finance & Operations capabilities, including integrations with other finance tools\nStrong collaboration and facilitation skills, with the ability to work effectively across multiple job functions\nExceptional communication skills to ensure alignment on product priorities and to convey product changes to stakeholders\nExperience with requirements gathering and a data-driven approach to feature prioritization\nFamiliarity with Agile development methodologies\nA track record of successfully managing and improving a complex Dynamics 365 Finance & Operations implementation throughout its lifecycle\nExperience delivering measurable business outcomes such as improved financial-process efficiency, stronger reporting, or operational efficiency gains\nProven experience managing external vendors and third-party integrations.\nKnowledge of data integration strategies and enterprise data alignment.\nPreferred: Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate or Solution Architect Expert\nExperience with Power Platform and Power Automate for workflow automation and process optimization\nWHAT can you expect from your career at CAPTRUST?\nOur 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.\nOur Employee Benefits Package shows how much we value our team. Some benefits include:\nCompany discretionary bonus.\nHealth, 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.\nCompany-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.\nPaid time off (PTO) or Paid Sick Leave (PSL)\nWHERE will you be working?\n4208 Six Forks Rd #1700 | Raleigh, NC 27609\nDue to the nature of the role, this is not a remote or work from home position. #LI-Onsite\nHOW do we build a world class organization one brick at a time?\nWe 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.\nAre you the next brick?\nTo get it done the CAPTRUST Way, an individual should exhibit the following characteristics:\nAbility to build successful, collaborative, and trusting relationships\nInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information\nA 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\nInherent desire to give back to our communities and enrich the lives of those around us\nAn other-centered mindset\nIntegrity through maintaining objectivity\nEEO/Diversity Statement:\nAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.\nIt 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\nThis position will remain open until filled.","description_format":"text","description_chars":7977,"description_truncated":false,"requirements":{"experience_years_min":7,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Life insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-17T02:06:20Z"},{"event":"close","at":"2026-11-04T05:37:43Z"}],"visa":[],"liveness":null,"pay":null,"html_url":"https://alion.io/job/captrust-product-manager","json_url":"https://alion.io/job/captrust-product-manager.json","meta":{"generated_at":"2026-11-06T12:26:51Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":22620,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-07T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":708258},"rest":"https://alion.io/mcp/rest/get_company?id=708258"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcaptrust-product-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcaptrust-product-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcaptrust-product-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/captrust-product-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcaptrust-product-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":990237}},{"tool":"search_jobs","arguments":{"company":"captrust.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":990237},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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