Overview: WHO are we looking for? CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who will provide... Financial Advisor. Confidently lead meetings independently as needed. Proactive Client Service: Stay informed on client needs...
reviews and other presentations—often in partnership with a Senior Financial Advisor. Confidently lead meetings independently... to retirement plan sponsors. Cross-Department Liaison: Act as the bridge between the Senior Financial Advisor and other internal...
for candidates taking part in the selection process. The Global Indirect Strategic Sourcing Manager is responsible for sourcing... as necessary Key Responsibilities Strategic Partnership & Stakeholder Engagement Serve as a trusted technical advisor...