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(USA) Senior Product Manager - AdTech
Vizio
NEW YORK, NY · San Francisco, CA
- $108,000 to $234,000 USD / year
…targeting, performance, and measurement. As a Senior Product Manager, you will influence product strategy, lead roadmap execution, and uncover new opportunities to deliver value to…
Added 1 min ago
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(USA) Principal, Product Manager
Walmart
BENTONVILLE, AR
- $110,000 to $220,000 USD / year
As a Principal Product Manager, you will lead product strategy across a broad portfolio, driving impactful decisions through deep expertise and data-driven insights. This role involves…
Added 1 min ago
W
(USA) Staff, Product Manager
Walmart
SUNNYVALE, CA
- $143,000 to $286,000 USD / year
As a Staff Product Manager at Walmart, you will lead strategy and execution for complex products, driving end-to-end outcomes from discovery through value realization. This role requires…
Added 2 mins ago
Product Manager
Meta
Charleston, WV
Gather and analyze user research and market analysis to inform product decisions and influence the wider product organization
Added 2 mins ago
Associate Product Manager
FranklinCovey
Charleston, WV
Passion for leadership development, learning, and behavior change; edtech experience
Added 2 mins ago
Manager, Enterprise Growth NA
American Express Global Business Travel
Charleston, WV
This role is the face of GBT’s mid-market sales development organization. You will set the tone, drive the culture, and be the standard your team measures themselves against.
Added 5 mins ago
H
Senior Finance Analyst - Print Microfluidics Technology Development
HP
Spring, TX · Spring
- $105,050 to $161,800 USD / year
…improvements, provides expert counsel, represents the business unit/organization, and mentors lower-level employees, contributing to operational and strategic…
Added 8 mins ago
Project Manager
Nuclear Fuel Services
Mt Vernon, IN
Join our dynamic team as a Project Manager at our facility located in Mount Vernon, Indiana. In this pivotal role, you will provide exceptional project management for our diverse range of…
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Training Content & Creative Development Specialist- Healthcare
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Martinsville, IN
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RN-UHR FLOAT
Union Hospital Health Group
TERRE HAUTE, IN
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RN-2 WEST B & C: OBSERVATION UNIT
Union Hospital Health Group
Terre Haute, IN
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Added 9 mins ago
Operations Training Program Manager
OneMain Financial
Evansville, IN
The Operations Training Program Manager partners with the business and other learning teams to create and design, implement and manage learning programs. Specific ownership will vary based…
Added 9 mins ago
Sterile Processing Manager
Ascension Health
Evansville, IN
Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
Added 9 mins ago
Product Manager
Meta
Indianapolis, IN
Gather and analyze user research and market analysis to inform product decisions and influence the wider product organization
Added 9 mins ago
AI Senior Manager - SFL Scientific
Deloitte
Indianapolis, IN
With our continued growth and our commercial sector-focused clients' overwhelming demand for AI development in new areas, we are expanding our consulting and development team to deliver…
Added 9 mins ago
Data Science Manager, Gen AI - SFL Scientific
Deloitte
Indianapolis, IN
…transform our clients' businesses. We are hiring a Data Science Manager to support the technical design, development, and deployment of novel AI solutions across healthcare, life sciences,…
Added 9 mins ago
Associate Product Manager
FranklinCovey
Indianapolis, IN
Passion for leadership development, learning, and behavior change; edtech experience
Added 9 mins ago
W
Optical Associate, Non-Certified – Sam’s Club
Walmart
Indianapolis, IN
- $20 to $28 USD / hour
…eye anatomy and diagnostic testing. Participates in internal development opportunities to enhance technical and service capabilities. Where applicable by state regulations, registers with…
Added 9 mins ago
Manager, Enterprise Growth NA
American Express Global Business Travel
Indianapolis, IN
This role is the face of GBT’s mid-market sales development organization. You will set the tone, drive the culture, and be the standard your team measures themselves against.
Added 9 mins ago
Office Manager
State of Indiana
Marshall, IN
The Office Manager oversees essential administrative and operational functions for Turkey Run State Park, Shades State Park, and the Covered Bridge Retreat. Key responsibilities include…
Added 9 mins ago
Quality Manager
US0767 Prysmian Cables and Systems Usa LLC
Marion, IN
As a member of the Plant Leadership Team, the Quality Manager is responsible for ensuring the plant meets its stated business objectives through effective leadership of the Quality…
Added 22 mins ago
Area Manager, Wood Fiber Procurement
Smurfit Westrock
Cottonton, AL
We have an opportunity for an Area Wood Fiber Procurement Manager at our Cottonton, AL, office to lead the Stumpage Acquisition team activities. Responsibilities include developing and…
Added 22 mins ago
Talent Management Specialist (Level 3 or 4)
Northrop Grumman
Huntsville, AL
Reporting to the Manager, Talent Management, you will be a key member of the Enterprise Talent team, partnering with stakeholders across the organization to enhance leadership pipelines and…
Added 36 mins ago
W
(USA) Optical Manager, Non-Certified – Sam’s Club
Walmart
PORTAGE, MI
- $27.5 to $39.5 USD / hour
…culture grounded in accountability, engagement, and continuous development. Assigns duties strategically to optimize workflow, elevate skills, and ensure operational excellence. Supports…

CAPTRUST

Financial Advisor Relationship Manager - Planner

Boston, MA, United States

Compensation range (depending on location and experience): $85,000-$110,000

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Job details

Pay: Compensation range (depending on location and experience): $85,000-$110,000
Apply by: Oct 30, 2027
Experience: 5+ years of relevant work experience
Posting language: English
Posted: Oct 30, 2024

Original job description

Overview

WHO are we looking for?

CAPTRUST seeks a dynamic Financial Advisor Relationship Manager – Planner, who will lead and support existing and new client relationships to provide world-class service. The position is located in Boston, MA. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:

Responsibilities

Client Facing Responsibilities

Prepare and propose items of discussion, financial planning issues, and recommendations for Prospect Meetings and Client review meetings
Attend or lead client meetings with/without Senior Advisor as appropriate
Attend Prospecting meetings with Senior Advisor as appropriate
Manage client meeting follow-up items and action items with clients and Senior Advisor if necessary
Maintain frequent communications with clients between meetings
Assume relationship management responsibilities for existing clients
Assist with calendaring of planning exercises and appropriate follow-ups for new clients and existing

Financial Planning Responsibilities

Effectively use eMoney platform and/or other software tools to create and update financial projections including base plans, scenario analysis and estate planning projections
Collaborate with advisor team to develop appropriate financial recommendations for clients
Develop and maintain an area of planning expertise – for example: Estate Planning, Insurance, Social Security, etc.
Present Financial Plans to clients and prospects including initial onboarding as well as deep dive scenario analysis

Investment Management Responsitilities

Effectively communicate our investment strategy and recommendations to clients
Work with Senior Advisor to develop suitable portfolio recommendations for individual clients
Present with and without Senior Advisor, portfolio recommendations to clients
Support advisor team with rebalancing/realignment of portfolios as needed

Professional Development

Pursue additional qualifications which will continue to build upon the team’s collective expertise
Attend industry conferences related to financial planning and/or investment management to hone skills and stay current with financial education and industry trends
Develop selling skills by attending prospecting meetings and learning from other advisors and outside resources where appropriate

Qualifications

Background Requirements:

Bachelor’s degree or higher or equivalent work experience
CFP® or must obtain within1 year of hire date
5+ years of relevant work experience

Candidate Qualifications

Passionate interest in working as part of a team to serve clients’ full range of financial planning needs ” Team Player” mindset and willingness to do whatever is needed, big or small
Enjoys direct and personal interactions with clients
Interest in longer term firm career advancement opportunity as a Senior Wealth Advisor
Prioritizes communication responsiveness both internally and externally

Abilities and Skills Profile

Excellent written and verbal communication skills
Excellent computer skills, including MS Word, Excel, and Outlook
Familiarity with eMoney Financial Planning Software
Well-developed interpersonal skills
Exceptional organizational skills
Effective time management skills; ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines
Ability to effectively report to several professionals on a large variety of tasks and manage priorities amid an often-heavy volume of work

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 place 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)
Compensation range (depending on location and experience): $85,000-$110,000

WHERE will you be working?

One Liberty Square, 13th Floor | Boston, MA 02109

Hybrid work arrangement following a 90-day introductory period.

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 burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the 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. #associate

This position will remain open until filled.

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