Advisor Productivity & AI Tools Product Specialist

WHO are we looking for?

CAPTRUST is seeking a detail-oriented and motivated Product Specialist 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...