Strategic Discretionary Accounts Manager

WHO are we looking for?

The Strategic Discretionary Accounts Manager is responsible for supporting CAPTRUST's strategically important discretionary retirement plan relationships. This role serves as the primary discretionary relationship manager and strategic resource for advisor teams supporting high-value clients utilizing 3(38) fiduciary services, AMA/QDIA solutions, custom target date funds, and our Alegeus HSA partnership.

The position provides dedicated support for a portfolio representing significant discretionary revenue and growth opportunities, ensuring clients receive a differentiated service experience through...