Overview:
WHO are we looking for?
CAPTRUST is seeking an experienced and detail-oriented Product Manager to oversee institutional client reporting (retirement plans, endowments, foundations, and other asset pools) and the technologies that support these deliverables. The ideal candidate will have a strong background in product management, data analytics, and a deep understanding of client reporting within the financial services industry. This role is crucial in ensuring accurate, timely, and effective reporting solutions that meet the needs of our clients and stakeholders. Primary responsibilities may include the following, among others:
Responsibilities:
- Develop and execute the product strategy for client reporting solutions and identify market trends, customer needs, and competitive landscape to inform product roadmap and prioritization
- Define product requirements, create user stories, and manage the product backlog and conduct regular reviews and updates on product development progress, ensuring alignment with business goals and timelines
- Prioritize features, enhancements, and bug fixes based on customer feedback and business impact
- Oversee the development, enhancement, and maintenance of client reporting tools and technologies
- Ensure the accuracy, efficiency, completeness, and timeliness of client reports and collaborate with data, engineering, and operations teams to streamline reporting processes and improve efficiency
- Work closely with internal and external stakeholders, including clients, advisors, subject matter experts, and other third-party partners
- Facilitate communication and coordination between technical and non-technical teams to ensure alignment and successful delivery of reporting solutions
- Ensure high-quality client reporting by overseeing testing processes and addressing any issues or discrepancies and continuously monitor and improve the performance and reliability of reporting systems
- Gather and analyze user feedback to identify areas for improvement and innovation and conduct market research to stay updated on industry trends and competitor activities
- Create and maintain comprehensive product documentation, including user guides and technical documentation and provide training and support to internal teams and clients on reporting tools and technologies
Qualifications:
Minimum Qualifications:
- Bachelors degree in computer science, business, data analytics, or a related field or equivalent years of experience
- 5+ years of experience in product management, with a focus on client reporting
Desired Qualifications/Skills:
- Strong understanding of client reporting requirements within the financial services industry
- Proven experience in managing complex projects and collaborating with cross-functional teams
- Excellent communication and interpersonal skills and strong analytical and problem-solving abilities
- Familiarity with data visualization tools and reporting technologies
- Experience in the financial services or retirement plan industry
- Knowledge of SQL, data warehousing, and business intelligence tools
- MBA or advanced degree in a related field
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. Theres a reason for it; its 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.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
- Employee ownership opportunities
- Brick Bonus success sharing program
- Comprehensive health coverage + Virgin Pulse wellness platform
- 401(k) program with a 5% employer match + financial planning for colleagues
WHERE will you be working?
4208 Six Forks Rd #1700 | Raleigh, NC 27609
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
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 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.
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.
CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #Mid-Senior