Overview: WHO are we looking for? CAPTRUST seeks a Relationship Management Specialist who will deliver high-level... changes, adjustments, portfolio rebalance, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research...
, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams Prepare for client meetings... forecasts, and other topical information to clients Serve as a liaison for the team with other CAPTRUST departments...