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Job Description
WHO are we looking for?
CAPTRUST is seeking a Wealth Solutions Insurance Manager to support financial advisors in delivering comprehensive wealth management solutions, with a focus on life insurance and annuities strategy and integration. This individual will lead insurance strategy and execution, serve as a key resource to advisors, and manage relationships with external insurance partners. The role also includes supporting sales activity, ensuring regulatory oversight, and collaborating across teams to enhance our service model. The ideal candidate brings strong life insurance and annuity experience, thrives in a collaborative environment, and can effectively...