CAPTRUST

Marketing Operations

• Plan and execute all digital marketing automation campaigns partnering with brand and content teams
• Manage and oversee marketing events/campaigns ensuring alignment with business priorities, demand forecasts, and editorial strategy
• Utilize analytics to evaluate end-to-end customer experience across multiple channels and touch points
• Plan, execute, and measure experiments, conversion tests, and email A/B tests; manage testing calendar and advise on improvements
• Partner with SEO, paid media, marketing database, content strategy, and website development/optimization teams
• Measure and report performance of all digital marketing campaigns against ROI and KPIs
• Instrument conversion points and optimize user funnels to improve lead conversions
• Collaborate with agencies and vendor partners
• Use customer data such as web-behavior to drive message and content personalization
• Analyze the company’s digital marketing plan, identify strategic weaknesses, and recommend improvements
• Support field sales through the execution of email marketing programs
• Manage and oversee all aspects of marketing automation and analytics to promote the CAPTRUST brand and services

Senior Marketing Automation Specialist – Campaigns

• Plan and execute all digital marketing automation campaigns partnering with brand and content partners
• Manage and oversee all aspects of marketing automation and analytics to promote CAPTRUST brand and services
• Assist with management of marketing events/campaigns and ensure alignment with business priorities, demand forecasts, editorial strategy, and stakeholders
• Utilize strong analytical ability to evaluate end-to-end customer experience across multiple channels and touch points
• Plan, execute, and measure experiments and conversion tests
• Devise and manage email A/B tests including subject lines, content, CTAs, cohorts, send time, and new features
• Partner with SEO, paid media, marketing database, content strategy, and website development/optimization/management
• Measure and report performance of digital marketing campaigns and assess against goals (ROI and KPIs)
• Instrument conversion points and optimize user funnels
• Collaborate with agencies and vendor partners
• Use customer data such as web-behavior to drive message and content personalization
• Analyze the company’s digital marketing plan, identify strategic weaknesses, and make recommendations for improvements
• Support field sales through execution of email marketing programs

Marketing Automation Specialist – Campaigns

Financial Planning and Analysis

• Conduct comprehensive discovery meetings with client key stakeholders to understand expectations and success metrics
• Lead ideation and craft detailed Action Plans with prescriptive recommendations for holistic financial wellness offerings
• Coordinate with internal and external parties to finalize Action Plans and oversee program implementation and launch
• Serve as the primary point of contact post-launch and conduct periodic check-ins to assess program performance
• Utilize marketing automation tools to manage and adapt financial wellness offerings based on engagement data and client feedback
• Work closely with clients to determine data availability and leverage insights to refine and enhance programs
• Educate clients on the value and impact of holistic financial wellness and advocate for adoption of best practices

Financial Wellness Consultant

Engineering Manager

• Lead, mentor, and inspire a team of developers across multiple sprint teams, projects, and platforms
• Collaborate with the CTO and QA Leader to define and execute the engineering strategy
• Champion agile best practices, DevOps culture, and continuous delivery
• Build relationships with senior business leaders and serve on steering committees
• Assist with vendor evaluations for future-state technology procurement
• Support the CTO with M&A prospects, the Board, and regulators as necessary
• Provide architectural guidance and hands-on support across multiple technologies (e.g., Microsoft Dynamics CE / Power Platform, Azure cloud services, etc.)
• Partner with Product, QA, and Infrastructure teams to deliver high-impact solutions
• Guide sprint planning, backlog grooming, and release management in an agile scrum environment
• Promote cross-functional collaboration and shared accountability for outcomes
• Ensure solutions are scalable, secure, and maintainable
• Identify and implement opportunities for automation, modernization, and process optimization
• Establish and enforce development standards, design patterns, and technical best practices
• Facilitate architectural discussions across teams, mediating design disagreements and guiding toward optimal solutions
• Recognize and address performance challenges while empowering team members to succeed
• Provide coaching, mentorship, and performance management for managers and senior technical staff
• Recruit, develop, and retain top engineering talent, creating career paths that engage and motivate staff
• Act as a trusted partner to business leaders, ensuring technology solutions align with strategic objectives
• Serve as a liaison between technical teams and non-technical stakeholders, translating business needs into actionable technology strategies and removing barriers to timely delivery
• Promote a culture of learning, innovation, and professional growth within the team

Director of Software Engineering

Full-stack Engineer

• Mentor a small team of software engineers by providing technical guidance
• Facilitate Agile ceremonies including sprint planning, daily stand-ups, sprint reviews, and retrospectives
• Collaborate with Product Owners to refine and prioritize the product backlog
• Ensure timely delivery of sprint commitments and foster a culture of accountability and continuous improvement
• Translate user stories and acceptance criteria into scalable, maintainable software designs and prototypes
• Develop high-quality, testable, and efficient code using modern development practices and tools
• Collaborate with QA and system analysts to validate functionality and resolve defects
• Maintain and enhance existing applications to meet evolving business requirements and improve performance and security
• Conduct code reviews and enforce coding standards to ensure technical excellence
• Document software architecture, design decisions, and implementation details
• Provide clear and concise status updates, work estimates, and progress reports to stakeholders
• Communicate effectively across teams to align technical solutions with business goals
• Stay current with emerging technologies and development practices
• Proactively identify deprecations and plan for code remediation
• Identify opportunities to improve development workflows, tools, and team productivity
• Champion Agile values and principles across the development team and broader organization

Senior Marketing Automation Specialist – Campaigns

Marketing Automation Specialist – Campaigns

Financial Wellness Consultant

Director of Software Engineering

Senior Specialist – Software Engineer