Product Manager at CAPTRUST Financial Advisors

, , -

Full Time

Start Date

Immediate

Expiry Date

11 Mar, 26

Salary

0.0

Posted On

11 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Product Management, Microsoft Dynamics 365, Financial Operations, Requirements Gathering, Scope Negotiation, Collaboration, Communication, Agile Methodologies, Data Integration, ERP Strategy, Stakeholder Engagement, User Experience, Process Optimization, Vendor Management, Analytics, Business Transformation

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking a motivated and experienced Product Manager with extensive and specialized expertise in Microsoft Dynamics 365 Finance and Operations to lead the development, optimization, and significant expansion of our ERP platform. The ideal candidate will have a proven track record of successfully managing and enhancing this system to drive business transformation.This role presents an opportunity to shape our Dynamics 365 F&O platform, modernize core financial and operational processes, and support our rapidly growing business through strategic leadership and innovation. The successful candidate will engage with cross-functional teams, understand business needs, negotiate scope, and deliver high-impact solutions that align with CAPTRUST’s long-term vision. Responsibilities Define and communicate the product vision and strategy for Dynamics 365 Finance & Operations, aligning it with broader business objectives and long-term ERP goals Engage with executive leadership to ensure alignment on ERP strategy and priorities Collaborate closely with cross-functional teams, including IT, Finance, Sales, and Operations, to understand business needs and challenges and facilitate alignment on product priorities Quickly learn and adapt to CAPTRUST’s culture and processes, acting as a consultant to internal teams and bridging gaps between business requirements and technical solutions within Dynamics 365 Finance & Operations Conduct in-depth discussions with stakeholders to gather detailed requirements, ensuring the ERP system effectively supports financial operations, reporting, and downstream processes Create and maintain a comprehensive product roadmap for Dynamics 365 Finance & Operations, prioritizing features and enhancements based on business value, stakeholder input, and measurable outcomes. Stay informed on Microsoft’s Dynamics roadmap and recommend adoption of new features, including emerging AI and automation capabilities where appropriate Employ a data-driven approach to prioritize feature development, balancing the needs of different business functions and operational processes Effectively communicate product features, updates, and changes to stakeholders, ensuring a shared understanding of the platform’s capabilities and benefits Collaborate with UX and process design teams to ensure the ERP platform offers an intuitive and efficient experience for all users Plan and coordinate product releases, including managing feature launches, updates, and continuous improvements Utilize metrics and analytics to monitor ERP performance, identifying areas for enhancement and optimization Continuously iterate on the Dynamics 365 platform, incorporating user feedback, market trends, and operational needs to drive ongoing improvement Address challenges and obstacles finding creative solutions to meet stakeholder requirements Engage with external vendors and partners to support integrations, enhancements, and solution expansion efforts. Partner with IT and data teams to ensure ERP integrations support broader data strategy and enterprise reporting requirements Support adoption and rollout of new ERP capabilities by ensuring teams understand changes and associated benefits Qualifications Minimum Qualifications: Bachelor’s degree in computer science, business, data analytics, or a related field or equivalent years of experience Proven experience as a Product Manager, with a specific focus on Microsoft Dynamics 365 Finance & Operations (D365 F&O) Minimum 7-12 years of industry experience Desired Qualifications/Skills: Strong expertise in financial operations and CRM strategy, requirements gathering, and scope negotiation Deep understanding of financial workflows, reporting, and operational processes within Dynamics 365 F&O Ability to drive product strategy and lead initiatives that expand and optimize ERP capabilities, including integrations with other finance tools Strong collaboration and facilitation skills, with the ability to work effectively across multiple job functions Exceptional communication skills to ensure alignment on product priorities and to convey product changes to stakeholders Experience with requirements gathering and a data-driven approach to feature prioritization Familiarity with Agile development methodologies A track record of successfully managing and improving an ERP product throughout its lifecycle Experience delivering measurable business outcomes such as improved pipeline accuracy, enhanced client service metrics, or operational efficiency gains Proven experience managing external vendors and third-party integrations Knowledge of data integration strategies and enterprise data alignment. Preferred: Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate or Solution Architect Expert Nice-to-have: Experience with Power Platform and Power Automate for workflow automation and process optimization WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s 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: Company discretionary bonus. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) 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. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#mid-senior This position will remain open until filled.

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Responsibilities

The Product Manager will define and communicate the product vision and strategy for Dynamics 365 Finance & Operations, ensuring alignment with business objectives. They will engage with cross-functional teams to gather requirements and prioritize features for the ERP platform.