CapTrust

Director of AI Enablement

CapTrust$130K — $180K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience in a relevant field.
  • 10+ years in technology, product, transformation, or related leadership roles with enterprise-scale initiative ownership.
  • Proven success deploying AI solutions that achieve tangible business results.
  • Experience in implementing AI capabilities like automation and workflow integration.
  • Strong track record of engaging with senior executives for strategic alignment and influence.
  • Skills in execution, prioritization, and stakeholder management in complex organizations.
  • Knowledge of data, security, governance, and risk management for responsible AI scaling.

Responsibilities

  • Own and execute the firm's AI enablement strategy, identifying valuable use cases.
  • Lead AI initiatives from initial concept to deployment and scaling.
  • Collaborate with executive leadership on priorities and measurable outcomes.
  • Oversee AI solution implementation and integration into business workflows.
  • Drive adoption with training and stakeholder engagement plans.
  • Establish governance and repeatable processes for AI scaling.
  • Evaluate emerging AI technologies for investment and integration across business functions.

Benefits

  • Company discretionary bonus
  • Comprehensive health, dental, and vision coverage with 401(k) match
  • Company-paid life, short-term, and long-term disability insurance
  • Paid time off (PTO) or Paid Sick Leave (PSL)
Full Job Description
Overview

CAPTRUST is seeking a Director of AI Enablement to lead the adoption and scaling of artificial intelligence across the firm. This role is responsible for translating AI into measurable business outcomes by improving productivity, enhancing decision-making, and embedding AI into advisor and client workflows.

The Director will own the firm's AI enablement strategy and execution, partnering with executive leadership and business teams to identify high-value opportunities, deliver solutions, and drive adoption at scale.

This is a hands-on leadership role focused on results, not strategy alone. Success will be measured by production deployments, enterprise adoption, and measurable improvements in productivity, speed, and quality.

The Director will establish and lead CAPTRUST's AI enablement function, defining the AI operating model, prioritizing investments, and building the team needed to scale impact across the firm.

Responsibilities

  • Own the firm's AI enablement strategy and execution, identifying and prioritizing high-value use cases aligned to business objectives.
  • Lead the end-to-end delivery of AI initiatives from concept through deployment, adoption, and scale.
  • Partner with executive leadership to align priorities, drive decisions, and deliver measurable business outcomes.
  • Oversee implementation of AI solutions, including vendor platforms and internally developed capabilities, and integrate them into core business workflows.
  • Drive adoption through rollout plans, training, and stakeholder engagement.
  • Establish repeatable processes, governance, and playbooks that enable AI to scale across the organization.
  • Evaluate emerging AI technologies and vendors to inform roadmap, investment, and platform decisions.
  • Identify opportunities to expand AI across advisor workflows, client experience, and internal operations.
  • Build and lead the AI enablement function as adoption and business impact grow.


Qualifications

Minimum Qualifications:
  • Bachelor's degree or equivalent experience in a relevant field.
  • 10+ years of experience in technology, product, transformation, or related leadership roles, with ownership of enterprise-scale initiatives.


Desired Qualifications/Skills:
  • Proven track record deploying AI solutions into production environments and delivering measurable business outcomes.
  • Experience implementing AI-enabled capabilities such as copilots, agents, automation, or workflow-integrated solutions.
  • Experience leading enterprise AI enablement, digital transformation, or similar initiatives, including prioritization, deployment, adoption, and workflow integration across business functions.
  • Demonstrated ability to translate business priorities into scalable technology solutions and drive execution from concept to adoption.
  • Experience partnering with senior executives to align priorities, influence decisions, and deliver results.
  • Strong execution, prioritization, stakeholder management, and change leadership skills in complex organizations.
  • Working knowledge of data, security, governance, and risk considerations required to scale AI responsibly.
  • Experience in financial services or other regulated industries strongly preferred.

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

About CapTrust

CapTrust is a financial services firm that provides investment advisory, fiduciary, and consulting services to institutional investors, retirement plan sponsors, and high net worth individuals. The company was founded in 1997 and is headquartered in Raleigh, North Carolina. CapTrust has over 800 employees and manages over $50 billion in assets. The company's services include investment consulting, fiduciary services, financial planning, and wealth management. CapTrust has been recognized as one of the fastest-growing RIAs in the country and has received numerous awards for its growth and client service.
Learn more about CapTrust
Size
800 employees
Industry
Founded
1989

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