What are the responsibilities and job description for the Sales Enablement Content Senior Specialist position at CAPTRUST?
Who are we looking for?
We are seeking a highly organized, detail‑oriented Senior Sales Enablement Specialist with experience in the Registered Investment Adviser (RIA), wealth management, or investment advisory industry.
The Senior Sales Enablement Specialist is an execution-focused enablement role responsible for ensuring advisors, business development teams, and internal partners have timely access to clear, compliant, and sales-ready content. This role blends content creation and curation, project coordination, and field communications, with dedicated support for firmwide strategic initiatives such as launches, integrations, and strategic initiatives (e.g., PEP).
The role partners closely with Sales Enablement leadership, Marketing, Corporate, Integrations, M&A, and Compliance to translate complex initiatives and messaging into structured, reusable, and field-ready assets that drive adoption and consistency across the firm.
Responsibilities
Content & Enablement Support
Required Qualifications:
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:
Any CAPTRUST Office Location
Due to the nature of the role, this is not a remote or work from home position, however there is flexibility.
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:
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.
We are seeking a highly organized, detail‑oriented Senior Sales Enablement Specialist with experience in the Registered Investment Adviser (RIA), wealth management, or investment advisory industry.
The Senior Sales Enablement Specialist is an execution-focused enablement role responsible for ensuring advisors, business development teams, and internal partners have timely access to clear, compliant, and sales-ready content. This role blends content creation and curation, project coordination, and field communications, with dedicated support for firmwide strategic initiatives such as launches, integrations, and strategic initiatives (e.g., PEP).
The role partners closely with Sales Enablement leadership, Marketing, Corporate, Integrations, M&A, and Compliance to translate complex initiatives and messaging into structured, reusable, and field-ready assets that drive adoption and consistency across the firm.
Responsibilities
Content & Enablement Support
- Curate, organize, and maintain a centralized library of sales enablement and advisor-facing content aligned to personas, sales stages, and priority initiatives
- Repackage approved messaging into multiple enablement formats, including pitch decks, one-pagers, FAQs, internal guides, scripts, toolkits, and launch kits
- Ensure all content reflects firm brand standards, approved positioning frameworks, and compliance requirements
- Manage content lifecycle processes including intake, version control, updates, archiving, and sunsetting
- Maintain accurate metadata, tagging, and usage mapping to ensure content is easily discoverable and field-ready
- Identify outdated, duplicative, or underutilized materials and recommend consolidation or refresh priorities
- Serve as an execution lead or core contributor for assigned enablement initiatives, including firmwide launches, integrations, and cross-functional programs (e.g., PEP launch support, Seminar-in-a-Box)
- Coordinate timelines, deliverables, and inputs across stakeholders to ensure materials are launch-ready and delivered on schedule
- Develop standardized, reusable assets and playbooks to support scalable and repeatable execution across lines of business
- Act as a trusted content and enablement partner to Marketing, Sales Enablement, Corporate, Integrations, M&A, and other internal teams
- Gather inputs from subject matter experts and incorporate feedback efficiently and accurately
- Participate in review and approval workflows, incorporating Compliance feedback with precision and professionalism
- Draft and manage internal-facing field communications related to content updates, launches, and enablement initiatives (e.g., “what’s new,” “how to use,” and adoption guidance)
- Translate strategic priorities into clear, concise messaging that supports advisor readiness and adoption
- Partner with Sales Enablement leadership to ensure consistent messaging across channels and audiences
- Support sales enablement delivery and communications to ensure advisor awareness, readiness, engagement and feedback
Required Qualifications:
- Bachelor’s degree in Marketing, English, Communications, Journalism, or related field
- 6-8 years of experience in content development within the RIA, wealth management, financial services, or investment advisory industry
- Demonstrated understanding of key concepts in wealth management, investment advisory services, financial planning, and compliance considerations
- Proficiency with Microsoft Office (especially PowerPoint and Word); experience with Seismic is a plus
- Exceptional writing, editing, and organization skills with a meticulous attention to detail
- Strong project management skills with the ability to handle multiple requests and deadlines
- Experience collaborating with compliance teams and navigating regulated content environments
- Prior experience supporting a Sales Enablement or Advisor Support function
- Familiarity with pitch decks, advisor collateral, RFP content, and thought leadership adaptation
- Knowledge of regulated RIA terminology and compliance constraints
- Comfort synthesizing complex internal information into clear, audience-ready content
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)
- Compensation range (depending on location and experience): $85,000.00- $100,000.00
Any CAPTRUST Office Location
Due to the nature of the role, this is not a remote or work from home position, however there is flexibility.
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
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.
Salary : $85,000 - $100,000