Sales Enablement Content Specialist
CapTrust Advisors, LLC, New York, NY, United States
Overview
Who are we looking for?
We are seeking a highly organized, detail‑oriented
Sales Enablement
Content Specialist
with experience in the Registered Investment Adviser (RIA), wealth management, or investment advisory industry. This mid‑level role is ideal for a content professional who enjoys partnering with internal stakeholders, structuring and refining content, and supporting a fast‑moving sales enablement and marketing organization.
The Sales Enablement Content Specialist will work closely with senior content strategists and cross‑functional subject matter experts to develop, organize, and maintain content that supports advisors, business development teams, and internal partners. This role focuses heavily on content development, content inventory management, and updating or creating sales materials using approved internal content and messaging.
Responsibilities Content Development & Production
Draft, edit, and organize content across sales materials, presentations, internal guides, and client‑facing documents using existing firm‑approved messaging and templates
Support senior content strategists with overflow content development, revisions, and updates
Ensure all content reflects brand voice, complies with regulatory standards, and aligns with internal messaging frameworks
Transform complex investment or planning concepts into clear, concise, user‑friendly content
Content Inventory Management
Maintain an up‑to‑date content library, ensuring accuracy, version control, metadata tagging, and ease of use for internal teams
Build and enhance content inventories, mapping materials to personas, stages of the client journey, and sales processes
Track content usage, identify gaps, and assist in prioritizing updates or new content needs
Internal Client Service
Partner with internal stakeholders to gather information, understand content needs, and fulfill requests efficiently
Provide high‑quality, timely content support to ensure sales teams have the right materials at the right time
Participate in internal review cycles, incorporating compliance and stakeholder feedback with accuracy and professionalism
Sales Material Creation & Enhancement
Update and refresh pitch decks, one‑pagers, fact sheets and other advisor resources based on existing content
Repackage approved content into new formats (slides, scripts, collateral) designed for sales readiness and field enablement
Ensure consistency across all materials, including style, voice, disclosures, and positioning
Qualifications Required Qualifications:
Bachelor’s degree in Marketing, English, Communications, Journalism, or related field
5-7 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
Desired Qualifications/Skills:
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
Benefits 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): $70,000.00- $100,000.00
Location 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.
Company Culture & Fit The position seeks individuals who demonstrate commitment to service, a genuine interest in others, and a passion for continuous improvement. Desired characteristics include:
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.
This position will remain open until filled.
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We are seeking a highly organized, detail‑oriented
Sales Enablement
Content Specialist
with experience in the Registered Investment Adviser (RIA), wealth management, or investment advisory industry. This mid‑level role is ideal for a content professional who enjoys partnering with internal stakeholders, structuring and refining content, and supporting a fast‑moving sales enablement and marketing organization.
The Sales Enablement Content Specialist will work closely with senior content strategists and cross‑functional subject matter experts to develop, organize, and maintain content that supports advisors, business development teams, and internal partners. This role focuses heavily on content development, content inventory management, and updating or creating sales materials using approved internal content and messaging.
Responsibilities Content Development & Production
Draft, edit, and organize content across sales materials, presentations, internal guides, and client‑facing documents using existing firm‑approved messaging and templates
Support senior content strategists with overflow content development, revisions, and updates
Ensure all content reflects brand voice, complies with regulatory standards, and aligns with internal messaging frameworks
Transform complex investment or planning concepts into clear, concise, user‑friendly content
Content Inventory Management
Maintain an up‑to‑date content library, ensuring accuracy, version control, metadata tagging, and ease of use for internal teams
Build and enhance content inventories, mapping materials to personas, stages of the client journey, and sales processes
Track content usage, identify gaps, and assist in prioritizing updates or new content needs
Internal Client Service
Partner with internal stakeholders to gather information, understand content needs, and fulfill requests efficiently
Provide high‑quality, timely content support to ensure sales teams have the right materials at the right time
Participate in internal review cycles, incorporating compliance and stakeholder feedback with accuracy and professionalism
Sales Material Creation & Enhancement
Update and refresh pitch decks, one‑pagers, fact sheets and other advisor resources based on existing content
Repackage approved content into new formats (slides, scripts, collateral) designed for sales readiness and field enablement
Ensure consistency across all materials, including style, voice, disclosures, and positioning
Qualifications Required Qualifications:
Bachelor’s degree in Marketing, English, Communications, Journalism, or related field
5-7 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
Desired Qualifications/Skills:
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
Benefits 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): $70,000.00- $100,000.00
Location 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.
Company Culture & Fit The position seeks individuals who demonstrate commitment to service, a genuine interest in others, and a passion for continuous improvement. Desired characteristics include:
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.
This position will remain open until filled.
#J-18808-Ljbffr