Senior Sales Enablement Content Specialist

CAPTRUST

Senior Sales Enablement Specialist at CAPTRUST, developing sales content and coordinating initiatives for wealth management firms. Collaborating with various teams to ensure compliance and effective communications.

Posted 5/27/2026full-time🇺🇸 United StatesSenior💰 $85,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

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Identify outdated, duplicative, or underutilized materials and recommend consolidation or refresh priorities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
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
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

Requirements

What you’ll need

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

Benefits

Comp & perks

Company discretionary bonus
Health, dental, and vision coverage
Employer 401(k) plan and company match
Health savings accounts
Flexible spending accounts
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)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

content developmentmetadata managementversion controlcontent lifecycle managementmessaging repackagingcompliance managementcontent organizationcontent curationcommunication draftingproject management

Soft Skills

collaborationattention to detailstakeholder managementfeedback incorporationstrategic thinkingtime managementproblem-solvingadaptabilityprofessionalismleadership