WHO are we looking for?

CAPTRUST is seeking an experienced Sales Enablement Senior Associate who will play a critical role in supporting advisors and driving the firm’s sales effectiveness. This individual will serve as a key resource for sales pitch support and content navigation, ensuring that advisors are equipped with the right tools, materials, and internal expertise to effectively engage prospects and clients. Working closely with advisors, the proposal team, strategic content, business line leaders, and subject matter experts (SMEs), this role focuses on curating the right sales and client-facing collateral, consulting on opportunities, and supporting the adoption of sales enablement tools like Seismic.

• Serve as a primary resource for advisors preparing for prospect meetings and sales opportunities
• Consult with advisors to understand the specific needs and nuances of each sales opportunity
• Curate and direct advisors to the most relevant sales and marketing materials, ensuring alignment with client needs and firm positioning
• Connect advisors with internal experts and resources to strengthen and tailor pitch efforts
• Assist a team of Proposal Coordinators, ensuring effective performance management, prioritization of requests, and timely delivery of high-quality sales collateral
• Write, edit, and maintain compelling sales enablement collateral that supports business development and articulates CAPTRUST’s capabilities
• Support adoption of sales methodologies, new technologies, and enablement strategies that improve sales efficiency and effectiveness
• Assist with analysis of won opportunities to identify and share best practices related to proposals, presentations, and client engagement

Minimum Qualifications:

• Bachelor’s degree in Marketing, Business, Finance, Communications, or a related field
• 4+ years of experience in sales enablement, sales support, marketing, or client service, ideally within a professional services or financial services environment
• Understanding of the RIA landscape, specifically retirement plans and endowments and foundations

Desired Qualifications/Skills:

• Experience with Seismic (or similar sales enablement platform); experience with Dynamics CRM or other CRM tools is a plus.
• Familiarity with sales enablement best practices, content management, and advisor support.
• Strong collaboration and relationship management skills, with the ability to work effectively across departments and with senior stakeholders.
• Excellent organizational and prioritization skills to manage multiple, time-sensitive requests.
• Strong attention to detail and quality control mindset.
• Proficiency in Microsoft PowerPoint and Excel; ability to create and work with presentations and content packages.
• Growth mindset with a commitment to continuous learning and improvement.
• Strong oral and written communication skills.

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:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Personify wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609 

OR 

Any CAPTRUST office 

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 

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.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior