Who are we looking for?

CAPTRUST seeks an accomplished and dedicated Sales Enablement Director to design and lead the sales enablement function within a growing 40+ person marketing department. This role will be responsible for evolving the firm’s sales enablement strategy across business lines, referral sources, marketing channels, and strategic initiatives. The role is highly collaborative within the department and across the organization with cross-functional teams, subject matter experts, sales leaders, and executive leadership. Associated projects, initiatives, and bodies of work are consistent with a highly dynamic environment, a rapid growth focused culture, and an integrated marketing approach with an emphasis on a consultative sales cycle and solution orientation.

Sales Enablement Leadership, Strategy & Governance

• Design, execute, and continually improve the firm’s overall sales enablement strategy across business lines and channels to deepen client engagement, improve sales effectiveness and efficiency, and accelerate the firm's revenue growth.
• Build, develop, and lead a high performing team to help the firm establish and achieve its strategic growth goals.
• Develop, maintain, govern, and evolve a centralized repository of all collateral, case studies, deliverables, presentations, proposal templates, and playbooks for business development purposes.
• Ongoing management, curation, and advancement of the firm’s sales enablement platform to align with the needs of our organization, evolving capabilities and technologies, and wide range of use cases to establish and enhance a premium service experience.

Cross-Functional Collaboration & Content Development

• Partner closely with sales, leadership, subject matter experts, and marketing to create clear, value-driven messaging, materials, and engagement to support evolving business lines, sales initiatives, and organizational priorities.
• Serve as a leader within the marketing department working closely with demand generation, data, and creative function leaders to achieve appropriate outcomes, collaboration, and alignment.

Sales Support & Execution

• Deliver real-time prospect interaction and point of sale deliverable support for our sales force, including execution for, or coordination of, static and dynamic materials, pricing, custom analysis, subject matter expert involvement, fulfillment, and delivery.

Performance Measurement & Continuous Improvement

• Establish and ensure appropriate feedback loops, performance metrics, and dashboards to measure impact and effectiveness of playbooks, materials, positioning, internal promotion, engagement, utilization, and outcomes to identify trends, best practices, and opportunities for improvement.

Compliance & Regulatory Oversight

• Ensure all sales enablement materials, communications, and processes adhere to applicable regulatory requirements and internal compliance standards, including those specific to the financial services industry.
• Collaborate with compliance, legal, and risk management teams to review, approve, and update collateral and messaging, mitigating potential risks and maintaining audit-ready documentation.

Innovation & Best Practices

• Proactively evaluate emerging sales enablement technologies and best practices including the use of Generative AI, predictive analytics, and automated personalization to enhance sales effectiveness, scalability, and client engagement.

Minimum Qualifications:

• Successfully demonstrated 10+ years of experience in specific or similar functioned roles commensurate with the outlined role responsibilities
• Bachelor’s degree or equivalent in business administration, marketing, or similar degree, advanced degree (MBA or relevant masters) is a plus
• Proven track record of driving measurable impact through sales enablement strategies and tools
• Ability to thrive in a fast-paced, high-growth environment with a growing footprint
• Demonstrated ability and examples of value and optimization impact, experience within professional or financial services industry is a plus
• Strong leadership, communication, and collaboration skills with experience engaging cross-functional teams, subject matter experts, and initiative and sales leaders
• Established ability to effectively identify, hire, develop lead, support, and elevate a high functioning, experienced, and committed team of professionals
• Excellent project management, organizational, and communication skills necessary with an appropriate level of attention to detail and accountability
• Proficiency with modern marketing and sales technology platforms, including Microsoft Dynamics, Seismic, Asana, Power BI, and experience managing external vendor relationships

Desired Qualifications/Skills:

• Strategic thinker with excellent communication skills who can design, communicate, and establish a vision for the firm’s strategic sales enablement strategy
• Deep understanding of the business development and marketing activities, challenges, and requirements associated with an RIA within the financial services industry specifically for wealth management, retirement plan, and endowment foundation audiences
• Resourceful, self-starter, with a growth mindset, strong change management capabilities, and the ability to work both independently and within a collaborative team environment
• Skilled at prioritizing resources, managing deadlines, and adapting to a rapidly changing environment
• Familiarity with and ability to evaluate and adapt to technology and vendors that support sales enablement strategies.

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

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. #director #mid-senior

This position will remain open until filled.