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.

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

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

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)

• Compensation range (depending on location and experience): $70,000.00- $100,000.00

WHERE will you be working?

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 

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. #mid-senior

This position will remain open until filled.