Senior Sales Enablement Content Specialist

Role Overview

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• Identify outdated, duplicative, or underutilized materials and recommend consolidation or refresh priorities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

• 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

• 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)