Responsibilities

• Success in this role requires balancing strategic planning with hands-on execution. The Senior Content Specialist will be expected to deliver clear, compliant, and differentiated content; improve the organization and usability of the content library; strengthen advisor readiness for priority initiatives; and use performance insights to continuously improve content effectiveness.
• Content Strategy, Development and Governance:
• Draft, edit, and update sales enablement and internal-facing content using firm-approved messaging, templates, and disclosures
• Develop advisor-facing, client-centered, and internal content that advances the priorities of the Retirement and CAPTRUST at Work business lines
• Repackage approved content into multiple formats (presentations, one-pagers, FAQs, internal guides, scripts, and toolkits) to support sales readiness and internal alignment
• Ensure all content aligns with CAPTRUST’s brand voice, positioning frameworks, and compliance standards.
• Develop and maintain an annual content roadmap for the Retirement and CAPTRUST at Work business lines, aligned with business priorities, product initiatives, advisor needs, and key sales opportunities
• Translate business-line strategies into prioritized content and enablement plans, identifying required materials, audiences, delivery channels, dependencies, and launch timing
• Proactively identify content gaps, duplication, and opportunities to consolidate or modernize existing materials
• Develop content mapped to distinct audience needs and stages of the sales and client journey, including prospects, plan sponsors, participants, advisors, relationship managers, and internal partners

Requirements

• Bachelor’s degree in Marketing, Communications, Business, English, or a related field or equivalent experience
• 8+ years of experience developing content in financial services, wealth management, investment advisory, retirement services, or another regulated industry.

Preferred

• Exceptional writing, editing, and organizational skills with meticulous attention to detail.
• Demonstrated ability to translate complex financial and retirement planning concepts into compelling, audience-specific content.
• Experience supporting advisor, consultant, or relationship-management audiences.
• Experience developing content across multiple delivery channels, including presentations, digital experiences, campaigns, training materials, and sales tools.
• Familiarity with content performance metrics and analytics.
• Strong project management and organizational skills, with demonstrated ability to influence stakeholders, prioritize competing requests, and deliver high-quality work across multiple deadlines in a highly collaborative environment.
• Proficiency with Microsoft Office, particularly PowerPoint and Word, and experience managing or publishing content in Seismic. Experience with Microsoft Dynamics and Asana is preferred.

Benefits

• 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)