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5 marketing jobs

CAPTRUST logo
7 days ago

Senior Content Specialist - Retirement Plans

CAPTRUST

Raleigh, NC (On-site)Full time
CAPTRUST logo
6 months ago

Paid Media Campaign Senior Associate

CAPTRUST

Raleigh, NC (On-site)Full time
CAPTRUST logo
6 months ago

Digital Product Senior Associate (Website & SEO)

CAPTRUST

Raleigh, NC (On-site)Full time
CAPTRUST logo
6 months ago

Paid Media Campaign Senior Associate

CAPTRUST

Raleigh, NC (On-site)Full time
CAPTRUST logo
6 months ago

Digital Product Senior Associate (Website & SEO)

CAPTRUST

Raleigh, NC (On-site)Full time

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5 jobs
CAPTRUST logo

Senior Content Specialist - Retirement Plans

CAPTRUST

Raleigh, NC (On-site)

In-houseFull-timeSenior level8+ years exp.
7 days ago
CAPTRUST logo

Paid Media Campaign Senior Associate

CAPTRUST

Raleigh, NC (On-site)

In-houseFull-timeSenior level2+ years exp.
6 months ago
CAPTRUST logo

Digital Product Senior Associate (Website & SEO)

CAPTRUST

Raleigh, NC (On-site)

In-houseFull-timeSenior level2+ years exp.
6 months ago
CAPTRUST logo

Paid Media Campaign Senior Associate

CAPTRUST

Raleigh, NC (On-site)

In-houseFull-timeSenior level2+ years exp.
6 months ago
CAPTRUST logo

Digital Product Senior Associate (Website & SEO)

CAPTRUST

Raleigh, NC (On-site)

In-houseFull-timeSenior level2+ years exp.
6 months ago
CAPTRUST logo
CAPTRUST

Senior Content Specialist - Retirement Plans

Raleigh, NC (On-site)

Salary Not AvailableSenior Level8+ years expFull time

Posted 7 days ago

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Job Summary

Owns the end-to-end content strategy, development, and governance for Retirement and CAPTRUST at Work, translating business priorities into sales-ready narratives, tools, and enablement plans across channels.

  • Owns content roadmap and governance for two business lines
  • Leads development of compliant, audience-specific content and enablement materials

Job Description

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)
CAPTRUST logo

CAPTRUST

CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.

Founded in 1989
Raleigh, North Carolina, USA
1.8K employees (35 in marketing)
www.captrust.com

Marketing Team

Marketing Team Size
31 (2% of company)
Median Career Experience
18 years
Median Tenure
3.2 years
Marketing Roles Posted (Last 30 Days)
1

Funding

Total Funding
$312.5M
Last Raise
$312.5M
Private Equity, 2 years ago

Funding History

  • Sep 2023
    Private Equity
  • Jun 2020
    Private Equity • $312.5M

Traffic Signals

Monthly Visitors
131.5K
Monthly Google Ads Budget
$333.8K
Traffic Source Mix
Search
40.8%
Direct
48%
Referral
8.7%
Social
0.7%
Paid
1.6%

Headcount Trend

Current headcount: ~1.8K

Recent News

CAPTRUST and Cheeriodicals deliver boxes of joy to James and Connie Maynard Children’s Hospital
Oct 9, 2025 • ECU Health
CAPTRUST Launches CAPTRUST Wellness Advantage: Powered by Cleveland Clinic
Oct 7, 2025 • WV News
CAPTRUST Launches CAPTRUST Wellness Advantage: Powered by Cleveland Clinic
Oct 7, 2025 • PR Newswire
Captrust Launches Client Health Service with Cleveland Clinic
Oct 7, 2025 • wealthmanagement.com
Children’s Beach House receives $10K Captrust grant
Oct 3, 2025 • Cape Gazette
Aging alone: How to build a team of care experts
Sep 21, 2025 • Press Telegram
Eaglebrook Surpasses $400 Million in AUM While Delivering $52 Million in Client Tax Savings
Aug 26, 2025 • Morningstar.com
Eaglebrook Surpasses $400 Million in AUM While Delivering $52 Million in Client Tax Savings
Aug 26, 2025 • Business Wire
Captrust's Greg Parker on why The Woodlands is 'ground zero' for energy industry retirees
Aug 15, 2025 • The Business Journals
Captrust Expands its Crypto Investing Capabilities, Forges Partnership with EagleBrook
Jun 26, 2025 • Barron's
CAPTRUST: Michael Wunderli Named As Head of M&A
Jun 10, 2025 • Pulse 2.0
Fielding Miller calls on Mike Wunderli at 'inflection point' after CAPTRUST zoomed to $1 trillion but needs M&A energy injection to hit $2 trillion
Jun 5, 2025 • RIABiz
Captrust hires ex-Echelon banker Michael Wunderli as M&A head
Jun 4, 2025 • Citywire
$1T RIA Aggregator Captrust Names New Head of M&A
Jun 4, 2025 • ThinkAdvisor
CAPTRUST Welcomes Michael Wunderli as Head of M&A
Jun 4, 2025 • PR Newswire
Captrust taps Echelon's Mike Wunderli to lead merger strategy
Jun 4, 2025 • InvestmentNews
Captrust Names Former Echelon Managing Director M&A Head
Jun 4, 2025 • wealthmanagement.com
Captrust Hires Echelon’s Mike Wunderli as Head of M&A
Jun 4, 2025 • Barron's
Wealth giant eyes record M&A year with key hire
Jun 4, 2025 • Seattle TechFlash
Captrust Hires Echelon’s Mike Wunderli As Head of M&A
Jun 4, 2025 • Yahoo Finance
Captrust Financial Advisors Sells 16,247 Shares of Barclays PLC (NYSE:BCS)
May 23, 2025 • Defense World
Captrust Financial Advisors Acquires 140 Shares of Primerica, Inc. (NYSE:PRI)
May 20, 2025 • Defense World
Captrust Financial Advisors Sells 291,403 Shares of BP p.l.c. (NYSE:BP)
May 15, 2025 • MarketBeat
Zoe Raises $30M in Series B Funding
May 1, 2025 • FinSMEs
Sageview backs $30m Series B for WealthTech disruptor Zoe
Apr 30, 2025 • FinTech Global
Zoe Secures $30 Million Series B Funding to Power the Future of Wealth Management
Apr 29, 2025 • Newswire
Zoe Secures $30 Million Series B Funding to Power the Future of Wealth Management
Apr 29, 2025 • Venture Capital Firms
ComparisonAdviser Releases Ranking of Top 10 U.S. Financial Advisor Firms for 2025
Mar 17, 2025 • newswire.com
Captrust Adds $1.4B Carolinas Team
Mar 6, 2025 • ThinkAdvisor
Captrust acquires Carolinas Investment Consulting
Mar 6, 2025 • Private Banker International
Captrust Acquires $1.4 Billion RIA in North Carolina
Mar 5, 2025 • Barron's
Captrust Acquires $1.4B Charlotte RIA
Mar 5, 2025 • wealthmanagement.com
CAPTRUST Welcomes Carolinas Investment Consulting
Mar 5, 2025 • PR Newswire
Captrust reels in $1.4bn North Carolina RIA
Mar 5, 2025 • Citywire
CAPTRUST Welcomes Carolinas Investment Consulting
Mar 5, 2025 • Morningstar, Inc.
Investor Sues Captrust Over Acquired Firm's Slow Response to Stop Scammers
Mar 3, 2025 • wealthmanagement.com
Captrust Snags $300M Houston RIA
Jan 10, 2025 • wealthmanagement.com
Wealth firm Captrust makes third Houston-area deal in two years
Jan 10, 2025 • The Business Journals
CAPTRUST Brings in $2B in Twin Deal
Dec 31, 2024 • 401k Specialist
Captrust adds nearly $2B in assets in latest double-deal
Dec 19, 2024 • InvestmentNews
Deals & Recruiting Roundup: CAPTRUST, CWC, Merit, NewEdge, LPL And More
Dec 19, 2024 • Wealth Solutions Report
Carlyle-backed wealth management firm Captrust enters D.C. market
Dec 19, 2024 • The Business Journals
Serial Acquirer Captrust Strikes Again, Buys 2 Firms With $2 Billion in Assets
Dec 19, 2024 • Barron's
Captrust Adds $1.97B in Double Deal
Dec 19, 2024 • wealthmanagement.com
Captrust adds nearly $2bn in double deal
Dec 19, 2024 • Citywire
CAPTRUST Welcomes Campbell Wealth Management & TruNorth Wealth Partners
Dec 19, 2024 • PR Newswire
CAPTRUST Adds About $2 Billion In Assets By Buying Two Firms
Dec 3, 2024 • Wealth Solutions Report
Captrust Acquires $5B Boston Financial Management
Nov 14, 2024 • wealthmanagement.com
Captrust snaps up $5B Boston Financial Management
Nov 14, 2024 • InvestmentNews
Captrust Financial Extends It's Reach Into New England
Nov 14, 2024 • The Wealth Advisor
Royce Small-Cap Trust (NYSE: RVT) as of Sep 30, 2024
Oct 28, 2024 • PRNewswire
Royce Small-Cap Trust (NYSE: RVT) as of Jul 31, 2024
Aug 28, 2024 • PRNewswire
CapTrust Surpasses $1 Trillion In Client Assets
Aug 12, 2024 • Pulse 2.0
Captrust chief says $1T AUM milestone is a 'surreal achievement'
Aug 1, 2024 • InvestmentNews

Links

www.captrust.comLinkedInX (Twitter)Crunchbase

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