Sales Enablement Associate

Overview

Who are we looking for?

CAPTRUST is seeking a Sales Enablement Associate to support our advisors and contribute to the firm’s sales effectiveness. This professional will serve as a collaborative and responsive team member who helps ensure advisors are equipped with the right materials, tools, and internal connections to effectively engage prospects and clients.

This is an ideal opportunity for someone who is highly organized, eager to learn, and comfortable communicating with a wide range of internal stakeholders. A strong work ethic, attention to detail, and ability to manage multiple priorities will be essential to success. It’s an opportunity to grow in a fast-paced, team-oriented environment that values initiative and quality execution. At CAPTRUST, we value curiosity, collaboration, and client-first thinking. We’re excited to investment in the development of this team member as they grow with us.

Responsibilities

• Assist advisors in preparing for prospect and client meetings by identifying and organizing relevant sales and marketing materials
• Communicate clearly and professionally with advisors and internal stakeholders to understand sales needs and timelines
• Support the team in curating content that aligns with CAPTRUST’s messaging and the specific context of each opportunity
• Help route advisor requests to the appropriate internal teams and subject matter experts
• Learn to use and promote adoption of sales enablement tools like Seismic, offering guidance and support to advisors
• Contribute to writing, editing, and refining client-facing sales content under the guidance of senior team members
• Support internal projects that streamline workflows, improve content accessibility, or enhance advisor experience
• Help track content usage trends and feedback to continuously improve enablement strategies

Qualifications

Minimum Qualifications:

• Bachelor’s degree in Marketing, Business, Finance, Communications, or a related field
• 1–3 years of experience in client service, sales support, marketing, or a related role (internships and entry-level experience welcome)

Desired Qualifications/Skills:

• Familiarity with sales enablement platforms (e.g., Seismic) or CRM systems (e.g., Microsoft Dynamics) is a plus
• Interest in financial services and a desire to grow within a sales enablement or marketing function
• Strong organizational skills, with the ability to manage competing deadlines and requests
• Ability to build rapport and communicate effectively across teams and functions
• Understanding of the financial services industry and/or retirement plans is a plus
• Proficiency in Microsoft PowerPoint and Excel
• Curious, dependable, and detail-oriented with a learning mindset

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:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Personify wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

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, 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.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #entry