Content Director, Wealth Management Global Sales Enablement
About The Position
The Content Director, Wealth Management Global Sales Enablement leads the strategy, development, and delivery of content that enables Wealth Management sales and client-facing teams to drive growth, deepen client relationships, and compete effectively. The role turns complex investment and planning capabilities into compelling client-ready narratives and scalable enablement assets, drawing on a strong understanding of the wealth management client lifecycle and advisor-led selling model. The Director defines global content strategy and governance, develops field-ready sales materials, and leads the Wealth Management RFP, proposal, and due diligence content team. The role also modernizes proposal and content management with scalable, AI-powered technologies, while establishing processes and performance measures. Close partnership with Sales, Marketing, Investments, Banking, Trust & Advisory, Compliance, Legal, and senior leadership is central to aligning content with commercial priorities and regulatory requirements.
Requirements
- At least 10 years of experience in wealth management, asset management, financial services marketing, or sales enablement roles.
- Deep understanding of advisor-led sales models, client segmentation, and wealth planning and investment solutions.
- Demonstrated track record of building and scaling content strategies that drive measurable sales outcomes.
- Strong executive communication and storytelling skills, including the ability to simplify complex concepts.
- Experience with enablement and content platforms such as Seismic and CRM tools such as Salesforce.
- Experience leading proposal management, RFP, or consultant relations teams.
- Experience implementing AI-enabled content management, knowledge management, or sales enablement technologies within a wealth management or financial services organization.
- Ability to influence senior stakeholders and work effectively in a matrixed, global organization.
- Authorization to work in the U.S. without employment-based visa sponsorship now or in the future.
Responsibilities
- Define and execute a global content strategy aligned with Wealth Management growth priorities, the sales process, and client segments.
- Establish content governance, taxonomy, and lifecycle management to support consistency, compliance, and accessibility across platforms.
- Partner with Compliance and Legal to ensure materials meet regulatory requirements while remaining commercially effective.
- Develop scalable, field-ready content for prospecting, discovery, proposals, and client retention.
- Provide Relationship Managers, Wealth Strategists, and client-facing teams with tailored messaging, playbooks, pitch decks, and thought leadership.
- Drive content adoption and utilization through training, campaigns, and workflow integration.
- Lead the Wealth Management RFP, proposal, and due diligence content team, delivering high-quality and commercially effective responses for new business, consultant relationships, and competitive sales opportunities.
- Maintain a centralized repository of approved content, client case studies, platform capabilities, and subject matter expertise.
- Partner with Sales, Investments, Marketing, Trust & Advisory, Banking, and Compliance to develop differentiated proposal content.
- Modernize proposal and content management capabilities using scalable AI-powered technologies, automation, content intelligence, and generative AI solutions.
- Define proposal management governance, processes, and performance metrics, including win rates, response quality, turnaround times, content utilization, and operational efficiency.
- Collaborate with Sales Leadership, Marketing, Investments, Banking, and Trust & Advisory to align content with commercial priorities and pipeline opportunities.
- Support senior leadership communications, initiatives, campaigns, and strategic programs.
- Establish KPIs for content effectiveness, including adoption, engagement, and influence on pipeline and conversion.
- Use data and feedback to refine content strategy and improve impact.
- Incorporate insights from digital marketing, lead generation, and CRM systems to prioritize content investments.
Benefits
- Retirement benefits, including 401(k) and pension
- Health and welfare benefits, including medical, dental, vision, spending accounts, and disability benefits
- Paid time off
- Parental and caregiver leave
- Life and accident insurance
- Other voluntary and well-being benefits
- Discretionary bonus program that may include an equity component
- Flexible and collaborative work culture
- Movement within the organization is encouraged
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
