Wholesale Content Management Associate

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Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

The Wholesale Content Management Associate is responsible for consistent execution of content delivery while supporting field adoption and enhancing the user experience across key platforms. This role works to drive alignment across Wholesale marketing, client engagement, sales enablement, and digital engagement channels. This role plays a critical role in connecting Wholesale intellectual content initiatives with Teammate Enablement priorities to optimize tools and communications.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Partner with cross-functional stakeholders to integrate content distribution, messaging, and tools across the Wholesale organization
• Drive alignment across Wholesale marketing, sales enablement, and line-of-business initiatives to ensure a cohesive strategy and consistent execution
• Gather feedback from sales partners to continuously improve content effectiveness
• Support sales teams with relevant, timely, and actionable marketing content and tools

• Track and report on platform utilization and engagement metrics, identifying opportunities for improvement
• Create custom reports and dashboards where native reporting is insufficient
• Partner cross-functionally to ensure reporting consistency, transparency, and actionability
• Establish and manage data insights and reporting views leveraged by Marketing, Sales Enablement, and key business partners

• Drive adoption through proactive communication, education, promotion, and enhancements
• Promote sales enablement platform capabilities – best practices and new features
• Support ongoing content refreshes, ensuring accuracy, relevance, and usability
• Manage quarterly attestations and governance requirements
• Enhance user experience design to improve navigation and engagement

• Manage the Connection Support email inbox, providing timely responses and issue resolution
• Deliver user support, including troubleshooting, guidance, and training
• Enable subscriptions, bulk communication execution, and other platform features to streamline content distribution process

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Strong academic credentials – college degree or equivalent education and related training or experience 3-5 years of experience within consulting, business management, or financial services organization
• Ability to present data and business considerations in a structured manner.
• Advanced proficiency with MS Office tools, especially Excel, PowerPoint, and Word.
• Demonstrated understanding of business and technology organization, resources, priorities, needs and policies.

Preferred Qualifications:

• Excellent communication skills, with the ability to translate strategy into actionable plans
• Experience in marketing, sales enablement, and/or digital engagement within a Wholesale or financial services environment
• Demonstrated…