Senior Content Specialist - Retirement Plans

WHO are we looking for?

CAPTRUST is seeking a highly organized, detail-oriented Senior Content Specialist to lead content development and enablement support for the Retirement and CAPTRUST at Work business lines. This role develops, refines, and manages advisor-facing, client-centered, and internal content that advances business development and strategic priorities. Working closely with Sales Enablement colleagues, Marketing partners, and subject matter experts, the Senior Content Specialist translates complex concepts into clear, compliant, and sales-ready materials.

The role combines hands-on content creation with content planning, governance, lifecycle management, and advisor readiness across assigned audiences.

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 content, 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
• Adapt complex retirement, workplace financial wellness, and employee engagement concepts into clear, audience-appropriate narratives and calls to action
• Ensure materials work together as a connected content ecosystem rather than a collection of standalone deliverables
• Design a scalable content architecture for Retirement and CAPTRUST at Work that connects core messages, audience needs, sales stages, and delivery formats
• Define review cadences, ownership, and decision criteria for updating, archiving, and retiring content across the two business lines
• Define content standards that promote consistent naming, organization, and use across platforms, channels, and audiences
• Monitor priority content for accuracy, compliance, currency, and continued alignment with business priorities, escalating needed updates before materials become outdated

Messaging Architecture and Consistency:

• Maintain business-line messaging frameworks, value propositions, proof points, key messages, and approved language for Retirement and CAPTRUST at Work
• Ensure consistent positioning across presentations, proposals, campaigns, digital experiences, talking points, and internal enablement resources
• Partner with stakeholders to translate new capabilities, services, research, and market developments into differentiated, sales-ready narratives

Content Performance and…