10 часов назад
Content Director, Wealth Management Global Sales Enablement (AI)
137 400 - 240 400$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Content Director, Wealth Management Global Sales Enablement (AI): Leading global content strategy and sales enablement for wealth management, translating complex investment and planning capabilities into client-ready narratives, proposals, and scalable field assets with an accent on editorial governance, advisor-led selling, and commercial effectiveness. Focus on modernizing RFP and content management through AI-powered automation, improving content adoption and response quality, and measuring influence on pipeline and conversion.
Location: Chicago, IL; applicants must be authorized to work in the United States without employment-based visa sponsorship.
Salary: $137,400–$240,400 USD base pay annually, plus potential discretionary bonus and equity component.
Company
provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.
What you will do
- Define and execute a global content strategy aligned with Wealth Management growth priorities, sales processes, and client segments.
- Establish content governance, taxonomy, lifecycle management, and approved content repositories across Seismic and CRM tools.
- Develop messaging, playbooks, pitch decks, thought leadership, and other field-ready assets for prospecting, discovery, proposals, and client retention.
- Lead the Wealth Management RFP, proposal, and due diligence content team and improve response quality, scalability, and turnaround times.
- Partner with Sales, Investments, Marketing, Banking, Trust & Advisory, Compliance, and Legal to create differentiated client-facing content.
- Set KPIs and use data, feedback, CRM insights, and digital marketing information to optimize content impact and adoption.
Requirements
- 10+ years of experience in wealth management, asset management, financial services marketing, or sales enablement.
- Deep understanding of advisor-led sales models, client segmentation, wealth planning, and investment solutions.
- Track record of building and scaling content strategies that produce measurable sales outcomes.
- Strong executive communication, storytelling, and ability to simplify complex concepts.
- Experience with Seismic, Salesforce, proposal management, RFPs, consultant relations, and AI-enabled content or knowledge management technologies.
- U.S. work authorization is required; employment-based visa sponsorship is not available.
Culture & Benefits
- Flexible and collaborative work culture with accessible senior leadership and opportunities for internal mobility.
- Retirement benefits including 401(k) and pension.
- Medical, dental, vision, spending accounts, disability, life, and accident insurance.
- Paid time off, parental and caregiver leave, and other well-being benefits.
- Inclusive workplace with opportunities to support community and philanthropic initiatives.
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