Role Overview
The Content Director will lead the strategy, development, and delivery of high-impact content that empowers Wealth Management sales and client-facing teams to drive growth, deepen client relationships, and win in competitive markets.
What You Will Do
Key responsibilities include defining and executing a global content strategy, developing scalable, field-ready content, and driving adoption and utilization of content through training, campaigns, and integration into workflows.
Why It Might Be a Fit
The ideal candidate brings a strong blend of strategic thinking, editorial leadership, and commercial acumen, with a deep understanding of the wealth management client lifecycle and advisor-led selling model.
Requirements
- 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/investment solutions
- Proven track record of building and scaling content strategies that drive measurable sales outcomes
- Strong executive communication and storytelling skills; ability to simplify complex concepts
- Experience with enablement and content platforms (e.g., Seismic) and CRM tools (e.g., Salesforce)
- Experience leading proposal management, RFP, or consultant relations teams and implementing AI-enabled content management, knowledge management, or sales enablement technologies within a wealth management or financial services organization
Benefits
- Comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits
- Discretionary bonus program that may include an equity component
To apply for this job please visit ntrs.wd1.myworkdayjobs.com.
Follow us on social media