Sales Support Associate at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

26 May, 26

Salary

0.0

Posted On

25 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Project Management, Organizational Skills, Attention To Detail, Accountability, Interpersonal Skills, Self-Starter, Teamwork, Urgency, Poise, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SharePoint, Teams, OneNote, Sales Enablement

Industry

Financial Services

Description

Overview Who are we looking for? CAPTRUST is seeking a dynamic Sales Support Associate who will play an important role in supporting advisors and driving the ﬁrm’s sales effectiveness through prospect material development, coordination, and fulfillment in addition to collaborative efforts with colleagues and cross-functional teams for broader business development and sales enablement efforts. Responsibilities Assist with, contribute to, and be responsible for the development, completion, and fulfillment (digital and physical) of the following primary deliverables, at minimum, which are associated with firm’s business development activity: Company Overview Sales Sheets Custom Deliverables Sample Materials Executive Summary Finals Presentation Collaborate with cross-functional teams and utilize internal and external resources (Integreon and Seismic) and systems as needed in the creation of business development and sales enablement materials Serve as a key resource for advisors preparing for prospect meetings and sales opportunities Consult with advisors to understand the speciﬁc needs and nuances of each sales opportunity Curate and direct advisors to the most relevant sales and marketing materials, ensuring alignment with client needs and ﬁrm positioning Connect advisors with internal experts and resources to strengthen and tailor pitch efforts Coordinate and utilize all applicable samples and custom materials and deliverables associated with each business development opportunity Populate databases and business development resources with recent deliverables, materials, and information for archiving and organization purposes Engage with advisors to understand and track opportunity outcomes aligned to completed requests Capture and share advisor feedback on process, best practices and deliverables as part of ongoing commitment to continuous improvement Qualifications Minimum Qualifications: 2-3+ years of experience in business development or similar support role commensurate with role responsibilities Bachelor’s degree or equivalent in business administration, marketing, English or similar degree High degree of proficiency in Microsoft Suites including Word, Excel, and PowerPoint in addition to utilizing SharePoint, Teams, and OneNote Demonstrated ability or experience with production, development, or fulfillment of prospect presentation materials Desired Qualifications/Skills: Excellent project management and organizational skills necessary with an appropriate level of attention to detail and accountability Proven ability to positively, constructively, and professionally engage and interact with diverse groups of colleagues and individuals Knowledge and awareness of business development and marketing activities, challenges, and requirement associated with an RIA within the financial services industry specifically for wealth management, retirement plan, and endowment and foundation audiences Understanding and experience working within sales enablement and automation platforms and supporting technologies such as Seismic and Microsoft Dynamics Must be a self-starter with ability to work both independently and within a collaborative team environment Excellent interpersonal skills; Must be coachable, possess curiosity, and desire to learn Must be able to demonstrate a sense of urgency and desire to win Must possess poise and focus in a deadline-driven environment and stressful situations Ability to work on multiple projects with simultaneous deadlines; Ability to consistently meet deadlines WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? 4208 Six Forks Road Ste 1700 | Raleigh, North Carolina 27609 Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate This position will remain open until filled.

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Responsibilities

The Sales Support Associate will support advisors by developing, coordinating, and fulfilling prospect materials for business development activities, including company overviews, sales sheets, and presentations. This role also involves collaborating with cross-functional teams and serving as a key resource for advisors preparing for sales opportunities.