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Tier-1 brand, mid-level sales enablement role and metro hiring increase candidate competition.
Requires securities services and financial-services experience, so transferable fit is low across industries.
Mandatory 4+ years financial services experience plus domain knowledge and technical tool requirements.
Manage and enhance a global content database for client-facing sales materials including proposals, pitchbooks, and brochures to support winning and retaining business.
Collaborate with sales, product, and subject matter experts to ensure accuracy, consistency, and approval of content and statistics, including sales training materials and competitor analysis.
Leverage AI tools and data visualization to improve content management, streamline workflows, and deliver actionable insights; also handle vendor administration and user access management.
Minimum 4 years of experience in financial services in content/database management, pre-sales, business development, or marketing roles.
Proficiency in MS Word, Excel, PowerPoint, and AI tools required.
Strong verbal and written communication skills with knowledge of American and British English and AP style guide.
Work Experience Required: Minimum 4 years in financial services industry.
Experience partnering closely with multi-level stakeholders, demonstrating ownership and solution-oriented project management in complex environments.
Knowledge or understanding of custody, fund services, or securities services products is a plus.
Comfortable using structured data tools and technologies such as Python, SQL, Alteryx, Power BI, or Tableau to support reporting and automation initiatives.