Lead Strategy & Sales Enablement Senior Consultant

The successful candidate will help CAPTRUST create greater visibility, consistency, and accountability across the growth engine. Success in this role may include:

• Greater advisor engagement and timely action on prioritized opportunities

• Stronger progression from lead to qualified opportunity and opportunity to win

• Improved visibility into opportunities ready for ownership, follow-up, or reactivation

• Higher confidence in CRM completeness, disposition quality, and attribution accuracy

• Broader adoption of dashboards, opportunity review routines, and advisor-ready growth plays

• Stronger leadership visibility into which growth activities are scaling well, driving impact, and warranting continued investment

Qualifications

Minimum Qualifications:

• 8+ years of professional experience in sales effectiveness, revenue operations, marketing analytics, business development operations, CRM strategy, data analytics, or a related growth-focused function

• Bachelor’s degree in business, marketing, analytics, information systems, finance, or a related field, or an equivalent combination of education and relevant experience

• Experience working with CRM platforms such as Microsoft Dynamics 365, Salesforce, or similar systems used to manage leads, opportunities, advisor activity, client relationships, or business development data

• Experience developing, interpreting, or improving reporting, dashboards, metrics, business rules, or performance measurement frameworks

• Demonstrated ability to connect strategy, data, process, and field execution in a way that drives measurable business outcomes

Preferred Qualifications:

• Experience in financial services, wealth management, retirement plan services, institutional consulting, or another highly regulated professional services environment

• Experience with Power BI, Microsoft Excel, SQL, data visualization tools, or other analytics and reporting platforms

• Experience supporting sales play development, lead scoring, opportunity routing, campaign measurement, funnel reporting, or pipeline analytics

• Familiarity with marketing automation, enrichment data, prospecting platforms, or business development intelligence tools

• Experience documenting repeatable processes, establishing governance routines, or improving data quality and reporting standards

• Strong analytical judgment with the ability to translate data into practical business recommendations and clear next steps

• Strong written and verbal communication skills, including the ability to communicate complex information in a concise, advisor-friendly, and leadership-ready manner

• Demonstrated ability to build strong cross-functional relationships and influence stakeholders without direct authority

• Demonstrated attention to detail, accountability, sound judgment, and follow-through in managing work that supports business growth

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. However there is flexibility. #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. #mid-senior

This position will remain open until filled.