Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.
Overview
Allworth Financial is seeking a Sales Enablement Specialist to partner closely with sales teams to develop and optimize sales collateral that helps win business. This role will work cross-functionally with sales, marketing, graphic designers, and content writers to ensure the creation of compelling, high-impact materials. The ideal candidate will have a strong background in sales enablement, content development, and project management.
Responsibilities
- Collaborate with sales teams to identify content and collateral needs that support the sales process and drive conversions.
- Develop and manage the creation of sales enablement materials, including presentations, case studies, pitch decks, one-pagers, whitepapers, and other assets.
- Work closely with designers and writers to ensure collateral aligns with Allworth Financial's brand voice, messaging, and overall marketing strategy.
- Research industry trends and client pain points to tailor content for various buyer personas and sales stages.
- Maintain and optimize a library of sales enablement resources, ensuring materials remain up to date, relevant, and effective.
- Partner with sales leadership to gather feedback and refine enablement content based on performance and impact.
- Utilize Monday.com to track content development and ensure timely delivery.
- Assist in the development of training materials and internal sales playbooks to improve sales effectiveness.
Skills & Competencies
- Strong understanding of sales processes and how marketing content supports sales efforts.
- Exceptional project management and organizational skills, with the ability to manage multiple initiatives simultaneously.
- Strong communication skills, both written and verbal, with an ability to distill complex concepts into compelling sales content.
- Experience collaborating with creative teams, including designers and writers, to develop engaging materials.
- Ability to proactively identify gaps in sales content and recommend solutions.
- Familiarity with CRM and sales enablement platforms is a plus.
Qualifications
- 5-7 years of experience in sales enablement, content development, or marketing roles with a focus on supporting sales teams.
- Bachelor’s degree in marketing, business, communications, or a related field.
- Experience in financial services or wealth management is a plus but not required.
- Portfolio of past sales enablement materials is highly desirable.
The above statements describe the general nature and level of work being performed in this role. This job description is not an exhaustive list of all responsibilities, duties, skills, or qualifications required for this position.
BENEFITS
We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy.
- Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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What We Do
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
