Wholesale Content Management Associate

Truist; Georgia; On-site; USD 65,000 - 90,000; Full time

Job summary

Truist Wealth is seeking a Wholesale Content Management Associate to drive content delivery and user experience improvements across key platforms. The role partners with Wholesale marketing, client engagement, and sales enablement to align messaging and tools, while supporting field adoption and governance.

The position emphasizes data-driven reporting, dashboard creation, and cross-functional coordination to optimize content effectiveness and platform usage.

Qualifications

• Advanced proficiency with MS Office tools, especially Excel, PowerPoint, and Word.
• Ability to present data and business considerations in a structured manner.

Responsibilities

• Partner with cross-functional stakeholders to integrate content distribution, messaging, and tools across the Wholesale organization.
• Drive alignment across Wholesale marketing, sales enablement, and line-of-business initiatives for cohesive strategy and consistent execution.
• Gather feedback from sales partners to continuously improve content effectiveness.
• Support sales teams with relevant, timely, and actionable marketing content and tools.
• Reporting, Analytics & Data Insights: track and report platform utilization, identify opportunities for improvement.
• Create custom reports and dashboards where native reporting is insufficient.
• Partner cross-functionally to ensure reporting consistency, transparency, and actionability.
• Establish and manage data insights and reporting views used by Marketing, Sales Enablement, and partners.
• Sales Enablement Platform Support & Optimization: promote capabilities, drive adoption, and educate users.
• Support ongoing content refreshes to ensure accuracy and usability.
• Manage quarterly attestations and governance requirements.
• Enhance user experience design to improve navigation and engagement.
• Sales Enablement Platform (Connection) User Support: manage the Connection Support inbox and provide training.

Skills

Excel

PowerPoint

Word

MS Office Suite

Education

College degree or equivalent

Job description

Wholesale Content Management Associate

The Wholesale Content Management Associate is responsible for consistent execution of content delivery while supporting field adoption and enhancing the user experience across key platforms.

This role works to drive alignment across Wholesale marketing, client engagement, sales enablement, and digital engagement channels. This role plays a critical role in connecting Wholesale intellectual content initiatives with Teammate Enablement priorities to optimize tools and communications.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Wholesale Enablement Integration Partner with cross-functional stakeholders to integrate content distribution, messaging, and tools across the Wholesale organization

Drive alignment across Wholesale marketing, sales enablement, and line-of-business initiatives to ensure a cohesive strategy and consistent execution

Gather feedback from sales partners to continuously improve content effectiveness

Support sales teams with relevant, timely, and actionable marketing content and tools

Reporting, Analytics & Data Insights Coordination

Track and report on platform utilization and engagement metrics, identifying opportunities for improvement

Create custom reports and dashboards where native reporting is insufficient

Partner cross-functionally to ensure reporting consistency, transparency, and actionability

Establish and manage data insights and reporting views leveraged by Marketing, Sales Enablement, and key business partners

Sales Enablement Platform Support & Optimization

Drive adoption through proactive communication, education, promotion, and enhancements

Promote sales enablement platform capabilities - best practices and new features

Support ongoing content refreshes, ensuring accuracy, relevance, and usability

Manage quarterly attestations and governance requirements

Enhance user experience design to improve navigation and engagement

Sales Enablement Platform (Connection) User Support

Manage the Connection Support email inbox, providing timely responses and issue resolution

Deliver user support, including troubleshooting, guidance, and training

Enable subscriptions, bulk communication execution, and other platform features to streamline content distribution process

QUALIFICATIONS

Required Qualifications:

• Strong academic credentials - college degree or equivalent education and related training or experience3-5 years of experience within consulting, business management, or financial services organization Ability to present data and business considerations in a structured manner. Advanced proficiency with MS Office tools, especially Excel, PowerPoint, and Word. Demonstrated understanding of business and technology organization, resources, priorities, needs and policies.

Preferred Qualifications:

• Excellent communication skills, with the ability to translate strategy into actionable plans
• Experience in marketing, sales enablement, and/or digital engagement within a Wholesale or financial services environment
• Demonstrated ability to manage cross-functional initiatives and influence stakeholders
• Strong organizational and prioritization skills in a fast-paced environment
• Analytical mindset with experience using data to drive decisions and measure success.

GENERAL DESCRIPTION OF AVAILABLE BENEFITS FOR ELIGIBLE EMPLOYEES OF TRUIST FINANCIAL CORPORATION

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

About Truist

Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.