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Cella · 1 day ago

CONTENT STRATEGIST

Austin, TX

Contract

Onsite

Entry, Mid Level

$40/hr - $45/hr

2+ years exp

Cella is seeking a Sr. Specialist of Retail Proposal Service to join their Business Accommodation Team within the Specialized Relationships Group. This role involves managing the end-to-end Request for Proposal process to win and retain high-net-worth assets, collaborating with various partners to create compelling proposals and presentations.

Content MarketingDigital MarketingInformation Technology

Growth Opportunities

Responsibilities

Collaborating with partners at all levels throughout the organization (including but not limited to the Branch Network, Marketing, Wealth Services, Client Wealth Advisory, Wealth Strategies Group)

Build a robust understanding of Client's investor segments, services, products and offerings including key opportunities in the marketplace

Lead efforts to develop compelling written proposals and storylines by working closely with field representatives and cross-functional partners to win business from high and ultra-high-net-worth clients and prospects

Excellent verbal and written communications skills including the ability to distill complex information and develop recommendations

Working collaboratively under the SWA BDO's direction, the Sr. Specialist utilizes content slides and attaches portfolio analysis reports to support the proposal process

Qualification

Client-centric focusPresentation skillsProject managementFinancial Services experienceWritten communicationVerbal communicationProblem-solving skillsCross-functional collaboration

Required

Bachelor's degree with 2+ years relevant experience

2+ years in marketing communications, product/program management, sales operations or client experience preferred

Financial Services industry experience is preferred

Ability to learn quickly and thrive in a complex, dynamic environment

Outstanding 'soft' skills including ability to work well with a diverse range of partners and proactive, can-do attitude, with high adaptability

A client-centric focus that keeps clients in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network personnel

The Sr. Specialist effectively manages and formats content slides, building clear, high-quality presentations that support business objectives and engage stakeholders

Detail-oriented with superior organization and project management skills and the ability to multi-task and work efficiently to meet deadlines on an independent basis

Knowledge of Client products and services across organizations

Demonstrated experience building relationships and working with cross-functional teams

Superior written and verbal communication skills, including being able to synthesize data, develop cohesive business cases and recommendations, influence partners and create and deliver compelling storylines

Robust problem-solving skills