Write advisor-centric thought leadership
Market commentary, investment explainers, portfolio construction content, client-ready guides, emails, infographics, and video/podcast scripts.
Translate complex ideas into plain English
Turn investment views, data, and product mechanics into clear, client-friendly narratives advisors can share.
Support lead-generation campaigns
Create content for email, social, paid media, landing pages, gated assets, and nurture flows—focused on engagement and qualified leads.
Lead rapid market-response content
Draft and coordinate time-sensitive market commentary in close partnership with Investment teams—often under tight deadlines.
Collaborate across teams
Work daily with Investments, Sales, Product Marketing, Digital, Design/Video, and Compliance to deliver high-quality, compliant content.
Measure and improve performance
Track engagement, SEO, MQLs, and sales adoption—and use insights to refine topics, formats, and distribution.

5+ years of writing/editing experience in asset or wealth management (or related financial services)
3+ creating content for intermediary channels (wirehouse, IBD, RIA)
Strong understanding of markets, investment products (mutual funds, ETFs, SMAs, alternatives), and portfolio construction concepts
Proven ability to create digital-first content that drives engagement and leads
Comfort working in a regulated environment, including close partnership with Compliance
Strong interviewing, headline-writing, and fact-checking skills
Highly organized, deadline-driven, and comfortable operating during fast-moving market events
Familiarity with content performance metrics (e.g., analytics, UTMs, CRM/marketing automation)

retirement benefits (401k and pension)
health and welfare benefits (medical, dental, vision, spending accounts and disability)
paid time off
parental and caregiver leave
life & accident insurance
other voluntary and well-being benefits
discretionary bonus program that may include an equity component

Senior Specialist, Communications, Content Strategy – Asset Management

Key skills