Draft, revise, and finalize content to meet Distribution and campaign objectives including: research articles, market insights, presentation decks, product narratives, video scripts, email copy, web copy, etc.
Work with portfolio managers, analysts, and investment partners to gather source materials, verify facts, request charts/performance tables, and iterate drafts with SMEs.
Prepare and submit materials to Distribution Compliance; working in close partnership to implement required edits, and manage process end-to-end through to publication.
Ensure content is designed for impact, mapping to Distribution goals, meeting CTA/audience messaging requirements, leveraging best practices, and is aligned with campaign plans.
Enforce Harbor editorial standards (style, tone, etc.); manage version control, and ensure content is publication ready, working with compliance for review/approval.
Keep the editorial calendar current for investment/product assets and manage recurring content updates (monthly/quarterly/annual refresh cycles).
Provide executional support across Content Marketing including insight and presentation updates, proofreading and client reporting.
Requirements
Bachelor’s degree in marketing, communications or related field
5+ years writing and production experience in financial services, asset management, wealth management or a similar regulated B2B environment
Strong writing, editing, proofreading and fact checking skills
Solid familiarity with investment products (ETFs, mutual funds/CITs, SMAs, model portfolios) and ability to translate technical investment content for advisor/client audiences
Demonstrated experience managing editorial versioning, approvals and content repositories with high attention to detail
Understanding of major audiences across wealth & retirement inclusive of RIAs, Banks, Broker Dealers, Wirehouses etc.
Excellent written and verbal communication & collaboration skills
Practical experience preparing materials for compliance/legal review and implementing regulatory edits
Strong project-management skills: ability to juggle multiple assets, deadlines and stakeholders