Job Description:

We are seeking a seasoned financial writer who specializes in asset management and wealth management marketing with an in-depth knowledge of investment products and capital markets. The ideal candidate must be intellectually curious and assertive who can thrive in a fluid, fast-paced environment.

Role and Responsibilities:

• Write web articles and marketing collateral supporting the retail business on a wide variety of topics including investment themes, mutual funds, SMAs, ETFs, alternative investments, macro trends, markets, portfolio construction ideas, practice management, investor psychology and behavioral finance
• Create compelling content across different mediums and formats to support new and ongoing marketing campaigns: short-form web articles, long-form research papers, video scripts, podcasts, infographics, digital ads and social media posts
• Infuse core brand messaging, value proposition and firm values throughout the firm’s marketing collateral and editorial content
• Align content with firmwide strategic priorities, the needs of key stakeholders and core elements of high-profile marketing campaigns
• Collaborate closely with key stakeholders in portfolio management, sales, marketing, product, research and compliance
• Exhibit sound news judgement to determine the best topics to amplify across channels in a format that aligns with the overall content strategy and distribution plan
• Use data to identify, test and learn the content topics and formats that are resonating most with different client segments: financial advisors, retail investors, retirement plans, university endowments and foundations and other institutional investors
• Contribute to content distribution plan by partnering with channel marketers to drive success in owned and paid channels
• Create new content for use in local markets ensuring it meets specific business requirements and the prevailing compliance rules of the region
• Curate content acquired from disparate global sources and look for opportunities to repurpose and repackage for digital consumption
• Raise awareness of existing content among marketing and sales teams and gather ongoing anecdotal feedback on their effectiveness
• Look for ways to collaborate across global marketing teams to ensure consistency of brand messaging and efficiencies.
• Actively participate in editorial planning calls to share high-conviction story ideas
• Provide writing support for other marketing content including email, landing pages, brochures and executive talking points

Desired Qualifications and Experience:

• Bachelor's in communications or journalism
• 10 years of communications experience in asset management or wealth management
• CIMA, CFA or CAIA designation a plus
• Clean and thoughtful writer with fluid, conversational style and a digital-first mindset
• In-depth product knowledge: mutual funds, ETFs and alternative investments
• Outgoing personality with experience collaborating
• Firm grasp of U.S. financial advisory business and how FAs run their practices
• Strong understanding of asset management industry dynamics and trends
• Critical thinker who can successfully challenge the status quo and advocate for change
• Enthusiastic and energetic champion of the brand across a global ecosystem
• Experience in visual storytelling from infographics to video to interactive charts
• Client journey mapping and campaign analytics a plus
• Proficient in using Artificial Intelligence tools to conduct research, gather competitive intel and create efficiencies in workflow

This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.