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)

Benefits

Comprehensive benefits package including 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
Discretionary bonus program that may include an equity component

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

writingeditingcontent creationdigital contentfact-checkingheadline writingperformance measurementcontent performance metricsportfolio constructioninvestment products

Soft Skills

collaborationorganizational skillsdeadline-driveninterviewingcommunicationadaptabilityleadership