Financial Planning and Analysis

• Craft the story behind investment products and translate into clear messaging for audiences
• Be a deep thinker and empathetic to connect with different user segments and create resonant stories
• Translate data and insights into creative marketing strategies and messages
• Act as focal point and project manager to coordinate cross-functional execution across investment, creative, and digital marketing teams
• Gain deep knowledge of investment products (stocks, mutual funds, government bonds, etc.) available on our platform
• Translate product features and benefits into clear, relatable messages for retail investors
• Design and execute marketing campaigns to drive user acquisition, activation, and retention
• Collaborate with investment, creative, and digital marketing teams to deliver impactful campaigns
• Develop briefs for educational content (articles, carousels, videos, webinars) to build investor confidence
• Create marketing narratives that educate as well as attract users
• Conduct competitor and industry research to identify best practices and new opportunities
• Gather user insights and feedback to optimize campaigns and product messaging
• Craft compelling stories and messages around the benefits for different target audiences

Investment Product Marketing

Senior Consultant, Regulatory & Financial Risk

Head of Strategic Planning

Workday Finance Associate Consultant

Finance Intern

Director of Financial Aid