Director, Content & Thought Leadership

New York City, NY (Remote)

Salary Not AvailableDirector/ExecutiveFull time

Posted 2 months ago

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Job Summary

Own the content engine for a wealth advisory firm, turning expert know-how into scalable thought leadership while protecting brand and compliance across channels.

  • Content ownership: define topics, formats, channels, and cadence; drive the editorial calendar and multi-channel distribution
  • Governance and compliance: build a pre-approved template library and align with FINRA/SEC rules
  • Collaboration and execution: ghost-write/edit with senior experts; develop repeatable workflows to extract and publish firm expertise; support advisor recruiting content

Job Description

Responsibilities

  • Own the firm’s content strategy — defining the topics, formats, channels, and cadence that serve the firm’s growth and brand objectives
  • Develop and maintain the editorial calendar, ensuring a consistent flow of content across thought leadership, market commentary, client communications, and advisor-facing materials
  • Establish and enforce the firm’s editorial voice and quality standards across all content, regardless of author or channel
  • Build and maintain a content governance framework, including a pre-approved library of advisor-ready templates that can be deployed within compliance guardrails
  • Partner with investment, planning, tax, and insurance professionals to develop thought leadership content that reflects the firm’s expertise and perspective
  • Ghost-write, edit, and shape content on behalf of senior professionals who have deep knowledge but limited time to write
  • Build repeatable workflows that make it efficient to extract, develop, and publish expertise from across the firm on an ongoing basis
  • Serve as the steward of the firm’s brand voice — ensuring every piece of content, from a website page to an advisor email, reflects who Arax is and how we want to be perceived
  • Write and edit significant content directly — website copy, key marketing materials, thought leadership pieces, and firm communications that require senior editorial judgment
  • Develop and maintain a library of content that supports advisor recruiting — firm culture narratives, value proposition materials, and communications that resonate with experienced advisors evaluating their next move

Requirements

  • 8–15 years of content, editorial, or communications experience, with at least 3 years in a leadership role
  • Direct experience in financial services content — wealth management, asset management, financial planning, or financial media; must be able to write credibly and accurately on investment, planning, and financial topics
  • Strong writing and editing skills, with the ability to set and hold high standards across a team and across diverse content types
  • Experience developing thought leadership content in partnership with subject matter experts who are not professional writers
  • Familiarity with FINRA and SEC marketing regulations for investment advisers, and experience working within a compliance review process
  • Demonstrated ability to build and manage an editorial content program at scale, including editorial calendars, content governance, and multi-channel distribution

Preferred

  • Fluency with AI content tools in a professional context — experience building prompt-based workflows, not just using AI for personal productivity
  • Background in RIA, independent broker-dealer, or multi-family office environments
  • Familiarity with compliance archiving and content review platforms (Smarsh, Global Relay, or similar)
  • Experience managing or collaborating with remote, distributed teams

About Arax Investment Partners

Arax Advisory Partners logo

Arax Advisory Partners

A partnership of distinguished wealth advisors united by a shared commitment to thoughtful counsel and enduring client success.Enduring relationships, shaped over time and grounded in trust. Advice reflects the full complexity of a client’s financial life, with investments, planning, and long-term decisions considered together, and with the depth and support to carry it forward.

Founded in 2022
New York, New York, USA
25 employees (4 in marketing)

Traffic Signals

Monthly Visitors
5.2K
Traffic Source Mix
Search
24.8%
Direct
45.4%
Referral
13.1%
Social
15.3%
Paid
1.2%

Headcount Trend

Current headcount: ~28

Marketing Team

Marketing Team Size
3 (12% of company)

Recent News