Responsibilities

• Partner with senior members of Citi Wealth's global marketing and regional marketing leads to seek out and develop integrated content strategies and campaigns in alignment with agreed business and marketing plans — across the full spectrum of Citi Wealth's investment product portfolio.
• Bring a strategic, audience-first perspective to every brief — ensuring that investment content is grounded in a clear understanding of client needs, competitive positioning, and the prevailing investment landscape.
• Stay closely attuned to the latest trends in investment content strategy, wealth management communication, and financial services storytelling — actively adapting best practices for application within Citi Wealth's global content program.
• Contribute to strategic planning processes — bringing strong analytic acumen and a results-driven orientation to how priorities are set, resources are allocated, and performance is evaluated.
• Drive the development of clear, compelling capabilities messaging that articulates Citi Wealth's investment offerings and overall investment management value proposition — with the precision and authority that sophisticated clients and their advisors demand.
• Ensure that investment messaging is consistently differentiated, intellectually rigorous, and aligned with the firm's broader brand and communications standards — across all formats and all markets.
• Develop and maintain a deep understanding of Citi Wealth's investment strategies across asset classes — equities, fixed income, multi-asset, and alternatives — and translate that understanding into content that is accurate, engaging, and compliant across written, visual, audio, and experiential formats.
• Lead the development of client-facing and educational content across the full format spectrum — written collateral including whitepapers, brochures, capability overviews, fact sheets, and sales decks; video content including investment outlooks, expert interviews, explainer series, and social edits; audio content including podcasts and recorded commentaries; and event and experiential content including panel programmes, conference presentations, and client experience activations.
• Work closely with Citi Wealth's investment teams, product, legal, compliance, and the broader content and production team — including editors, cinematographers, and designers — to ensure all output is technically accurate, appropriately approved, and produced to the highest standard across every format.
• Bring the same editorial rigor and audience intelligence to a two-page At a Glance as to a flagship long-form video series or a keynote conference program — understanding that quality and clarity are non-negotiable at every scale.

Requirements

• 10+ years of experience in the financial services industry — with a specific focus on wealth management or asset management content strategy, collateral development, and program execution across multiple formats.
• Deep, practical knowledge of investment content development within a wealth management or asset management structure — including the regulatory, compliance, and operational frameworks that govern it.
• Solid working knowledge of equity, fixed income, and multi-asset class financial products across Citi Wealth's investment product portfolio — with the ability to engage credibly with investment professionals and translate complex strategies into clear, compelling content. Alternatives experience a significant plus.
• Proven experience developing and producing investment content across multiple formats — written collateral, video, audio, and live events — with a genuine understanding of what each medium demands and how investment ideas travel differently across them.
• Proven ability to develop and execute integrated content strategies across a global, matrixed organization — managing multiple stakeholders, competing priorities, and complex approval processes simultaneously.
• Excellent interpersonal, written, and verbal communication skills — with a demonstrated ability to communicate and influence at multiple seniority levels, including senior investment professionals, business heads, and external clients.
• Strong analytic acumen and a results-driven orientation — with experience setting measurable content objectives, tracking performance across formats, and using data to inform decisions and improve the accuracy of future measurement.
• Exceptional organizational skills and the ability to manage a high-volume, deadline-driven program of work across multiple content formats — reprioritizing with agility as business needs evolve.
• A proactive approach to process improvement — identifying inefficiencies, recommending solutions, and implementing changes that make the team smarter and faster without compromising standards.
• Bachelor's/University degree, Master’s degree preferred

Preferred

• Experience with alternatives content — hedge funds, private equity, private credit, or real assets — within a wealth management or private bank context.
• Hands-on experience producing or closely overseeing video, podcast, or live event content within a financial services environment — including an understanding of production workflows, vendor management, and the specific compliance considerations that apply to each format.
• Familiarity with AI-assisted content production, marketing automation, and digital analytics platforms — with a proactive approach to adopting new tools as they become available and folding their capabilities into the team's workflow.
• International content experience — developing and adapting materials across multiple markets, regulatory jurisdictions, and cultural contexts.
• MBA or relevant graduate degree preferred.