Responsibilities

• Develop and own the firm's annual content strategy aligned to investment themes, distribution priorities, and market conditions
• Drive an integrated editorial calendar spanning thought leadership, fund communications, advisor tools, and investor education
• Serve as editorial manager for all externally facing written materials, ensuring consistency of voice, accuracy and brand integrity
• Translate portfolio manager and analyst insights into high-impact collateral, with an emphasis on digital development and delivery
• Work within organizational framework to develop and distribute key firm communications
• Develop and maintain messaging frameworks, firm narratives, and positioning documents for institutional and intermediary audiences
• Partner with Compliance and Legal to ensure all content meets regulatory standards (FINRA, SEC) and firm approval protocols
• Partner with Fund Marketing, Digital and Design teams to ensure content is optimized for SEO, digital distribution and sales enablement
• Collaborate with Fund Marketing to develop product-specific content supporting launches, campaigns and RFP processes
• Maintain strong relationships with investment teams to surface timely ideas and ensure portfolio perspective is accurately represented

Requirements

• 8+ years of content, communications, or editorial experience, with a minimum of 3 years in financial services or asset management
• Demonstrated ability to translate complex investment concepts into clear, engaging prose for advisor, institutional and retail audiences
• Experience managing and developing content strategy or communications team in a regulated environment
• Proven track record of building and executing content programs that measurably support sales and brand objectives
• Excellent written and oral communication skills, including executive-level presentation capability
• Proficiency with content management systems, AI tools for content optimization, digital marketing platforms and marketing analytics tools

Preferred

• Experience with multi-boutique, SMA, ETF or alternative investment platforms
• Familiarity with Salesforce CRM, HubSpot, Seismic or similar sales enablement tools
• Experience supporting distribution through wirehouses, RIAs or independent broker-dealers