Responsibilities

• Coordinate editorial workflows for public-facing marketing communications, ensuring timely review, proofreading, and approval prior to printing and distribution.
• Edit and proofread marketing, investor, and educational materials for clarity, consistency, and brand alignment.
• Fact-check regulatory and investment marketing reports and materials prior to distribution.
• Compose, proofread. and publish content for articles, press releases, news articles, events, and reports, web pages, email copy, and social media content across multiple brands and products.
• Collect, format, and distribute daily, weekly, monthly and quarterly performance data to industry rating and tracking organizations.
• Prepare basic analysis and summaries for internal and external reporting, presentations, and dashboards as needed.
• Collaborate with the marketing team to create SEO-optimized product and service content for various channels. Review SEO reports and implement updates on website.
• Maintain organized content libraries, style references, and version control for marketing and investor materials.
• Assist in reinforcing and development of editorial style guide.
• Publish content to website.

Requirements

• Strong writing, editing, and proofreading skills, including exceptional grammar, attention to detail, and organizational skills
• Ability to manage multiple deadlines and coordinate input from various stakeholders
• Use AI to intelligently to assist with developing a range of content from social media posts to email copy and investor education content, along using AI for copyediting
• Use project management software to coordinate editorial workflows
• Ability to form and maintain positive relationships with colleagues. Strong interpersonal communication skills
• Previous copywriting/editing experience in the financial services sector preferred
• Bachelor’s degree in related field, with strong academic record
• Intermediate to advanced Microsoft Office skills including Word and Microsoft Excel (writing formulas, linking spreadsheets) and mac OS
• Obtain required FINRA SIE, Series 63, and Series 7 licenses within the first nine months of employment
• Intermediate Adobe InDesign layout experience
• Embraces artificial intelligence. Using AI in a professional environment is preferred
• Experience with B2B and B2C writing and digital content preferred
• Experience working within Drupal or other content management systems (CMS) and marketing automation platforms such as HubSpot
• Intermediate HTML and SEO best practices for digital content publishing

Preferred

• Previous copywriting/editing experience in the financial services sector preferred
• Experience with B2B and B2C writing and digital content preferred
• Embraces artificial intelligence. Using AI in a professional environment is preferred

Benefits

• 100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee
• Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities
• Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
• 401k with generous match
• Profit sharing and annual performance bonuses
• YMCA Membership
• 11 personal and 10 vacation paid days off after first year of service
• 10 paid holidays (per NYSE holiday schedule)
• Paid Parental and Bereavement leaves
• Up to $2,000 per month in childcare/tuition assistance
• Adult continuing education and professional development assistance
• Home-buyer assistance program