Requirements

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.
• 2-4 years of experience in marketing, content development, design production, creative services, or a related role.
• Experience in financial services, wealth management, professional services, or another compliance-sensitive industry preferred.
• Strong writing, editing, proofreading, and content development skills, with the ability to translate strategy, stakeholder input, and rough concepts into polished advisor-facing and B2B marketing materials.
• Experience creating or supporting emails, landing pages, websites, social media content, collateral, presentations, event/webinar materials, and sales enablement resources.
• Strong design production skills, including layout, formatting, basic typography, image sizing, file exports, visual consistency, and brand alignment.
• Excellent attention to detail, including accuracy of names, titles, credentials, dates, links, disclosures, formatting, and approved language.
• Ability to organize source materials, manage feedback, prepare content for review, incorporate stakeholder and compliance edits, and support projects through completion.
• Strong collaboration and communication skills with the ability to work effectively across marketing, design, web, sales, product, operations, compliance, digital enablement, advisors, and vendors.
• Working knowledge of brand voice, messaging consistency, audience-specific communication, content calendars, project files, templates, and resource libraries.

Benefits

• Comprehensive Benefits Offerings
• Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance