Responsibilities

• Create and edit high-quality investment content including market insights, product materials, presentations, web content, email campaigns, and thought leadership
• Partner with investment professionals and subject matter experts to develop accurate, client-ready content
• Manage content approvals, version control, editorial calendars, and compliance review processes
• Ensure content aligns with brand standards, marketing objectives, and regulatory requirements
• Support ongoing product reporting and content updates

Requirements

• 5+ years of content marketing or financial writing experience in asset management, investment management, or wealth management
• Strong writing, editing, proofreading, and project management skills
• Knowledge of investment products such as ETFs, Mutual Funds, SMAs, and Model Portfolios
• Experience working with compliance/legal review processes

Preferred

• Familiarity with CMS platforms, Salesforce, HubSpot, Marketo, Seismic, Bloomberg, Morningstar, or FactSet is a plus