Ideal candidate: We are looking for a writer with experience across asset classes and financial services business lines and the ability to convey complex ideas in a compelling way through thought leadership and product marketing content. In particular, the writer should have deep knowledge of exchange-traded funds (ETFs); separately managed accounts (SMAs); indexing; fixed income; environmental, social, and governance (ESG) and impact investing; and private markets and other alternative asset classes. The role is ideal for an ambitious writer who wants to take his or her experience working with large financial institutions and become part of a growing team that has built a strong operational foundation. The role is also intriguing for an investment professional who is passionate about writing and content strategy and is looking to refocus his or her career on the
communications and marketing side of the industry.
Primary responsibilities:
- Content development: Create institutional-caliber thought leadership (white papers, articles, blog posts, e-books, etc.) and product marketing content (infographics, brochures, video scripts, landing pages, etc.); interview clients’ subject-matter experts (SMEs) and conduct research
- Content strategy: Advise clients on their strategy for developing and distributing content; identify the appropriate content mediums to support clients’ marketing goals
- Project management: Provide end-to-end management of projects to ensure that they are delivered on-time, on-budget, and in line with clients’ editorial standards and goals
- Business development: Nurture existing client relationships; identify and develop new client relationships and lines of business
- Marketing: Support our cross-channel marketing strategy (inbound, social media, and influencer); assist in creating blogs, newsletters, and other content
Qualifications:
- 10+ years of experience working in the financial services industry; preferably with 5+ years working in a role that is product-focused or client-facing in asset management
- Deep knowledge of institutional asset management, as well as experience with several of the following verticals: private wealth management, investment banking, auditing/accounting private equity, consulting, or fintech
- Creativity and versatility to create content across a variety of mediums, from long-form thought leadership to visually driven formats (e.g., infographics and video)
- Intellectual curiosity; not daunted by ambiguity or complexity; strong desire to explore new subjects and dig deeper to find answers
- Can confidently lead interviews with corporate executives, portfolio managers, bankers, analysts, and marketing professionals
- Entrepreneurial mindset; energized by the opportunity to continue building on—and participating in—the growth of a young company with strong momentum
- Enjoys interacting with clients and our clients leadership team to diagnose issues and create solutions; anticipates roadblocks and clients’ needs as projects evolve
- Passionate about always improving as a writer and project manager; embraces feedback, advice, and growth opportunities
- Preferred: MBA and/or CFA, CPA, or CFP designation
Benefits of working with us:
- Competitive starting salary with significant growth potential
- Comprehensive health, vision, and dental insurance; BCBSIL PPO and HSA plan options with a national network
- 401(k) and profit-sharing plan
- Join a growing company that already works with some of the most trusted brands in financial services and has built the operational infrastructure for continued growth
- Full-time role with flexible work hours and location; position is entirely remote; hours are adaptable to fit your personal needs within workflow requirements
- Opportunity to explore and write about trends that are shaping the markets, sectors, and asset classes that drive the global economy
- Chance to be part of a small, high-performing team that continually challenges ourselves to expand our knowledge and solve new strategic challenges for our clients and our firm