Private Wealth Marketing - Investment Content Strategist, Associate
Core
Develop and update investment content (written, charts, videos) for the Private Wealth team, managing data resources and workflows for financial advisors.
Role type
Associate Investment Content Strategist
Builds
Educational content suite and marketing materials for financial advisors
Domain
Asset Management / Private Wealth
Deliverable
product features
Required skills
Content strategy, data analysis (Morningstar, Bloomberg), Excel, project management, stakeholder management
Preferred skills
Private markets experience, financial advisor audience knowledge
Technologies
Morningstar Direct, Bloomberg, Excel
Responsibilities
Develop written communications, charts, and videos; manage content workflow with legal/compliance; manage data resources; ensure quality copy and data; deliver projects on time
Seniority
Associate, hands-on IC
