Private Wealth Investment Education, Vice President - Corporate Affairs
Core
Develop strategy and create content (written, video, digital) to educate financial advisors and investors on private markets and alternative investments.
Role type
Vice President, Investment Education Strategy & Content
Builds
Investment education content suite, live events, and communications for financial advisors and investors
Domain
Asset Management / Private Wealth / Alternative Investments
Deliverable
product features
Required skills
Content strategy, content creation, data management (Morningstar, Bloomberg), Excel, strategic planning, project management, editing
Preferred skills
Private markets experience, financial advisor audience knowledge
Technologies
Morningstar Direct, Bloomberg, Excel
Responsibilities
Develop investment education strategy and roadmap; Create written, video, and digital content; Manage content workflow with stakeholders; Manage data resources; Ensure quality and accuracy of content; Facilitate on-time project delivery
Seniority
Senior, hands-on IC with strategic ownership