Specialist, Investor Experience Content and Governance
Core
Architect and own the operational backbone for investor content creation, review, approval, deployment, and archival across physical and digital channels to ensure regulatory compliance and client polish.
Role type
Specialist, Investor Experience Content and Governance
Builds
Centralized governance framework for investor forms, SOPs, client communications, and self-serve portal content
Domain
Financial services / Capital markets / Investor relations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
process mapping, governance framework design, multi-channel communication management, legacy system audit, master template creation, cross-functional stakeholder alignment, compliance integration, change management
Preferred skills
bilingual French and English, enterprise CMS expertise, smart form platform knowledge
Technologies
ServiceNow, DocuSign, Formstack, Salesforce, proprietary investor portals
Responsibilities
Own reporting framework for outbound investor communications across physical mailings, digital broadcasts, and portal announcements; Oversee end-to-end lifecycle of investor touchpoints including paper forms, PDFs, smart/web forms, and embedded guidance; Spearhead audit of legacy physical and digital assets to establish a single source of truth; Institutionalize master templates for shareholder communications and onboarding flows; Serve as primary liaison between Investor Experience, Legal, Compliance, and Product/Digital teams; Embed strict compliance gates into document and portal publishing workflows; Author and maintain operational playbooks for internal team interactions with shareholders
Seniority
Specialist, hands-on IC