Specialist, Investor Experience Content and Governance
Core
Architect and own the operational backbone for investor content creation, review, approval, and deployment 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, and portal content
Domain
Financial services / Capital markets
Required skills
process mapping, governance framework design, multi-channel communication management, CMS management, smart form logic governance, cross-functional stakeholder alignment, risk control integration, change management, legacy asset audit, taxonomy definition
Preferred skills
bilingual French and English, enterprise workflow platform expertise (ServiceNow, DocuSign, Salesforce)
Technologies
ServiceNow, DocuSign, Formstack, Salesforce, CMS, digital self-serve portals
Responsibilities
Own reporting framework for outbound investor communications across physical and digital channels; oversee end-to-end lifecycle of investor touchpoints including paper forms, PDFs, and smart web forms; spearhead audit of legacy physical and digital assets to establish source of truth; institutionalize master templates for shareholder communications and onboarding flows; serve as primary liaison between Investor Experience, Legal, Compliance, and Product teams; embed compliance gates into document publishing workflows; author and maintain operational playbooks for shareholder interactions
Seniority
Specialist, hands-on IC
