Sr. Financial Writer – Wealth Management Marketing

Los Angeles, California | Contract

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Sr. Financial Writer – Wealth Management Marketing (Hybrid, 3 days onsite-Tues ,Wed ,Thurs.) 
12 months (possible extension)
Los Angeles, CA 90071 

Overview: 
The Senior Writer works independently on standardized/recurring assignments and under the direct supervision of more senior team members on complex projects, analyses, and tasks.

  • Updates content of existing print, email, presentation, or web communication materials with new information to reflect current tone, statistics and timeframes.
  • Writes original content by conducting necessary research and ensuring content aligns with the business goals and communicates the desired message.
  • Executes core content that may be leveraged through print and digital channels.

Primary responsibilities/essential functions:

  •  Revises and repurposes existing content.
  • Updates materials to reflect current tone, statistics and timeframes.
  • Ensures content adheres to corporate brand standards, style guides, and legal and compliance guidelines.
  • Recommends revisions to communications to ensure alignment with organizational tone and current industry practice.
  • Develops original content.
  • Collaborates with content stakeholders to understand and follow strategic direction, key objectives, and themes for content.
  • Researches statistical, product, audience, and other relevant information to successfully complete writing assignments. Utilizes online information, statistical databases, and research library.
  • May conduct interviews with senior business leaders and investment professionals.
  • Writes original content for communications, including, but not limited to, marketing materials, reports on markets and portfolios, articles, and topical pieces for various audiences.
  • Ensures content aligns with business goals, communicates the desired message to the intended audience, and adheres to corporate brand standards, style guides, and legal and compliance guidelines.
  • Translates content for delivery in multiple channels, utilizing the content management tool to develop individualized sets and elements and to tag for search engine optimization. May synthesize input from sources with diverse perspectives to create content representative of collective contributors; may provide rationale for content decisions to senior team members.
    -Liaises with other business groups. Collaborates with Marketing and other business groups on larger campaigns or initiatives to ensure alignment with project objectives. May serve as creative lead on development and distribution of broad communication efforts to update, educate and provide direction to regionally-specific associate populations.
    -Manages writing projects. Collaborates with others to guide process and ensure deliverables are completed in a timely manner. Ensures changes in content and schedules are communicated to the appropriate associates within the project work group and any other relevant areas. 

Qualifications & skills:

  • Bachelor’s Degree and 5 years of  writing experience in creative, corporate environment
  • Looking for digitally savvy candidates with a good understanding of digital tools and channels, such as social media, search and content marketing.
  • Ability to distill and synthesize complex ideas into clear prose.
  • Comfort with complex, data-heavy backup and analysis is a must.
  • Above average skills in Microsoft Excel and PowerPoint preferred.
  • Experience with Adobe Workfront would be helpful.
  • Knowledge of Multi-Asset Solutions, such as Separately Managed Accounts, Portfolio Construction and Models Portfolios 
  • Demonstrates strong detail orientation, process orientation, organizational, and multi-tasking skills; ability to effectively manage an unpredictable workload and meet established deadlines
    Demonstrates sound judgment in resolving matters of moderate complexity

  • Demonstrates an in-depth knowledge of multiple content channels
  • Demonstrates in-depth knowledge of financial and investment concepts

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