Product reporting support:** Provide executional support across Content Marketing including insight and presentation updates, proofreading and client reporting.# **Minimum Qualifications*** Bachelor's degree in marketing, communications or related field* 5+ years writing and production experience in financial services, asset management, wealth management or a similar regulated B2B environment* Strong writing, editing, proofreading and fact checking skills* Solid familiarity with investment products (ETFs, mutual funds/CITs, SMAs, model portfolios) and ability to translate technical investment content for advisor/client audiences* Demonstrated experience managing editorial versioning, approvals and content repositories with high attention to detail* Understanding of major audiences across wealth & retirement inclusive of RIAs, Banks, Broker Dealers, Wirehouses etc.* Excellent written and verbal communication & collaboration skills* Practical experience preparing materials for compliance/legal review and implementing regulatory edits* Strong project-management skills: ability to juggle multiple assets, deadlines and stakeholders# **Preferred Skills and Tools*** Experience with a CMS, marketing automation platform (Seismic/HubSpot/Marketo), Salesforce familiarity, and basic SEO knowledge* Familiarity with Morningstar, Bloomberg, FactSet, or other investment-research tools# **Success Measures*** Assets delivered on time and in publication ready form for Distribution and campaign use* Low rate of compliance/legal rework due to factual or formatting issues* Clean, consistent versioning and repository management — quick retrieval and minimal ambiguity about latest assets* Positive feedback from team on clarity, turnaround, and execution quality**Compensation Pay Range:** This position offers a competitive base salary range of $130,000–$150,000, commensurate with experience and qualifications. Additionally, this role supports ongoing product reporting and maintenance of core deliverables.# **Key Responsibilities*** **Writing & production (primary):** Draft, revise, and finalize content to meet Distribution and campaign objectives including: research articles, market insights, presentation decks, product narratives, video scripts, email copy, web copy, etc.* **SME coordination:** Work with portfolio managers, analysts, and investment partners to gather source materials, verify facts, request charts/performance tables, and iterate drafts with SMEs.* **Compliance & approvals:** Prepare and submit materials to Distribution Compliance; working in close partnership to implement required edits, and manage process end-to-end through to publication.*