Marketing Content Manager

About the Role

Key Responsibilities

• Develop content that supports the full client journey—from prospecting and onboarding to education and long-term engagement.
• Translate technical topics such as tax planning, retirement strategies, estate planning, and investments into accessible, engaging narratives for various audiences.
• Ensure all content reflects a deep understanding of client needs and the firm's client experience standards.
• Partner with advisors and internal experts to gather insights, source ideas, and validate accuracy.
• Collaborate closely with the Client Experience team to align content with service delivery moments, onboarding, and retention strategies.
• Work hand-in-hand with the Marketing Services team (graphic designers, digital specialists, and project managers) to develop polished, on-brand deliverables.
• Actively contribute to brainstorming sessions and creative planning efforts across teams.
• Produce and refine brochures, sales presentations, client-facing one-pagers, pitch decks, web copy, and educational resources.
• Help maintain a centralized library of up-to-date marketing materials.
• Support firmwide initiatives with content contributions, including campaigns, events, and thought leadership.

Requirements

• 3+ years of experience in wealth management, financial planning, or advisory services.
• FINRA Series 65/66 or CFP® designation (active or lapsed) is highly desired.
• Strong writing and content development skills, with a clear ability to simplify complex financial information.
• Interest in and openness to learning new skills in marketing, communication strategy, and client experience.
• Highly collaborative with excellent communication and stakeholder engagement skills.
• Proficiency with Microsoft Office and cloud-based collaboration tools (e.g., Google Workspace).
• Prior experience contributing to marketing teams or projects.
• Familiarity with creative production workflows (design, review, approvals).
• Knowledge of digital marketing best practices (SEO, email marketing, CMS).
• Comfort translating technical content into clear, benefit-driven messaging.
• Organized, resourceful, and able to balance creativity with accuracy and compliance.
• Motivated to grow with a firm that values both subject matter expertise and innovative communication.

Nice to Have

• Experience with digital marketing tools and strategies.
• Knowledge of financial concepts such as tax planning, estate planning, and investments.
• Experience with content management systems (CMS).

Benefits & Perks

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks (PTO)
• Paid Parental Leave
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program