Senior Investment Writer
$130,000–$155,000 year
HybridCharlotte, North Carolina, United States or Milwaukee, Wisconsin, United States
Job Summary
Lead the creation of high-quality thought leadership content, including articles, whitepapers, videos, and podcast scripting aligned to firm priorities. Translate complex market views and portfolio strategies into clear investment insights for client audiences while partnering with Investments, Sales, Product, and Compliance teams. Develop content supporting key campaigns on ETFs, direct indexing, and tax-aware investing, ensuring all material is accurate, compliant, and optimized for SEO/AEO best practices. Contribute to editorial planning and integrated campaign development, incorporating field feedback to improve relevance and effectiveness. This role is part of the Content Marketing team in a hybrid model, reporting to the Director of Thought Leadership.
Required Qualifications
- 10+ years of experience in investment writing, financial journalism, or investment content strategy within asset management or financial services
- Exceptional writing, editing, and storytelling skills with the ability to simplify complex topics without sacrificing accuracy
- Experience in developing thought leadership for institutional, wealth, or intermediary audiences, and specifically demonstrated experience writing on subjects: U.S. ETFs and portfolio construction, Direct indexing / SMAs, Tax-aware investing and investment tax implications
- Strong understanding of capital markets, investment strategies, and asset allocation
- Strategic thinker with the ability to connect content to business outcomes and client needs
- Highly collaborative, with experience working across investment, marketing, and distribution teams
- Demonstrated use of artificial intelligence to drive innovation and productivity
- Detail-oriented with a strong focus on quality, accuracy, and compliance
- Strong knowledge of Microsoft Office (PowerPoint, Word, Excel)
- Required to work in-office 4 days per week
- Location(s): Charlotte, NC, or Milwaukee, WI
- Applicants must be legally authorized to work in The United States without sponsorship now or in the future
Desired Qualifications
- Experience supporting go-to-market campaigns or product launches
- Familiarity with SEO, digital content optimization, and AI-assisted content workflows
- Relevant certifications (e.g., CFA, CAIA, Series 7 license or progress toward designation)
- Experience in helping to support organizing activities in both physical and digital environments
- Flexible, open-minded, proactive and cooperative personality
- Structured work style, be confident working autonomously but like to be part of a team
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