Content Team Lead

You are a multidisciplinary creative who brings ideas to life through powerful storytelling, high-quality production, and a deep understanding of audience psychology. You think like a strategist but create like a craftsperson, blending narrative, visuals, tone, and emotion into content that resonates, educates, and inspires trust.

You move fluidly between big-picture brand thinking and hands-on production. One moment you’re concepting a campaign theme or messaging framework; the next, you’re refining copy, shaping a narrative, polishing a presentation, or shooting a podcast with the research team because there was a giant market move. You take pride in creating content that is both beautiful and effective.

You see content as an experience. You understand how stories travel across channels, from website to video to social to email to advisor materials and how each touchpoint shapes the perception of the brand. You create with intention, clarity, and emotional intelligence.

You’re endlessly curious, always learning, and constantly seeking ways to elevate the craft. You explore new formats, experiment with creative approaches, and stay attuned to industry trends. You are comfortable navigating compliance while preserving creativity and you understand how to simplify complexity for audiences.

Most importantly, you are energized by making ideas tangible. You love building things, decks, guides, scripts, narratives, campaigns and you bring both creative excellence and production discipline to every project.

Responsibilities

Creative Development & Design

• Lead the concepting, design, and production of all marketing deliverables including both print and digital assets like presentations, social posts, brochures, email graphics, video content, infographics, one-pagers, and internal collateral.
• Design polished and on-brand PowerPoint decks, pitch materials, advisor presentations, sales enablement content, and event materials.
• Own the look and feel of the brand across all platforms, maintaining consistency and high visual standards.

Content Production & Video

• Manage pre-production and post-production for all video and podcast content.
• Storyboarding
• Scripting
• Filming coordination
• Editing
• Graphics, overlays & motion design
• Distribution across channels (YouTube, website, social, email, and app)
• Use Riverside, Adobe, and other tools to produce clean, professional videos aligned with our brand identity.

Website, Email & Multi-Channel Content

• Create and manage content for WordPress, including blog posts, landing pages, event pages, and visual content.
• Build and design segmented email communications using Salesforce, ensuring brand alignment and deliverability best practices.
• Support campaign execution by producing assets for multi-channel initiatives (email, website, social, PR, events).

Social Media & Digital Presence

• Develop and execute social media content that aligns with brand strategy and compliance requirements.
• Create graphics, short-form videos, and visual assets for LinkedIn, Instagram, X, YouTube, and other platforms.
• Work closely with the Marketing Manager to support campaign planning and distribution.

Sales Enablement & Content Library Management

• Build and maintain a comprehensive content library of brand assets, templates, and resources.
• Produce sales enablement materials such as product sheets, advisor toolkits, case studies, fact sheets, and client-facing visuals.
• Ensure all content is organized, accessible, and aligned with brand standards.

Cross-Functional Collaboration

• Work closely with the Marketing Director and Marketing Manager on high-visibility campaigns and firm-wide initiatives.
• Collaborate with advisors, research teams, and leadership to produce on-brand content.
• Support event design needs including signage, agendas, presentations, welcome packets, and digital displays.

Required Skills & Tools

Design & Creative Tools

• Adobe Creative Suite: Photoshop, Illustrator, InDesign, Premiere Pro, After Effects
• Figma (design systems, templates, UX layouts)

Video & Production (Nice to have)

• Riverside (recording & remote capture)
• Adobe Premiere Pro
• Adobe After Effects

Digital & Marketing Tools

• WordPress or other CMS ( Contentful, Webflow, Framer)
• Salesforce (email templates, segmentation, campaign builds)
• Microsoft 365: PowerPoint, Word, Teams, SharePoint

Preferred Tools & Experience

• SEO tools (SEMrush or Yoast)
• Social scheduling tools (Hootsuite / Sprout Social)
• Confluence, Asana/Jira for project workflows

Qualifications

• 3-5 years in content creation, design, or creative marketing roles (financial services experience is a plus but not required).
• Strong visual design skills with an impeccable aesthetic and understanding of color theory and the difference between CMK and RGB
• Experience producing videos, motion graphics, and polished presentations.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Strong storytelling skills, able to translate complex topics into clear, engaging content.
• Strong understanding of brand consistency, audience psychology, and content strategy.
• A portfolio demonstrating a range of design, video, and creative work.

Success Looks Like

• A polished, cohesive brand experience across all channels.
• High-quality creative assets delivered on time and on strategy.
• A fully built-out content library the firm relies on daily.
• Increased social and digital engagement driven by compelling content.
• Videos, presentations, and marketing materials that elevate advisor impact and client perception.
• Marketing deliverables that are modern, innovative, and aligned with firm goals.