Content Strategist [AQ-14106]

About the Opportunity

Step into a dynamic role within a specialized client solutions team at a leading financial services firm renowned for its client-centric approach and commitment to innovation. You will craft compelling narratives and strategic proposals that secure high-value client relationships and drive significant business growth, directly impacting the firm’s success and its ability to serve a sophisticated clientele. This role offers the opportunity to be at the forefront of client acquisition, leveraging strategic communication and organizational skills to develop world-class proposals and sales presentations. You will streamline the creation of powerful documents that differentiate the firm’s wealth management experience, enabling business growth leaders to secure and retain substantial assets.

Responsibilities

• Collaborate extensively with various internal stakeholders and cross-functional teams to gather essential information and align on strategic messaging.
• Develop a deep understanding of investor segments, services, offerings, and key market opportunities to inform proposal strategies.
• Lead the creation of compelling written proposals and storylines, working closely with field representatives and partners to secure business from high and ultra-high-net-worth clients and prospects.
• Distill complex financial information into clear, concise, and persuasive recommendations for proposals and presentations.
• Utilize and format content slides, integrating portfolio analysis reports to construct high-quality, impactful presentations that support business development efforts.

Requirements

• Bachelor’s degree with 2+ years of relevant professional experience.
• Demonstrated client-centric focus, consistently prioritizing client needs and aligning actions with service objectives.
• Proven ability to manage and format content, creating clear and high-quality presentations that achieve business objectives and engage stakeholders.
• Exceptional detail-orientation, superior organizational, and project management skills, with the ability to multitask and meet deadlines independently.
• Strong knowledge of offerings and services within a complex organizational structure.
• Demonstrated experience building robust relationships and collaborating effectively with cross-functional teams.
• Superior written and verbal communication skills, including the ability to synthesize data, develop cohesive business cases and recommendations, influence partners, and craft compelling storylines.
• Strong problem-solving abilities.

Preferred Qualifications

• 2+ years of experience in marketing communications, program management, sales operations, or client experience.
• Experience within the financial services industry.
• Ability to learn quickly and thrive in a complex, dynamic environment.
• Outstanding interpersonal skills, including the ability to work effectively with a diverse range of partners, a proactive, can-do attitude, and high adaptability.

Benefits

Eligible talent get access to amazing benefits, including:

• Subsidized health, vision, and dental plans.
• Paid sick leave.
• Retirement plans with a company match.
• Free online training through Aquent Gymnasium.