Field Communication Associate - Wealth Management Field

About the role

We’re seeking someone to join our Wealth Management Field Communications team as a Communications Associate to support the development and execution of internal field communications that drive awareness and engagement of programs and initiatives for Wealth Management Field employees.

Responsibilities

• Develop and edit content for internal platforms and channels (e.g. articles, talking points, field notifications), delivering via a range of methods, including internal websites, direct emails, and leadership meetings
• Ensure accuracy, clarity and consistency of communications to amplify strategic key messaging and broader business objectives
• Maintain familiarity with the Wealth Management project portfolio and related release schedules to support communication planning and coordinated implementation of initiatives
• Leverage AI, measurement tools and apply best practices to enhance processes, extend reach and readership, and improve delivery methods and frequency
• Partner with technology and key business stakeholders to quickly draft and distribute urgent communications
• Collaborate on special projects including creating and maintaining reports and contributing to the overall Field communication strategy
• Continually look for ways to meet and exceed key business priorities, factoring in team/department priorities

Requirements

• Excellent written and verbal communications skills with attention to tone, clarity, and detail
• Strong interpersonal collaboration and team skills including working with cross-functional teams, proven flexibility, adaptability and reliability
• Detail-oriented with the ability to manage multiple deliverables
• Self-motivated and able to work independently or within a team environment
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Comfort using AI tools and digital platforms to streamline workflows and enhance productivity
• Familiarity with AP writing style

Qualifications

• At least 2 years of relevant experience with a bachelor’s degree in communications, Marketing, Media, related field, or 5+ years equivalent writing or industry experience
• General understanding of the Financial Service industry is a plus