Lead the development and execution of the Private Wealth content strategy across all owned channels.
Establish and protect the PWM editorial voice, ensuring consistency across social, web, video, and advisor-facing materials.
Develop content that aligns with quarterly themes (business priorities), and audience insights.
Create and manage the PWM editorial calendar, ensuring proactive planning and timely delivery. (Our objective is to work a quarter in advance of theme to create proactive content)
Provide editorial oversight for complex content, including wealth planning, tax, philanthropy, and advanced financial planning topics.
Content Creation & Storytelling
Write, edit, and shape multi-format content including articles, scripts, social posts, narratives, and advisor storytelling assets.