Location: New York, NY, United States

As part of the Field Communications team, youll translate complex financial, operational and regulatory topics into clear, actionable messaging and partner with stakeholders across the business to develop, edit and distribute daily communications to advisors and leaders.  

 

This role is critical to ensuring advisors have timely, accurate information to better serve clients. Youll help deliver communications end-to-end  content development, presentation support, distribution and engagement tracking  while advising partners on the best approach, channel and tone for each message. 

 

Our team helps build a diverse and winning culture where all employees feel connected and engaged toward one common goal: helping clients make the most of their money, so they can make the most of their lives.  

 

Main responsibilities: 

• Write, edit and publish advisor-facing communications, including time-sensitive updates tied to market, product, operational and regulatory changes
• Serve as a strategic partner to business stakeholders to ensure consistent voice, accuracy and clear calls-to-action across channels
• Plan and execute field-facing town halls and leadership updates: run-of-show, speaker prep, rehearsal coordination and post-event recaps
• Manage communications intake, prioritization and approvals to meet daily deadlines and urgent requests
• Track and report engagement (e.g., opens/clicks, intranet views, attendance) and recommend improvements to targeting, timing and format
• Build strong relationships with cross-functional partners (e.g., Compliance, Product, Operations, Marketing) to ensure communications are accurate and aligned

Qualifications: 

• 35 years of communications experience, including writing/editing for internal audiences
• Excellent writing, editing and executive messaging skills; strong command of AP style (or equivalent)
• Demonstrated ability to translate complex/technical topics into clear, actionable messaging
• Proven ability to manage multiple stakeholders and deliver under daily deadlines
• Advanced PowerPoint skills; strong working knowledge of Word and Excel
• Must be able to produce urgent communications on demand

• Bachelor's degree required

   

 

 Preferred qualifications, capabilities, and skills: 

• Financial services experience; familiarity with advisor/field organizations 
• Experience measuring and optimizing internal communications performance

Join our field communications team and make an impact. We are seeking a creative, organized, and detail-oriented communicator to help engage our advisor community and execute communications across our advisor-based investment channels, including in-branch advisors.