Marketing Content Writer, Advisor Marketing
Current- Create and edit client-facing financial services content in a fast-paced, news-focused work environment
- Pioneered GenAI integration in marketing by serving as the sole representative from the Advisor Marketing vertical in the department's AI pilot program. Spearheaded daily AI-driven content creation, researching.
- Developed comprehensive presentation for the VP of Advisor Marketing to present at CFN national conference, educating financial advisors on leveraging GenAI in marketing
- Conceive, pitch, research, write, and edit monthly Article of Interest on various financial topics for advisors to distribute to their clients
- Liaise with and interview subject-matter experts (SMEs) company wide to create client-facing marketing content, including articles, brochures, email communications, and press releases
- Edit, repurpose, and repackage existing B2B content for a B2C audience