Senior Strategist, Client Investment Communications in Charlotte, North Carolina
Posted 05/18/22


  • Top 25 U.S. digital financial services company committed to developing award-winning technology and services.
  • Named one of the top 3 fastest-growing banking brands in the U.S. in 2020.
  • Offers a full suite of products including mortgage lending, personal lending, and a variety of deposit and other banking products (savings, money-market, and checking accounts, certificates of deposit (CDs), and individual retirement accounts (IRAs), self-directed and investment-advisory services, and capital for equity sponsors and middle-market companies.
  • Where permitted by applicable law, must have received or be willing to receive the COVID-19 vaccine by date of hire to be considered.



  • Strong Executive leadership team investing in its talent and committed to developing people
  • Fast paced, highly collaborative, teamwork-oriented environment
  • Opportunity to drive change with a strong focus on process improvement in a high visibility role
  • Fantastic base salary of $105-120k + bonus potential and excellent benefits package



  • Create written content to be used in various formats (blogs, emails, social media, etc.)
  • Write regular reports and thematic reports on market events impacting different asset classes
  • Support the creation of a compelling investment outlook, content and education offering
  • Perform financial analysis on the market, sectors, ETFs, stocks and the economy
  • Develop databases (excel, etc.) integral to creating differentiated research
  • Explore ways to deliver content in creative, snackable ways by leveraging emerging technologies and digital interactions
  • Create and manage a calendar for content output
  • Lead strategy meetings with cross-functional partners
  • Participate in Investment Policy Committee meetings
  • Source digital conference speakers
  • Manage the digital conference process
  • Create and deliver presentations to all levels of the organization
  • Manage relationships with cross-functional teams
  • Maintain database for tracking the team’s KPIs
  • Update blog articles when needed
  • Maintain and liaise with compliance



  • 5+ years of experience in Financial Services Industry or investment research, banking or financial operations      
  • A strong background and/or interest in investment research & management and investment communications
  • A strong desire to educate individual investors
  • FINRA Series 7+ 66 licenses, or a CFA preferred
  • Strong spreadsheet skills. Must be advanced in MS Excel and MS PowerPoint.
  • Enjoy writing as much as building excel models
  • Ability to communicate in a simple but engaging way
  • A solid understanding of the brand image
  • Demonstrate strong knowledge of a wide variety of asset classes (stocks, ETFs, bonds, commodities, derivatives, among others)
  • Solid foundation in economics and macro drivers of asset markets
  • Highly detail-oriented, intellectually curious, and ability to multi-task
  • Self-motivated
  • Able to exercise independent thought and judgment and adapt to new tasks with little notice
  • Must have excellent communication skills, written and verbal

  • Employee Type: Direct Hire
  • Location: Charlotte, North Carolina
  • Category: Accounting and Finance
  • Date Posted: 05/18/22
Apply Today!
Apply Today!

Apply Today!

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