Senior Financial/Wealth Writer

POSITION SUMMARY:

 

The Senior Wealth Writer/Editor leads the development of sophisticated, compliant, and compelling content within the wealth management and financial services space, as well as the insurance space. This role blends high-level editorial judgment with subject-matter expertise in investing, financial planning, retirement, estate planning, and broader wealth strategy topics relevant to a wide range of B2C and B2B audiences.

 

The ideal candidate is an experienced storyteller who understands affluent and high-net-worth audiences, can translate complex financial concepts into clear and engaging narratives, and thrives in a fast-paced content marketing agency environment.

 

For consideration, candidates must have a strong background specifically in wealth/financial writing and must be able to supply a portfolio/work samples with examples of financial writing.

 

We are open to either a Senior Writer/Editor or an Associate Creative Director position dependent upon the candidate and level of experience.

 

ESSENTIAL FUNCTIONS:

 

• Write and edit long- and short-form content including but not limited to thought leadership articles, white papers, articles, executive thought leadership and bylines, website copy, social content and video scripts.
• Collaborate with strategists to align content to client business goals and audience personas.
• Identify, onboard, and manage freelance writers with financial expertise.
• Review, edit, and refine freelance submissions to ensure strategic alignment, quality, and compliance readiness.
• Develop brand and product expertise with new and existing Pace financial services clients
• Understand the impact of AI on web search, and apply best practices to work for findability through chat queries
• Actively participate in brainstorm and ideation sessions
• Create presentation slides for ideas, outlines and assets
• Present creative work internally and externally
• Collaborate cross-functionally with Art, Video and Strategy peers
• Work with client service partners to receive, understand and revise against client comments on deliverables

 

JOB QUALIFICATIONS:

 

Education:

 

Bachelor’s Degree in English, Marketing, Communications, Finance or a related field, or equivalent education and related training

 

Experience:

 

5+ years of experience as a financial writer in a fast-paced environment. Agency or in-house content team experience preferred.

 

Skills:

 

• Exceptional writing and editing skills and a high attention to detail
• Strong interviewing and storytelling skills
• Accurate and thorough research skills, whether using client-provided materials or conducting desk research
• Excellent communication skills, including client-facing public speaking and internal public speaking confidence
• Self-motivated team member who can take direction and work independently or collaboratively
• Deep understanding of the emotional and tactical needs for target audiences, channels and platforms
• Ability to absorb “The Strategic Why” presented in briefs and create work that solves for that need and aligns with brand objectives and brand identity

• Proficiency with Microsoft Office

• Proficiency with Figma software suite and experience with Adobe Creative Suite are a plus.

 

WHAT WE OFFER:

• The salary for this position will range from $65,000-$75,000 for a Senior Editor role in a non-major metro ($85,000-$95,000 for major metros) and $80,000-$90,000 for an Associate Creative Director in a non-major metro ($100,000-$110,000 for major metros) depending on experience, education, geographical location, and other factors.
• A full suite of benefits is available following one full month of employment including medical, dental, vision, 401(k) with profit sharing, and other ancillary benefits. We even have a Life Balanced Account where you can get reimbursed for things like groceries or a haircut (yes, really!)
• PTO: Vacation, Recharge, Safe & Sick Time, Flexible Holidays + 10 standard paid holidays and a paid Day of Service
• Free financial wellness and planning and a robust EAP
• Additional fun perks for local employees to our NC office, like free tickets to the NC Zoo, Greensboro Grasshoppers baseball games, Greensboro Gargoyles hockey games, food trucks, and more!

 

ABOUT PACE