Senior Investments Content Strategist

Citi • New York, NY

4d • $163,600 - $245,400 • Hybrid

About The Position

Citi Wealth is seeking an exceptional Senior Investments Content Strategist to join the Content & Client Engagement team. This is a senior, strategic role at the intersection of investment expertise, multi-format content production, and client communication. The role requires a recognized authority in investments content strategy with deep knowledge of the wealth management investment landscape, a sophisticated understanding of how complex financial strategies are positioned and communicated across formats, and the credibility to operate at the most senior levels of a large, global organization. The strategist will follow the latest developments in their field closely and adapt them with speed and intelligence to the demands of the business. The remit spans the full breadth of Citi Wealth's investment product portfolio, from equities and fixed income to multi-asset strategies and alternative investments. The individual will understand how a sophisticated investment idea needs to be expressed differently depending on the audience and format, moving between formats with fluency and high standards. The role involves partnering with senior members of Citi Wealth's global and regional marketing and investment leadership to develop integrated content strategies that bring the firm's investment capabilities to life across written, video, audio, event, and digital formats. The strategist will act as the connective tissue between investment teams, product, legal, compliance, and the broader content function, ensuring clarity, precision, and genuine differentiation in communication. The role requires a dual metabolism: responsive and fast when markets move, and meticulous and considered when developing flagship collateral and quarterly programs. Understanding that in a regulated financial environment, every word and every frame carries weight is crucial.

Requirements

• 10+ years of experience in the financial services industry, with a specific focus on wealth management or asset management content strategy, collateral development, and program execution across multiple formats.
• Deep, practical knowledge of investment content development within a wealth management or asset management structure, including regulatory, compliance, and operational frameworks.
• Solid working knowledge of equity, fixed income, and multi-asset class financial products across Citi Wealth's investment product portfolio, with the ability to translate complex strategies into clear, compelling content.
• Proven experience developing and producing investment content across multiple formats (written collateral, video, audio, live events), with an understanding of each medium's demands.
• Proven ability to develop and execute integrated content strategies across a global, matrixed organization, managing multiple stakeholders, competing priorities, and complex approval processes.
• Excellent interpersonal, written, and verbal communication skills, with the ability to communicate and influence at multiple seniority levels.
• Strong analytic acumen and a results-driven orientation, with experience setting measurable content objectives, tracking performance, and using data to inform decisions.
• Exceptional organizational skills and the ability to manage a high-volume, deadline-driven program of work across multiple content formats.
• A proactive approach to process improvement, identifying inefficiencies, recommending solutions, and implementing changes.

Nice To Haves

• Experience with alternatives content (hedge funds, private equity, private credit, or real assets) within a wealth management or private bank context.
• Hands-on experience producing or closely overseeing video, podcast, or live event content within a financial services environment, including understanding of production workflows, vendor management, and compliance considerations.
• Familiarity with AI-assisted content production, marketing automation, and digital analytics platforms.
• International content experience – developing and adapting materials across multiple markets, regulatory jurisdictions, and cultural contexts.
• MBA or relevant graduate degree preferred.

Responsibilities

• Partner with senior members of Citi Wealth's global marketing and regional marketing leads to develop integrated content strategies and campaigns aligned with business and marketing plans across the full spectrum of Citi Wealth's investment product portfolio.
• Bring a strategic, audience-first perspective to every brief, ensuring investment content is grounded in client needs, competitive positioning, and the prevailing investment landscape.
• Stay attuned to the latest trends in investment content strategy, wealth management communication, and financial services storytelling, adapting best practices for Citi Wealth's global content program.
• Contribute to strategic planning processes, applying analytic acumen and a results-driven orientation to priority setting, resource allocation, and performance evaluation.
• Drive the development of clear, compelling capabilities messaging that articulates Citi Wealth's investment offerings and overall investment management value proposition with precision and authority.
• Ensure investment messaging is consistently differentiated, intellectually rigorous, and aligned with the firm's brand and communications standards across all formats and markets.
• Develop and maintain a deep understanding of Citi Wealth's investment strategies across asset classes (equities, fixed income, multi-asset, and alternatives) and translate that understanding into accurate, engaging, and compliant content across written, visual, audio, and experiential formats.
• Lead the development of client-facing and educational content across written collateral (whitepapers, brochures, capability overviews, fact sheets, sales decks), video content (investment outlooks, expert interviews, explainer series, social edits), audio content (podcasts, recorded commentaries), and event/experiential content (panel programmes, conference presentations, client experience activations).
• Work closely with Citi Wealth's investment teams, product, legal, compliance, and the broader content and production team to ensure all output is technically accurate, appropriately approved, and produced to the highest standard.
• Apply editorial rigor and audience intelligence to all content scales, from short-form to long-form video series or keynote conference programs.
• Understand the specific demands of each format and match Citi Wealth's investment stories to the right medium.
• Manage global compliance coordination for Citi Wealth investment product launches, including training materials, after-sales support content, and digital channel maintenance.
• Ensure all product launch content activity is planned, coordinated, and executed with diligence, on time, fully approved, and audit-ready.
• Maintain comprehensive legal and compliance approval records for all content materials.
• Manage the standard reporting process across Citi Wealth's investment strategies, including Portfolio Manager commentaries, monthly and quarterly fact sheets, sales deck updates, and investment review publications.
• Ensure recurring program deliverables (written, video, audio, event) are produced to schedule and standard through a well-managed production process with appropriate review and sign-off.
• Identify opportunities to improve, streamline, and modernize the reporting and program management process.
• Treat the measurement of content impact as a discipline, tracking performance against clear metrics across all formats.
• Evaluate content effectiveness in supporting business development and client engagement, tracking impact from engagement and event attendance to business pipeline contribution.
• Stay current with measurement tools and analytics platforms, adopting new approaches and improving performance intelligence.
• Present performance insights to senior stakeholders in business-relevant terms, connecting content activity to commercial outcomes and investment pipeline contribution.
• Operate with confidence and credibility at senior levels, navigating a large, complex, global structure with diplomatic skill and strategic intelligence.
• Serve as the primary investment content liaison between Citi Wealth's investment teams and key partner functions (marketing, ICG, Consumer, Internal Communications, PR), ensuring alignment and consistency.
• Guide, influence, and convince senior colleagues and external partners through well-reasoned, clearly communicated recommendations.
• Appropriately assess risk in all content decisions, considering the firm's reputation and safeguarding assets, adhering to policy, applying ethical judgment, and escalating control issues.

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior