Content Strategist jobs

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Job Description:

The Private Wealth Strategist, part of Merrill’s Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill advisors and PWM management in the assigned territories. The role partners with Merrill Advisors in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships.

Core responsibilities

• Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients (This role does not have any specific client acquisition goals).

• Design, create and effectively deliver presentation pieces for client meetings and national events

• Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects.

• Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning.

• May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients.

• Assist with the retention of UHNW relationships.

Skills:

• Business Development

• Critical Thinking

• Oral Communications

• Presentation Skills

• Wealth Planning

• Active Listening

• Collaboration

• Customer and Client Focus

• Pipeline Management

• Written Communications

• Adaptability

• Attention to Detail

• Issue Management

Desired Skills:

• 7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals

• Strong Tax, legal research and writing skills

• Series 7 & 66 or the ability to obtain these within 120 days

• Proficiency in Microsoft Office Suite (including Word, Excel, and PowerPoint) and Brentmark Estate Planning Tools (aka NumberCruncher)

Minimum Education Requirement:Law degree required

Essential Responsibilities:

• Develop clear objectives and priorities within content design to deliver results and meet organizational goals
• Influence decision-making at the senior leadership level
• Perform the most highly complex work assignments using domain knowledge and extensive business expertise
• Develop and deliver innovative content design strategies that enhance user experience and benefit customers and/or clients
• Lead major business projects which impact the content design unit or the product function
• Design, evaluate, and select process, product, and service improvements based on thorough understanding of business needs and industry trends

Expected Qualifications:

• 8+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

Our Benefits:

Any general requests for consideration of your skills, please

Essential Responsibilities:

• Perform work assignments using specialized content design knowledge and developed business expertise
• Lead projects and/or programs within content design family with moderate scope impacting function or sub-function
• Analyze, evaluate, and make decisions within general parameters under broad supervision
• May act as a subject matter resource for entry level and developing colleagues

Expected Qualifications:

• 3+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Additional Responsibilities:

• Plan and write UX content for web and app experiences (across all touchpoints including navigation and user interface copy, emails, push, and in-appnotifications).
• Collaborate with design on page layout, interactions, and visual tone.
• Use data-driven insights about experience gaps and customer pain points to brainstorm and build proposed experience solutions.
• Develop content strategies that align stakeholders and drive meaningful solutions.
• Use data and research to evaluate your content’s impact, and push for continuous improvement that shows tangible results.

Preferred Qualifications:

• 6+ years relevant work experience writing web and app content.
• Excellent, highly creative writing and critical-thinking skills.
• Experience working with content standards, such as style and voice and toneguidelines.
• At ease managing multiple projects, setting stakeholder expectations,working individually, andcollaborating across teams.
• Experience in financial services, payments, B2B or B2C e-commerce ispreferred.
• Bachelor’s Degree or equivalent in English, Journalism, Communications, Marketing, Design,Information Science orrelated fieldpreferred.

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

Our Benefits:

Any general requests for consideration of your skills, please

Essential Responsibilities:

• Perform work assignments using specialized content design knowledge and developed business expertise
• Lead projects and/or programs within content design family with moderate scope impacting function or sub-function
• Analyze, evaluate, and make decisions within general parameters under broad supervision
• May act as a subject matter resource for entry level and developing colleagues

Expected Qualifications:

• 3+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

Belonging at PayPal:

Any general requests for consideration of your skills, please