Job Description

Responsible for creating the content strategy for Touchstone Investments. Develops and executes upon a detailed plan for the creation, management and promotion of engaging content in the form of product-related content (fund fact sheets and commentaries), sales presentations, events, email, webpages and similar. This strategy will support the business' sales goals by identifying the types of content that will help pursue those goals, and by tracking usage performance. The content is expected to both drive traffic to our online platforms, and sales teams, while providing value to customers and prospective customers. Proactively collaborates with internal customers/sales and product management to define and deliver business and/or project needs. Oversight responsibility for agencies, internal/external writers, videographers, voice-over artists and graphic designers to ensure that all content meets standards of quality, matches the in-house style guide, and is completed before the deadline. Serves as subject matter expert for content creation.

Responsibilities

What you will do:

• Content Strategy and Integration: Develop and manage a cohesive content strategy that aligns with Touchstone's brand and sales priorities. Partner with product, sales, compliance and marketing leaders to define messaging priorities and create impactful, compliant content. Work closely with the Digital Engagement Specialist (social) and Web Content Manager (web) to ensure consistent, integrated messaging across all channels. Oversee the creation, updates, and accuracy of quarterly product marketing materials including fund fact sheets, commentaries, and other core sales collateral.
• Email Strategy & Execution Lead Touchstone's email marketing strategy, execution, and measurement through Salesforce Marketing Cloud. Collaborate closely with Marketing Operations on the setup, deployment, and tracking of email campaigns and journeys. Develop targeted, compelling email journeys in partnership with sales and product subject matter experts, ensuring content aligns with key initiatives, product positioning, and advisor needs. Monitor campaign and journey results to identify trends, measure effectiveness, and inform data-driven optimizations. Continuously refine segmentation, creative approach, and cadence to improve engagement, conversion, and retention.
• Seismic Content & Learning Management: Serve as the primary business unit administrator for Seismic, managing both the content repository and Learning environments. Ensure Seismic content is organized, current, and easily accessible for internal teams and advisors. Partner with subject matter experts to plan, launch, and maintain Seismic Learning modules and educational programs that promote adoption and engagement.
• Collaboration & Project Leadership Direct writers, designers, videographers, and agencies to deliver timely, high-quality content. Partner with Legal, Compliance, and other internal stakeholders to ensure all materials meet brand and regulatory standards. Track performance metrics across platforms and recommend improvements to optimize content reach, engagement, and ROI.
• Other: Works independently to stay current on industry and marketing best practices. Stays informed of compliance regulations affecting content creation and distribution.
• Performs other duties as assigned.
• Complies with all policies and standards.

Qualifications

• Bachelor's Degree In marketing, journalism, communications, English, or a relevant field - Required
• Master's Degree In business, journalism, communications, English, or a relevant field - Preferred
• Typically requires 5+ years of experience producing and managing marketing content - Required
• Proven written communication skills with the ability to convey compelling and technical information to internal and external customers in a clear, focused and concise manner - Preferred
• Demonstrated Experience in content planning, project management, and performance measurement. - Required
• Demonstrated ability to effectively manage, interact and communicate with all levels of staff and management - Required
• Strong writing, editing and communication skills with a collaborative and organized approach. - Required
• Ability to conceptualize, develop and implement marketing content and campaigns in a variety of formats and media. - Preferred
• Knowledge and experience of the financial services industry, specifically asset management. - Preferred
• Knowledge of compliance standards and FINRA requirements for financial marketing. - Preferred
• Experience using Salesforce Marketing Cloud or a comparable marketing automation platform. - Preferred
• Proficient in Microsoft Office - Preferred
• Proficient in using content management and Learning systems (Seismic & Seismic Learning) or equivalent. - Preferred
• Proficient in using major social network business tools (such as LinkedIn) - Preferred
• Relevant securities designations (Typically, SIE, Series 7 and Series 24). - Preferred

Work Setting/Position Demands:

• Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.

Travel Requirements:

• 5% travel Client events and sales meetings