This role involves managing account openings and customer information, with future responsibilities in risk management and compliance.
About this role
FOLIO, a fintech company that offers AI-driven investment services, is hiring a Content and Report Creator for the content team of its Financial Strategy Department. The department plans and writes content for the services FOLIO is involved in, including the AI robo-advisor ROBOPRO, the SBI Wrap discretionary-investment platform and the ROBOPRO fund, with the aim of explaining them clearly to the public.
The work is design as much as production: the creator discusses with stakeholders what to say, at what level and how. It covers planning and writing customer-facing content on financial products such as investment reports, explainers, landing pages, columns and seminars; building the content strategy for new services from the planning stage; preparing explanatory material for financial-institution staff and sales representatives; and coordinating with colleagues in investment management, marketing, sales and outside partners.
The role is often involved early in projects and touches nearly every financial service FOLIO handles, with chances to work with marketers, designers and engineers from outside finance. Career paths include leading financial content strategy, product leadership or new-business launches.
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