We are on a mission to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health. Our platform empowers financial advisors to learn about, build personalized strategies around, and invest in (previously inaccessible) private investments to help them grow their businesses and improve the outcomes of their clients.
The market for private investments is expected to grow by $2 trillion in the next decade but remains largely inaccessible to the majority of non-institutional investors. Our platform provides exclusive educational content, personalized guidance, bespoke investment options, and a streamlined investment process to help make these investments more accessible than ever before.
Financial education and analysis are often overwhelming and boring. It’s either packed with jargon, which makes the reader feel like they’re in over their heads from page one, or it’s so self-absorbed that it fails to convey how financial concepts impact the real world.
As our first content strategist, you will lead the development of a new style of financial education that provides investors with an easy-to-understand, exciting, and actionable approach to learning about and evolving their investment strategy.
You will establish our voice, tone, and style across the brand, working closely with the founders, product, advisory services, and the investment team. Through your writing and editing, you will craft an investor experience that is equal parts interesting, coherent, and differentiated across our articles (internal and external), software products, and videos.
Your day-to-day will include:
You are passionate about financial markets and investing and have a knack for making complex concepts easy to understand. You love breathing life and personality into your work and creating frameworks that result in engaging, approachable, and delightful educational and analytical content. You thrive in situations that are rife with uncertainty and enjoy collaborating with a diverse mix of experts and testing ideas quickly and iteratively to see what delivers the most value.