Content and Communication Manager

Posted 3 Days Ago
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Calabasas, CA, USA
In-Office
Mid level
Financial Services
The Role
Owns Morton Wealth’s content and communications strategy across brands, including editorial standards, HubSpot platform strategy, audience segmentation, email direction, AEO/GEO/SEO, podcast editorial quality, and advisor content. Partners with media consultants, manages content performance reporting, conducts communications audits, and ensures consistent, high-quality writing across channels.
Summary Generated by Built In

Morton Wealth is looking for a strategic, detail-oriented and creatively driven Content and Communications Manager to join our growing Marketing team. 


We are an RIA that manages roughly $3.5 billion in assets across 1300+ families.  Our investment approach is distinctly not “Wall Street”, as we are willing to look beyond traditional investments when alternative approaches more closely match our philosophy of risk management, true diversification and cash flow.  In addition to our unique investment approach, we offer comprehensive financial advice that aligns with traditional CFP education, as well as behavioral finance.


As our Content and Communications Manager, you will own the content and communications strategy for Morton Wealth and our sub-brands, setting the editorial direction that shapes how we present ourselves to clients, prospects and the broader industry.  You will oversee our HubSpot platform strategy, lead our AEO/GEO/SEO efforts, guide the editorial quality of our podcasts, and serve as the standard-bearer for writing quality across everything we produce. 


As this is a newly created role, the right person will have genuine opportunity to shape how it evolves over time, both in terms of the work itself and their own development within the firm.

What You'll Do

  • Set and execute the content and communications strategy for Morton Wealth and our sub-brands, including writing style guidelines and editorial standards.
  • Serve as the editorial authority for written work across the team, ensuring quality and consistency before content reaches senior leadership.
  • Own the HubSpot platform strategy - including segmentation, journey architecture, email content direction and audience targeting - and oversee the transition from outsourced to in-house management.
  • Lead AEO/GEO/SEO strategy across articles, newsletters, podcast show notes, website copy and advisor content.
  • Own the editorial quality of both Morton podcasts, including narrative arc, guest framing, scripting and storytelling standards.
  • Partner with outsourced consultants on earned media, advisor visibility, speaking placement and content performance reporting.
  • Conduct quarterly content and communications audits and translate finding into team action.

Who You Are

You are a strong writer and a strategic thinker who takes the craft of communication seriously, holds a high bar for quality across everything the team produces and is comfortable owning a content platform end-to-end. You see a newly created position at a growing firm as an opportunity to build something meaningful and are excited by the idea of growing into expanded responsibility over time.

What We're Looking For

  • At least three years of experience in content strategy, communications or a related field.
  • Hands-on experience with HubSpot or a comparable content marketing platform.
  • A working command of AEO/SEO principles and how to apply them across content formats.
  • Strong writing and editing skills, with a portfolio that demonstrates range and quality.
  • Experience in professional services or a similarly relationship-driven industry - wealth management experience is a plus, but not required.
  • Comfort managing both internal collaborators and outside vendors or consultants.

Schedule

Full time, 40 hours per week. In office Monday through Thursday, with flexibility for at-home deep-work days and pre-approved remote hours.

Our Offer

  • A newly created role with real opportunity to shape how it grows over time.
  • A collaborative, people-first culture where your development is taken seriously.
  • Competitive compensation, retirement and health benefits.

Skills Required

  • At least three years of experience in content strategy, communications, or a related field
  • Hands-on experience with HubSpot or a comparable content marketing platform
  • Working knowledge of AEO and SEO principles and their application across content formats
  • Strong writing and editing skills with a portfolio demonstrating range and quality
  • Experience in professional services or a similarly relationship-driven industry
  • Experience managing internal collaborators and outside vendors or consultants
  • Wealth management experience
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The Company
HQ: Calabasas, CA
Year Founded: 1981

What We Do

Morton Wealth is a registered investment advisor and wealth-management firm serving more than 1,200 families with roughly $3 billion in assets. Formed in 1981, it provides personalized wealth management designed to empower better investors and help families enjoy their lives. Its investment approach emphasizes risk management, true diversification, cash flow, and considering alternative investments beyond traditional Wall Street offerings for clients.

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