The Daily Upside

Wealth Management Industry Reporter

The Daily Upside New York, NY

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Patrick Trousdale

Patrick Trousdale

CEO at The Daily Upside

Who We Are

The Daily Upside is a fast-growing digital media company covering business, finance, economics, and investing. Our team of career journalists covers the events and forces shaping the global business climate with a passion for peeling back the layers of market-moving stories.


Our flagship newsletter has scaled from zero to ~1 million subscribers in less than three years and boasts an industry-leading 45% unique open rate. Patent Drop, our tech newsletter, reaches 70k+ technologists, engineers, and product strategists with differentiated coverage on the future of tech.


Our mission is to empower forward-thinking business leaders with a nuanced understanding of the subtext and underlying drivers shaping the economic outlook. We write in a manner that’s equal parts engaging and insightful and serve global business leaders looking to stay sharp on important trends.


Role Overview

Job Title: Wealth Management Industry Reporter

Location: Anywhere with a good internet connection (we are remote)


About the Role:

We are launching a newsletter focused on serving the wealth management industry. We are looking for an experienced journalist to join our team to spearhead the editorial vision and ongoing execution of this newsletter. The ideal candidate will have experience in B2B publishing and familiarity with the financial advisor ecosystem.


You will be responsible for creating compelling coverage of the financial advisor industry, including client-management best practices, investment trends, and unique and important industry news. Our value proposition will be unveiling interesting and important narratives instead of the rote commodity news that typically defines B2B publishing. The ideal candidate will demonstrate the ability to write with clarity, technical accuracy, and creativity.


The role will begin as a contract position with the intention to transition to full-time in ~4 months.


Responsibilities:

  • Work closely with leadership to refine the editorial vision for the product to differentiate us from existing editorial products.
  • Build and maintain a robust network of industry sources to create high-impact, enterprise journalism.
  • Own the ideation and execution of the 2x per week newsletter with high-quality editorial spanning industry news, practice management insights, and investing commentary
  • Work with our growth team to implement SEO strategies to drive traffic and reader engagement
  • Conduct interviews with industry thought leaders
  • Participate in industry conferences and elevate the awareness of our editorial in the wealth management ecosystem


Requirements:

  • Professional experience in B2B content writing, preferably in wealth management, financial advisory, and RIA publications
  • High attention to detail, strong writing skills, excellent time management, and multitasking abilities
  • Ability to tell data-driven stories
  • Experience applying brand voice and tone across assets while distilling technical information in a concise and effective manner
  • Proficiency in project management tools, communication platforms, and creative production suites


Benefits:

  • Competitive compensation (dependent on skills, experience, and competencies)
  • Work from anywhere with a good internet connection
  • Opportunity to work with a fun and passionate team and be a stakeholder in building something truly special in the media industry
  • Regular team outings (virtual or in-person)

Compensation for the role is commensurate with experience and depends on several factors, including a candidate’s qualifications, skills, competencies, and experience.


If you're an experienced writer, with the above-mentioned qualifications, we'd love to hear from you! Send us your resume and a brief message on why you'd be the perfect fit for this role!

  • Seniority level

    Associate
  • Employment type

    Full-time
  • Job function

    Writing/Editing, Business Development, and Analyst
  • Industries

    Advertising Services, Marketing Services, and Financial Services

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