
Senior Content Strategist/Editorial Lead
Overview
Boldin is a comprehensive financial planning platform that helps people understand their financial picture, make smarter decisions with their money and time, and plan for the future with confidence.
Job Description
Boldin is a comprehensive financial planning platform that helps people understand their financial picture, make smarter decisions with their money and time, and plan for the future with confidence. With over $20M raised and strong momentum, Boldin is entering a pivotal phase of growth. This is an opportunity to join a mission-driven team and help shape the future.
Responsibilities
- - Own weekly newsletters for 3-4 different personas
- - Curate content for, write, edit, and publish newsletters that educate, inspire, engage, and build habits, improving open rates, click-through, and long-term subscriber engagement
- - Maintain and optimize our library of over 1,400 articles
- - Ensure accuracy and freshness of all published content
- - Add or refresh on page factors like snippets, internal and external links, video, meta data, etc. to increase discoverability
- - Edit to improve SEO and search everywhere factors
- - Create a content calendar and publish new content weekly
- - Identify keyword opportunities
- - Write articles, guides, explainers, and educational content for existing users
- - Inspire users with articles to help them actualize their dreams and live their best lives
- - Support content across channels
- - Consult on scripts and copy for video, social, emails, product surfaces, and education
- - Help ensure content consistency across formats and teams
Required Skills
- - Strong writer and editor with a deep understanding of personal finance
- - Strong personal finance knowledge and enjoy staying current on financial rules and best practices
- - Care deeply about accuracy, nuance, and consumer trust
- - Believe financial planning is about more than numbers—it’s about confidence, freedom, and self-actualization
- - Interested in self-improvement, habit-building, and helping people align money with meaning
- - Think about content as a product with measurable impact
- - Curious about how people discover information today—and how that’s evolving
- - 3+ years of experience in content, editorial, or content marketing roles
- - Strong understanding of personal finance (retirement planning, investing, taxes, Social Security, etc.)
- - CFP® certification strongly preferred (or active pursuit of certification)
- - Advanced knowledge of SEO and Everywhere Search, including: On-page optimization, Content structuring for AI discovery, Search intent and user behavior
- - Proven experience writing for a consumer audience
- - Experience owning or contributing to newsletters and performance metrics
- - Excellent writing, editing, and proofreading skills
- - Ability to collaborate across teams and formats
- - Comfort balancing editorial judgment with performance data
- - Prudent use of AI for content creation
Benefits
- - Competitive salary
- - Opportunities for professional growth and development
- - Inclusive hiring process
- - Diverse and inclusive culture
- - Reasonable accommodations for applicants with differing abilities
About the company
Financial confidence comes from more than just savings and investments. Our retirement planner provides you with decision-making strategies for every factor of your financial life.
All Job Openings at Boldin