Boldin · 4 days ago
Senior Content Strategist/Editorial Lead
Boldin is a comprehensive financial planning platform that helps people understand their financial picture and make smarter decisions. The Senior Content Strategist/Editorial Lead plays a critical role in ensuring Boldin’s content is clear, helpful, current, and discoverable across various channels.
Financial ServicesFinTechRetirement
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
KPIS + Targets
Growth in SEO arrivals
Growth in AI-driven arrivals and successful discovery
Newsletter open rates, click-through rates, and retention
Effective content support for social, video, and email efforts
Improved performance of refreshed and updated content
Qualification
Required
3+ years of experience in content, editorial, or content marketing roles
Strong understanding of personal finance (retirement planning, investing, taxes, Social Security, etc.)
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
Preferred
CFP® certification strongly preferred (or active pursuit of certification)
Benefits
Competitive salary
Opportunities for professional growth and development
Company
Boldin
Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content.
Funding
Current Stage
Growth StageTotal Funding
$32.62MKey Investors
Allegis Capital
2024-03-27Series A· $20M
2024-02-12Series Unknown· $10.42M
2022-03-18Series A
Leadership Team
S
Steve Chen
CEO
Recent News
2025-09-02
msivfund.com
2025-09-02
2024-06-05
Company data provided by crunchbase