Title: Enterprise Content Management Consultant (Remote (EST) -ideally near NYC)
Job Description:
Duration: 2 months to start with potential for extension
Location: Remote (EST)
***Due to client requirements this role is only open to USC or GC candidates***
Role Overview
The Content Creator/Consultant is responsible for producing high-quality, field-facing content using tools like Canva with a primary focus on Instagram, field web, Facebook and LinkedIn. This role combines creative content development with production operations, ensuring all assets are brand-aligned, compliant, optimized for social engagement, and ready for agent use.
Working within established content frameworks, the consultant will manage high-volume social content production, contribute to Canva template ecosystems, develop content documentation, and oversee content workflows from creation through compliance approval and publishing. The ideal candidate is highly organized, AI-savvy, and experienced creating engaging financial literacy and financial wellness content within a regulated environment.
Engagement: The selected consultant is expected to be fully available during normal working hours (9-5pm ET, Monday throug Friday)
Scope of Work
Primary responsibilities include:
- High-volume production of social content, including posts, carousels, templates, AI-assisted animations, and short-form video content
- Develop of content guides, starter kits, documentation, SOPs, and workflow resources
- Manage of social content production workflows, including coordination of compliance approvals and publishing to internal content libraries
- Create, maintain, and optimize of Canva templates and asset libraries
- Ongoing support of content production cadence and compliance cycles
- Research social media trends, platform algorithms, and best-performing content formats
- Utilizie AI tools such as ChatGPT, Copilot, Claude, Canva AI, and approved internal technologies while applying human review and fact-checking to ensure quality and compliance
Key Responsibilities
- Create engaging social media content including posts, carousels, graphics, Canva templates, and visual assets
- Produce multiple content variations for DBA and Non-DBA agents
- Translate messaging frameworks and content strategies into ready-to-publish assets
- Build and maintain Canva Enterprise templates, asset libraries, and reusable design systems
- Develop content guides including Getting Started, Setup, and General Market resources
- Partner with Creative, Brand, Compliance, and Digital Enablement teams to review, refine, and finalize content
- Manage production workflows, timelines, approvals, and publishing logistics
- Proofread, format, and adapt content to meet brand, compliance, and platform standards
- Support major content initiatives, launches, and ongoing social media production
- Maintain organized documentation of project status, workflows, and completed deliverables
- Collaborate with the manager and cross-functional stakeholders to ensure timely execution of priorities
Active Projects
- Instagram content packages
- Multiple content versions for DBA and Non-DBA agents
- Canva template ecosystem and asset libraries
- Content guides (Getting Started, Setup, General Market)
- Content production workflows and execution
Required Skills
- Expert-level Canva experience, including template creation, social media design, and project management
- Strong content creation, digital design, and copywriting skills
- Experience managing high-volume content production in fast-paced environments
- Familiarity with compliance processes, preferably within regulated industries such as financial services, insurance, or healthcare
- Financial literacy and experience creating financial or educational content
- Knowledge of social media best practices, platform algorithms, and emerging trends
- Experience using AI tools including *ChatGPT, Microsoft Copilot, Claude, Canva AI, or similar technologies, with the ability to apply *human judgment and fact-check AI-generated content
- Strong organizational skills with experience managing multiple projects and production deadlines
- Proficiency in Microsoft Office Suite
- Excellent attention to detail and commitment to brand consistency
- Research, critical-thinking and problem-solving skills
- Minimum of 3 years experience creating thought-leadership content ideally in the financial services space. Looking for someone with a familiarity with most popular and common financial education topics and themes.
- Portfolio is required and needs to be easily assessable.
Preferred Qualifications
- Experience working within financial services, insurance, or other regulated industries
- Experience developing scalable content systems, templates, and documentation
- Ability to balance creativity with operational execution and process improvement
- Experience collaborating across cross-functional marketing, creative, compliance, and digital teams
