Copywriter

📌 Core Information

🔹 Job Title: Copywriter – Financial Services

🔹 Company: OLIVER Agency - North America

🔹 Location: New York, NY (Hybrid)

🔹 Job Type: Full-time, Hybrid (2-3x/week)

🔹 Category: Advertising & Marketing

🔹 Date Posted: April 24, 2025

🔹 Experience Level: Mid-level (4-5 years)

🔹 Remote Status: On-site/Hybrid

🚀 Job Overview

Key aspects of this role include:

• Supporting key initiatives for a top-five investment bank’s social media expansion
• Crafting compelling narratives and collaborating with cross-functional teams
• Maintaining brand consistency while optimizing content based on performance metrics
• Working in a fast-paced, high-volume environment

ASSUMPTION: This role requires a versatile storyteller and copywriting expert who can thrive in a dynamic environment and adapt to the unique needs of the financial services industry.

📋 Key Responsibilities

✅ Developing high-impact LinkedIn posts, video scripts, infographics, and other digital assets

✅ Maintaining a consistent tone, voice, and messaging aligned with the client’s brand

✅ Monitoring investment banking and management trends to inform ideation

✅ Collaborating with strategists and stakeholders to proactively develop and pitch post concepts, series ideas, and messaging frameworks

✅ Understanding overall and post-specific KPIs for engagement, reach, and more

✅ Refining copy based on real-time data, insights, and executive feedback

✅ Liaising with business unit reviewers and compliance partners to refine ideas and edit copy

✅ Maintaining rigorous documentation and version control for timely approvals and audits

✅ Fostering a culture of innovation and collaboration, encouraging experimentation with new platforms, formats, and storytelling techniques

ASSUMPTION: This role requires strong organizational skills, the ability to work across multiple projects under tight deadlines, and a proven track record of success in a similar role.

🎯 Required Qualifications

Education: Bachelor’s degree in Marketing, Communications, Journalism, or a related field; an advanced degree is a plus

Experience: 4-5 years of copywriting experience, with a specialization in social media. Financial services experience is strongly preferred

Required Skills:

• Demonstrated familiarity with investment banking, capital markets, and/or asset management topics
• Experience working with content creation and management tools (e.g., Sprinklr, CMS platforms, AI-driven tools)
• Proficiency interpreting performance metrics (engagement, conversions, sentiment, etc.) to optimize content
• Exceptional interpersonal skills; able to build relationships with senior stakeholders and cross-functional teams
• Clear, concise writing style with the ability to adapt tone and messaging across audience segments

Preferred Skills:

• Experience with AI-driven content creation tools
• Fluency in additional languages

ASSUMPTION: Candidates with a strong portfolio showcasing their ability to translate complex financial concepts into engaging, audience-friendly copy will be highly competitive for this role.

💰 Compensation & Benefits

Salary Range: $97,750.00 - $109,250.00 per year

Benefits:

• Competitive benefits package
• Opportunities for professional growth and development
• Dynamic and collaborative work environment

Working Hours: Full-time, with a hybrid work arrangement (2-3 days per week on-site)

ASSUMPTION: The salary range provided is an estimate based on industry standards for a mid-level copywriter role in the financial services industry in New York City.

📌 Applicant Insights

🔍 Company Context

Industry: Advertising & Marketing, specializing in in-house agency and marketing ecosystem solutions for brands

Company Size: 1,001-5,000 employees (global), with a smaller presence in North America

Founded: 2004, with headquarters in London, UK

Company Description:

• OLIVER is the world’s first and only specialist in designing, building, and running bespoke in-house agencies and marketing ecosystems for brands
• The company partners with over 300 clients in 48 countries and creates work that delivers business growth, fame, and purpose
• OLIVER is part of the Inside Ideas Group (IIG) and The Brandtech Group, providing clients with access to the latest marketing technology solutions

Company Specialties:

• Brand strategy and planning
• Real-Time Marketing
• Creative execution
• Digital strategy
• Social media
• CRM
• Loyalty
• Data
• Analytics
• In-Housing
• Marketing Ecosystems
• AI

Company Website: https://www.oliver.agency

ASSUMPTION: OLIVER’s unique model allows it to move at the speed of modern business, driving change from the inside out and helping clients build better solutions, systems, and brands.

📊 Role Analysis

Career Level: Mid-level, with opportunities for growth and development within the company and the broader industry

Reporting Structure: This role reports directly to the Senior Strategist and works closely with cross-functional teams, including creative designers, stakeholders, and compliance teams

Work Arrangement: Hybrid, with 2-3 days per week on-site in New York City

Growth Opportunities:

• Expanding responsibilities within the role as the client’s social media presence grows
• Transitioning to a senior role within the team or taking on additional projects
• Exploring opportunities within OLIVER’s global network of in-house agencies and marketing ecosystems

ASSUMPTION: This role offers a unique opportunity to work with a top-five investment bank and gain valuable experience in the financial services industry.

🌍 Location & Work Environment

Office Type: Hybrid, with a flexible work arrangement (2-3 days per week on-site)

Office Location(s): New York, NY

Geographic Context:

• New York City is a major financial hub, providing ample opportunities for networking and professional growth
• The city offers a diverse range of cultural, recreational, and dining options
• New York City has a competitive job market, with many advertising and marketing agencies based in the area

Work Schedule: Full-time, with a hybrid work arrangement (2-3 days per week on-site)

ASSUMPTION: The hybrid work arrangement offers the best of both worlds, allowing employees to collaborate and build relationships with team members while also enjoying the flexibility of remote work.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screen with the HR team
• In-depth interview with the hiring manager and/or team members
• Final round interview with senior leadership

Key Assessment Areas:

• Writing samples and portfolio review
• Cultural fit and alignment with OLIVER’s values
• Problem-solving skills and ability to think strategically
• Understanding of the financial services industry and relevant trends

Application Tips:

• Tailor your resume and cover letter to highlight relevant experience and skills for this role
• Include a portfolio of your best work, showcasing your ability to translate complex financial concepts into engaging, audience-friendly copy
• Prepare for behavioral interview questions that focus on your problem-solving skills, strategic thinking, and cultural fit
• Research OLIVER’s unique model and be prepared to discuss how your skills and experience align with the company’s mission and values

ATS Keywords: Copywriter, Financial Services, Social Media, Content Development, Strategic Planning, Performance Monitoring, Compliance, Governance, Collaboration, Communication, Organizational Skills, Leadership Skills, Digital Engagement, Storytelling, Data Analysis, AI-driven content creation

ASSUMPTION: Applicants should focus on demonstrating their ability to translate complex financial concepts into engaging, audience-friendly copy and showcasing their cultural fit with OLIVER’s values.

🛠️ Tools & Technologies

• Sprinklr (or similar content management platforms)
• AI-driven content creation tools (e.g., Copy.ai, Frase.io)
• Microsoft Office Suite (Word, Excel, PowerPoint)
• Google Workspace (Gmail, Google Docs, Sheets, Slides)

ASSUMPTION: Familiarity with AI-driven content creation tools is a plus, as they are increasingly being adopted by marketing and advertising agencies to enhance efficiency and spark creativity.

👔 Cultural Fit Considerations

Company Values:

• Be ambitious to succeed
• Be imaginative to push the boundaries of what’s possible
• Be inspirational to do groundbreaking work
• Be always learning and listening to understand
• Be results-focused to exceed expectations
• Be actively pro-inclusive and anti-racist across our community, clients, and creations

Work Style:

• Collaborative and team-oriented
• Adaptable and flexible, able to thrive in a fast-paced, high-volume environment
• Data-driven and analytical, with a strong focus on performance metrics
• Committed to maintaining brand consistency and adhering to compliance guidelines

Self-Assessment Questions:

• How do you align with OLIVER’s values, particularly in terms of being ambitious, imaginative, and results-focused?
• How do you approach learning and staying up-to-date with industry trends and best practices in financial services marketing?
• How do you ensure that your work maintains brand consistency and adheres to compliance guidelines, even in a fast-paced, high-volume environment?

ASSUMPTION: Applicants should carefully consider how their personal values, work style, and approach to learning align with OLIVER’s values and the specific demands of this role.

⚠️ Potential Challenges

• Managing multiple projects and deadlines in a fast-paced, high-volume environment
• Navigating the unique compliance requirements and regulatory landscape of the financial services industry
• Adapting to a hybrid work arrangement and balancing remote work with on-site collaboration
• Staying up-to-date with industry trends and best practices in financial services marketing

ASSUMPTION: Applicants should be prepared to discuss how they have overcome similar challenges in previous roles and how they plan to approach these potential challenges in this position.

📈 Similar Roles Comparison

• This role differs from other copywriter positions in its focus on the financial services industry and the unique compliance requirements of working with a top-five investment bank
• Industry-specific context: The financial services industry is highly regulated and requires a deep understanding of complex financial concepts
• Career path comparison: This role offers a unique opportunity to gain experience in the financial services industry and potentially transition to a senior role within the team or explore opportunities within OLIVER’s global network of in-house agencies and marketing ecosystems

ASSUMPTION: Applicants should be prepared to discuss how their skills and experience align with the unique demands of this role and how they plan to leverage this opportunity to advance their career in the industry.

📝 Sample Projects

• Developing a LinkedIn campaign to announce a top-five investment bank’s expansion into a new market
• Creating a series of infographics to explain complex financial concepts to a general audience
• Writing a script for a video series featuring interviews with industry experts discussing market trends and insights

ASSUMPTION: Applicants should be prepared to discuss their experience with similar projects and how they approached translating complex financial concepts into engaging, audience-friendly copy.

❓ Key Questions to Ask During Interview

• How does this role fit into the broader marketing strategy for the investment bank, and how will my work contribute to its success?
• What are the most pressing challenges facing the team currently, and how can this role help address them?
• How does OLIVER support the professional growth and development of its employees, particularly in this role?
• What are the key priorities for this role in the first 30, 60, and 90 days?
• How does OLIVER measure the success of its in-house agencies and marketing ecosystems, and how will my performance be evaluated in this role?

ASSUMPTION: Applicants should ask thoughtful, insightful questions that demonstrate their understanding of the role and their commitment to driving success within the team.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight relevant experience and skills for this role
• Include a portfolio of your best work, showcasing your ability to translate complex financial concepts into engaging, audience-friendly copy
• Prepare for behavioral interview questions that focus on your problem-solving skills, strategic thinking, and cultural fit
• Research OLIVER’s unique model and be prepared to discuss how your skills and experience align with the company’s mission and values
• Follow up with the hiring manager one week after submitting your application to express your continued interest in the role

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.