Enterprise Content Management Consultant

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