Teams at Nicola Wealth

Write and edit persuasive, on-brand copy for wealth management campaigns and content across web, social, email, advertising, print, podcasts, and long-form channels. Develop creative concepts with designers, maintain brand voice, translate complex financial topics for high-net-worth audiences, and ensure content meets compliance and disclosure requirements. Manage briefs, feedback, revisions, and multiple deadlines while collaborating with marketing, creative, compliance, and subject-matter experts.

Provides accurate back-office support for investment products throughout trade processing. Responsibilities include monitoring portfolio recommendations, entering trades into ticketing systems, reviewing trade execution and settlement, identifying issues, supporting compliance, maintaining documentation, collaborating on projects, and improving operational processes. Requires finance or investment administration education or experience, at least two years of financial services back-office experience, strong accuracy, analytical ability, communication, organization, and multitasking skills.

Owns Nicola Wealth’s growth marketing and demand-generation engine, including the full digital funnel, paid and organic acquisition, CRO, landing pages, lead nurturing, lifecycle email, marketing automation, CRM integration, attribution, and reporting. Leads marketing technology, customer lifecycle marketing, AI-search visibility strategies, and a team of employees, agencies, and vendors while partnering with Sales, Content, Brand, and Compliance to drive qualified pipeline, revenue, retention, and measurable marketing ROI.