Job Description

Copy Writer (Financial Services/Retirement Planning)

-No third party help-no sponsorship available

-Must have retirement services experience shown in portfolio

Key Responsibilities:

• Attend and actively contribute to weekly working sessions with CX, Product, Tech, and Design teams.
• Write user-centric copy for digital transactions and workflows (e.g., onboarding flows, feature prompts, screen instructions).
• Translate product requirements and CX testing results into compelling UX copy.
• Create placeholder (“dummy”) text early in the design process that aligns with wireframe structure and later refine content as design solidifies.
• Ensure all content complies with regulatory guidelines, including financial terminology (401(k), retirement planning, etc.).
• Adapt writing tone to align with established brand and style guides.
• Collaborate closely with product stakeholders in both the U.S. and Canada (especially Toronto-based teams).

Requirements:

• 5–7 years of UX writing experience (minimum 3–5 years acceptable with strong qualifications).

• Demonstrated success in enterprise-level UX writing, ideally within financial services, banking, retirement solutions, or similar regulated sectors.

• Familiarity with compliance-sensitive language and financial terminology (e.g., 401(k), promissory language, disclosures).

• Strong understanding of user journey mapping, A/B testing insights, and content iteration.

• Ability to write copy that complements wireframes, prototypes, and iterative design.

• Experience working within Agile or cross-functional product teams.

• Familiarity with UX writing for mobile banking apps, portals, or investment platforms is a plus

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