UX Writer (Financial services/Retirement)

UX Writing role in Financial Services/Retirement Planning, creating user-centric copy for digital transactions and workflows.

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