Marketing Manager – Financial Advisers

Job Type: Full Time

Our client is an award-winning investment manager who has amassed over £3bn in assets under management in a significantly short period of time. Currently they have a need for a Marketing Manager to lead the development and execution of the marketing strategy for the Financial Adviser distribution channel. Reporting to the Head of Marketing, the Marketing Manager will:

  • Work across teams to build out structured revenue-generating marketing campaigns for prospects and existing clients.
  • Be responsible for overseeing the ‘Go-To-Market’ and product launch processes; acting as a link between sales and the propositions and research teams.
  • Develop and execute client segmentation and contact strategies.
  • Development and execution of campaign plans to ensure the timely delivery of relevant and compelling marketing messages.
  • Measure campaign effectiveness against agreed metrics.
  • Creating sales tools/materials
  • Building awareness of competitor activity to help differentiate marketing communications and campaigns.
  • Working with the Sales and wider marketing team to design and manage an events programme in support of broader revenue & retention targets
  • Support the sales team in building out our adviser network and platform partnership program.
  • Manage our client communications program.
  • Ensure all activities adhere to brand guidelines
  • Line management of 2 Marketing Executives

Experience Required:

  • Experienced B2B financial services marketing professional, ideally with experience working for a Discretionary Fund Manager selling through the Adviser distribution channel.
  • A digital-first mindset, comfortable with the use of marketing automation systems and using MI to drive decisions
  • Experience in campaign management and broad marketing skills (creative development, copywriting, idea generation and good design judgement.)
  • Experience of developing campaign briefs and propositions.
  • Strong copywriting skills
  • Knowledge of Salesforce and marketing automation systems (preferably Hubspot)
  • Good influencing and communication skills
  • 6 – 10 years of experience ideally from a financial services marketing background

Candidate profile:

  • Positive, ‘can do’ attitude
  • Entrepreneurial, with a clear eye for return on investment
  • Open mindset, not discouraged by challenges or hurdles
  • Self-starting, but collaborative in approach

If this interests you, then please get in touch with Gregor Ormond on 0131 541 2273 or email your CV to

Apply for this position

Allowed Type(s): .pdf, .doc, .docx
Share This