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 hello@rmktalent.com.

Apply for this position

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