Marketing Manager

Brooks Macdonald Group (BM) is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.

We see an opportunity to lead the way within our sector in relation to sustainability and responsible investing. We have set a target for our direct footprint to be Net Zero by 2030 and continue to enhance our approach to responsible investment, which includes offering a dedicated service for clients with values-based objectives.

We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance. Our guiding principles underpin our culture and are at the heart of everything we do:

we do the right thing

we make a difference

We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients. We’re committed to promoting equal employment opportunities and positively encourage applications regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.

Collaboration and knowledge-sharing is important to us as a firm, and we value different ways of working. Employees are required to be in the office three days a week, with flexibility to work from home on the other two days.

Role Overview:

This role is responsible for contributing to and the implementation of the marketing strategy relating to private clients, professional connections, and relevant segments of investors. Lead and oversee brand awareness for these groups including advertising and sponsorships and key relationships. This role works closely with Brooks Financial marketing colleagues and the remit covers the whole of the UK.

Role Responsibilities:

• Develop and execute comprehensive marketing strategies for private clients and professional connections networks.
• Collaborate with Brooks Financial regarding the creation of marketing collateral, including presentations, brochures, reports, and social and digital content, ensuring alignment with our brand and regulatory requirements.
• End-to-end event management for both existing and prospective clients.
• Create or input into advertising, advertorials, etc. aimed at these target audiences.
• Lead campaigns targeted to these audiences to drive awareness and generate leads.
• Analyse marketing data and performance metrics to optimise campaigns and measure their effectiveness.
• Manage relationships with external agencies and vendors to support marketing campaigns and initiatives.
• Ensure all marketing activity adheres to the Brooks Macdonald regulatory risk framework and is compliant with local regulations across relevant jurisdictions.

Knowledge, Skills and Experience

• Previous experience in leading, creating and implementing marketing strategies and campaigns at a corporate or brand level.
• Strong project management skills, with the ability to manage multiple initiatives simultaneously.
• In-depth understanding of marketing CRM tools, such as Pardot or similar to execute email marketing campaigns.
• Excellent organisational skills, ability to manage own priorities and meet tight deadlines.
• Ability to work collaboratively and influence at all levels of the organisation.
• Adaptability and resilience in a fast-paced environment.
• Ability to utilise data to inform decision making.
• Demonstrable experience in marketing. Experience in Asset or Wealth Management is a bonus but not a requirement.
• Bachelor’s degree in marketing, Business, or related field; a relevant postgraduate degree or professional qualification preferable.