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For Companies At a Glance
- Tasks: Lead marketing strategies for Fidelity's Investment Trusts, targeting both professionals and retail investors.
- Company: Fidelity International has over 50 years of experience in helping clients build better financial futures.
- Benefits: Enjoy a competitive benefits package, flexible working options, and a supportive, inclusive culture.
- Why this job: Join a dynamic team that values creativity and collaboration while making a real impact in finance.
- Qualifications: Strong marketing knowledge, especially in investment products, with experience in digital communication preferred.
- Other info: This role is based in London or Kingswood, with opportunities for professional development.
The predicted salary is between 48000 - 72000 £ per year.
About the Opportunity
- Job Type: Permanent
- Application Deadline: 31 May 2025
- Department: UK Wholesale Marketing
- Location: London or Kingswood, Surrey
- Reports To: Head of UK Wholesale Marketing
- Level: 7
We are proud to have been helping our clients build better financial futures for over 50 years. Join our Investment Companies Marketing team which covers our Investment Trust business and feel like you’re part of something bigger. Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients, and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments during the recruitment process and beyond.
About your team
The UK Wholesale Marketing team is responsible for communicating the breadth of Fidelity's investment capabilities and solutions. This includes marketing to both investment professionals and retail investors. Working closely with our sales and investment colleagues, the marketing team shapes media campaigns, provides product information, develops market insights and brings investment to life through educational content.
About your role
This is a hands-on role that will drive the success of marketing programs supporting the growth of Fidelity's range of listed Investment Companies. You will be accountable for the execution of the marketing strategy to integrate plans for both investment professionals and retail investors. This includes the existing shareholder base as well as activity to attract new investors.
Utilising paid and owned channels, online and offline, you will plan and deliver programs of activity that align with the objectives of the Investment Companies business and the wider needs of Fidelity's UK distribution. Success is measured against defined KPIs set down by the Boards of each Investment Company.
You will also brief and manage ongoing relationships with agencies and vendors supporting delivery of planned activity, including effective service level evaluation. You will oversee the process to manage production and maintenance of investment companies marketing output and ensure all programs and materials meet compliance and regulatory requirements.
About you
You will have strong technical knowledge of marketing retail investment products, ideally Investment Trusts. This will include audience segmentation, media planning, creative development, copywriting, agency management and performance measurement. With a passion for both communication and investment markets, you will show the ability to understand diverse information and distil it into key messages, effective client content and successful campaigns.
Experience and Qualifications Required
- Strong technical understanding of financial markets, investment products and the competitive landscape.
- Previous experience of the investment companies/trust sector preferable.
- Experience of developing messaging and briefs for business-to-business and end-consumer communications, especially through digital channels.
- Experience with the Adobe Analytics and Marketo platforms would be advantageous.
- IMC or similar professional qualification desired.
- Knowledge of the UK regulatory framework as it applies to investment companies, asset managers and distributors.
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.
Investment Trust Marketing, Associate Director | London, UK (London) employer: Fidelity International
Contact Detail:
Fidelity International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Trust Marketing, Associate Director | London, UK (London)
✨Tip Number 1
Familiarise yourself with the latest trends in investment trust marketing. Understanding the current market landscape and emerging strategies will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the investment trust sector. Attend industry events or webinars to connect with potential colleagues and learn about their experiences, which can provide valuable insights for your application.
✨Tip Number 3
Showcase your analytical skills by preparing case studies or examples of past marketing campaigns you've worked on. Be ready to discuss how you measured success and optimised strategies based on data.
✨Tip Number 4
Research Fidelity International's values and recent initiatives. Tailoring your discussions around their mission and demonstrating how your goals align with theirs can set you apart from other candidates.
We think you need these skills to ace Investment Trust Marketing, Associate Director | London, UK (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment marketing, particularly with retail investment products and investment trusts. Use specific examples that demonstrate your technical knowledge and achievements in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also conveys your passion for investment marketing. Discuss how your skills align with the responsibilities of the Associate Director role and how you can contribute to Fidelity's success.
Showcase Relevant Skills: Emphasise your experience with digital marketing channels and tools like Adobe Analytics and Marketo. Highlight your ability to develop messaging for both B2B and end-consumer communications, as this is crucial for the role.
Demonstrate Cultural Fit: Fidelity values an inclusive culture, so mention any experiences that showcase your ability to work collaboratively in diverse teams. This could include examples of how you've supported colleagues or contributed to a positive team environment.
How to prepare for a job interview at Fidelity International
✨Know Your Investment Trusts
Make sure you have a solid understanding of investment trusts and the specific products offered by the company. Be prepared to discuss how these products fit into the broader financial market and their appeal to both retail and professional investors.
✨Demonstrate Marketing Expertise
Showcase your experience in marketing, particularly in the financial sector. Be ready to discuss past campaigns you've worked on, focusing on audience segmentation, media planning, and performance measurement. Highlight any successful strategies you've implemented.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge of financial markets and investment products. Brush up on relevant regulations and compliance issues related to investment companies, as this will demonstrate your readiness for the role.
✨Showcase Your Communication Skills
Since the role involves creating compelling content and messaging, be prepared to discuss your approach to communication. Share examples of how you've distilled complex information into clear, engaging messages for different audiences.
