At a Glance
- Tasks: Lead the marketing strategy for Managed Portfolio Services in the UK IFA market.
- Company: Join a premium brand in wealth management, focused on innovative investment solutions.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and collaboration.
- Other info: This is a newly created role, perfect for a motivated self-starter.
- Why this job: Be part of a pioneering team shaping investment narratives and building trust in the financial sector.
- Qualifications: Strong knowledge of investment markets and excellent communication skills are essential.
The predicted salary is between 36000 - 60000 £ per year.
Excellent, newly created role for a capable Marketing SME with demonstrable experience in Financial Services & Managed Portfolio Services, particularly with a focus on expanding and developing IFA traction. This role will work closely with the Head of Marketing and Communications and Head of MPS and will be responsible for the managing and delivery of investment content in the UK, with particular focus on investment marketing activity relating to our newly established IFA channel.
The role will also be responsible for building and delivering an innovative marketing strategy for MPS and shaping and delivering high-quality insightful content that is engaging, builds trust and reinforces the brand’s authority in the UK. Working closely with our investment, product, and business development/client relationship teams to create compelling content across multiple channels, from thought leadership and market commentary to white papers, digital campaigns and client communications.
A keen interest in the UK IFA market and an excellent knowledge of key marketing techniques paired with a passion for creating innovative marketing solutions for this market is important. This will be combined with a desire to bring a premium brand and offering to the UK IFA market for the first time. A great storyteller, you will be able to take our vast resources and voices and deliver a world-class leading proposition which fits with the premium brand and service we have.
You will be a motivated self-starter that is confident in planning, design and contributing to a new business initiative from inception to launch and continued growth over the long term. A strong communicator, you will be responsible for taking the investment story to key stakeholders, primarily UK IFAs but also including UK trade press and UK media as necessary. A collaborative individual, you will relish, and have experience, of working with internal stakeholders, including our portfolio management team and third party agencies as required.
Key Accountabilities:
- Design and execute the MPS marketing strategy relevant for the UK IFA market
- Work closely with SMEs and stakeholders to create insightful macroeconomic, market and investment narratives across multiple channels
- Edit and refine investment content from various sources to ensure consistency, clarity and compliance
- Lead the messaging and sign off process ensuring materials are aligned with business objectives and regulatory requirements
- Delivery of key marketing material to the IFA and private client market in a timely and professional manner
- Support the Head of MPS in regular Group stakeholder management to ensure the MPS strategy is well understood
- Support the Head of Marketing and Communications in developing an industry leading marketing proposition
- Support Business Development Managers (BDMs) with acquisition of new IFA relationships and key business initiatives to support current and prospective IFAs
- Act as an ambassador of the firm both internally and externally in the marketplace
- Partner with colleagues e.g. Regional Marketing, Brand and Communications, Portfolio Management, and Global Product Solutions, to ensure our offering is relevant to the evolving needs of the IFA and private client community
- Utilise Management Information to inform decision-making around outcomes
- Membership of relevant governance committees as necessary
Essential Criteria:
- Strong knowledge of investment markets, economic trends in the private wealth and IFA investment sector
- Excellent writing, editing and communication skills, with focus on clarity and engagement
- Proven ability to manage multiple stakeholders and work collaboratively across teams
- Highly organised, deadline driven, and adaptable to changing priorities
- Knowledge of best practices in investment communication for advisers and clients
- Experience working with stakeholders to ensure regulatory alignment in content
StudySmarter Expert Advice🤫
We think this is how you could land MPS Marketing Manager - IFA - Private Banking
✨Tip Number 1
Familiarise yourself with the latest trends in the UK IFA market. Understanding the current landscape will not only help you speak confidently about the role but also demonstrate your genuine interest and commitment to the position.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those involved with Managed Portfolio Services. Engaging with industry peers can provide valuable insights and potentially lead to referrals that could strengthen your application.
✨Tip Number 3
Prepare to discuss innovative marketing strategies you've implemented in previous roles. Be ready to share specific examples of how your initiatives have successfully engaged clients or stakeholders, as this aligns closely with the responsibilities of the MPS Marketing Manager.
✨Tip Number 4
Showcase your storytelling skills by preparing a brief presentation on a relevant investment topic. This will not only highlight your communication abilities but also demonstrate your capacity to create engaging content, which is crucial for this role.
We think you need these skills to ace MPS Marketing Manager - IFA - Private Banking
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in financial services and managed portfolio services. Emphasise any previous roles where you developed marketing strategies or created investment content, particularly for the IFA market.
Craft a Compelling Cover Letter:In your cover letter, showcase your passion for the UK IFA market and your storytelling abilities. Discuss how your skills align with the role's requirements, particularly your experience in creating engaging content and working with stakeholders.
Showcase Relevant Experience:When detailing your work history, focus on specific projects where you successfully executed marketing strategies or collaborated with teams to deliver high-quality content. Use metrics to demonstrate your impact whenever possible.
Highlight Communication Skills:Since strong communication is key for this role, provide examples of how you've effectively communicated complex investment narratives to various stakeholders. Mention any experience with regulatory alignment in content creation as well.
How to prepare for a job interview at LinkedIn
✨Showcase Your Financial Services Expertise
Make sure to highlight your experience in financial services and managed portfolio services during the interview. Be prepared to discuss specific projects or campaigns you've worked on that demonstrate your understanding of the UK IFA market and how you can contribute to expanding their traction.
✨Demonstrate Your Storytelling Skills
As a marketing manager, storytelling is key. Prepare examples of how you've crafted compelling narratives in previous roles. Discuss how you can take complex investment concepts and present them in an engaging way that resonates with IFAs and builds trust in the brand.
✨Prepare for Stakeholder Management Questions
Expect questions about your experience managing multiple stakeholders. Be ready to share examples of how you've collaborated with different teams, such as product development or communications, to deliver successful marketing strategies and ensure alignment with business objectives.
✨Familiarise Yourself with Regulatory Requirements
Since regulatory compliance is crucial in financial marketing, brush up on the relevant regulations that affect investment communication. Be prepared to discuss how you've ensured compliance in your past work and how you would approach this in the new role.
