Job Description Summary
The Affluent Save & Invest team is looking for a Marketing Strategy & Planning Manager to lead the development of its annual marketing strategy and roadmap.
Position Details
- Location: Halifax or Leeds
- Salary: £61,344 - £74,976 per annum
- Contract: Permanent, Full Time (35 hours)
- Flexible working available.
About the Opportunity
We’re looking for a strategic and highly organized Marketing Strategy & Planning Manager to join our Affluent, Save & Invest Full Funnel Marketing team within Brands, Marketing & Experience. This is a pivotal role at the heart of our Strategy & Performance function. You’ll lead the development of our annual marketing strategy, translate this into a clear and actionable plan, and ensure delivery against key objectives throughout the year. You’ll connect long‑term strategy with in‑year execution – working across marketing, product and business teams to drive alignment and deliver measurable impact.
What You’ll Be Doing
- Marketing strategy development – shaping, leading and delivering the creation of the annual Affluent Save & Invest marketing strategy, grounded in customer insight, market trends and business objectives.
- Partnering with product, proposition and commercial teams to ensure alignment with wider priorities.
- Evidence having managed your own budget and being the main decision maker on marketing strategy initiatives.
- Planning and execution – owning the annual marketing plan, ensuring alignment to strategy, budgets and resources; collaborating across Full Funnel teams, Marketing Accelerators and Insights, Planning & Effectiveness to deliver integrated, optimised and measurable plans.
- Stakeholder alignment and influencing skills – creating clear, compelling narratives for senior partners; demonstrating a strong track‑record of influencing across levels and functions.
- Building strong cross‑functional relationships to enable effective delivery.
What You’ll Bring
- Proactive, self‑starting individual who approaches challenges with pragmatism and adaptability.
- Resilient, commercially minded, comfortable thinking strategically while operating in a fast‑paced, evolving environment.
- Proven experience of 5+ years across Marketing Strategy, Planning & Delivery.
- Strong experience developing and delivering marketing strategy and plans.
- Owning marketing strategy budget and being the key decision maker on how that’s used.
- Business & Commercial Foresight – solid understanding of full‑funnel marketing across brand, acquisition and customer outcomes.
- Communication, collaboration & influencing skills – confident in building effective, trusting and strong relationships, with the ability to influence across all levels.
- Experience within financial services or a regulated environment (desirable).
- Familiarity with OKR frameworks and performance management processes.
- Experience working in complex, matrixed organisations.
Benefits
- A generous pension contribution of up to 15%
- An annual performance‑related bonus
- Share schemes including free shares
- Benefits you can adapt to your lifestyle, such as discounted shopping, 30 days’ holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies
Other Information
We also offer a wide-ranging benefits package and are committed to creating an inclusive workplace. If you require any accommodations or reasonable adjustments during the selection process, please let us know.
Our ambition is to be the leading UK business for diversity, equity and inclusion, supporting our customers, colleagues and communities and we’re committed to creating an environment in which everyone can thrive, learn and develop.
