Puma Investments are looking for a Head of Marketing to join our intermediary-focused marketing team in London.
Puma Investments raises funds from a variety of sources including wealth managers and IFAs from the very large including SJP, Barclays Wealth, Evelyn Partners, and Cazenove, through regional players to the very small independents, from execution-only brokers and from HNWs. We also work with leading wrap platforms including Fidelity, Aberdeen, M&G and Transact.
This senior leadership role is responsible for defining and delivering a high-impact marketing strategy that drives AUM growth, strengthens Puma’s brand position, and deepens relationships across the UK financial adviser and wealth management community.
Operating as both a strategic leader and hands‑on operator, the role will oversee the full marketing lifecycle across campaigns, product marketing, digital channels and thought leadership, ensuring all activity is tightly aligned to commercial outcomes, distribution priorities and market opportunities.
You will play a critical role in positioning Puma as a leading voice within the intermediary and high-net‑worth investment space, while building a scalable marketing infrastructure capable of supporting future product launches and continued market share expansion.
Role Responsibilities
Strategic Marketing Leadership
- Define and deliver a clear, data‑driven marketing strategy aligned to Puma Investments’ commercial growth ambitions
- Lead marketing planning across product lines, ensuring alignment with distribution, product and operational teams
- Identify opportunities to increase market share within the intermediary, HNW and mass affluent segments
- Act as the senior marketing voice within the business, influencing across levels, including executive
Intermediary & Product Marketing Excellence
- Own the development and execution of marketing initiatives targeted at financial advisers, wealth managers and private banks
- Ensure all campaigns and collateral are tailored to how the intermediary market consumes and responds to marketing
- Lead the creation of high-quality product marketing materials, translating complex investment propositions into compelling adviser‑focused narratives
- Develop frameworks to successfully launch new products into market
Brand, PR & Thought Leadership
- Define and execute a brand strategy that differentiates Puma within a competitive tax‑efficient investment landscape
- Lead engagement with PR agencies and external partners to amplify market presence
- Build Puma’s thought leadership profile within intermediary, HNW and mass affluent channels, including editorial placements, insights and commentary
- Ensure consistent, high‑quality representation of the brand across all channels
Digital & Campaign Delivery
- Oversee the end‑to‑end digital marketing ecosystem, including website, email marketing and lead generation journeys
- Design and optimise nurture campaigns to support product promotion and investor engagement
- Own performance tracking across all channels, embedding a test‑and‑learn, data‑led approach to campaign optimisation
- Drive integration across digital, PR, events and content to deliver cohesive campaigns
Commercial Performance & Insight
- Ensure all marketing activity is directly tied to measurable commercial outcomes
- Establish and track KPIs across AUM growth, lead generation, adviser engagement and campaign ROI
- Use performance data and insight to continuously refine strategy and improve impact
- Build robust forecasting and reporting frameworks to support senior decision‑making
Team Leadership & Operational Excellence
- Lead and develop a high‑performing marketing team, providing clear direction and coaching
- Act as a senior figurehead within the team, setting standards for quality, accountability and pace
- Ensure strong workflow management, planning discipline and execution capability across all marketing activities
- Manage internal and external stakeholders effectively, including agencies and strategic partners
- Oversee budgets, governance and compliance processes to ensure all activity meets regulatory requirements
Experience Required
- Significant experience in a senior marketing role within investment management, financial advice or the broader financial services sector, balancing strategic and operational marketing service for a business
- Demonstrable understanding of the UK intermediary / IFA market and wealth management landscape, with experience marketing investment products (experience with tax efficient products beneficial, but not essential)
- Demonstrable track record of building and evolving a brand to drive commercial growth
- Experience working with PR agencies, editorial content and thought leadership platforms
- Proven ability to operate across both strategic planning and hands‑on execution
- Demonstrable commercial mindset with experience linking marketing activity to revenue and AUM growth
- Advanced understanding of digital marketing channels, including CRM, email distribution and website ownership
- Experience designing and delivering multi‑channel campaigns and nurture journeys
- Analytical capability with a focus on metrics, insight and optimisation
- Excellent content development skills, particularly in translating complex investment concepts into engaging narratives
- Experienced people manager with the ability to build, develop and motivate teams
- Highly organised with the ability to balance strategic thinking with operational delivery
- Commercially driven and laser‑focused on outcomes and impact
Personal Attributes
- Kind
- Values‑driven
- Excellent communicator and collaborator
- Adaptable and willing to get stuck into whatever needs doing
- Depth of character and gravitas but operating with humility
- The drive and attitude to excel in a high performing environment whilst maintaining high levels of integrity
- Energy, dynamism, and passion for complex business challenge
- Organised, rigorous and disciplined
- Pragmatic, resilient and practical
- Credible, confident senior leader with gravitas and influence
About Us
Founded in 2012, Puma Capital Group is an award‑winning investment manager operating within the tax efficient space and is a leading provider of growth capital to UK SMEs and property finance to developers and real estate investors.
The Puma Capital Group comprises four businesses focused on delivering long‑term sustainable growth for our investors and partners:
- Puma Investments
- Puma Property Finance
- Puma Growth Partners
- Puma Public Markets
Collectively the Group has over £1 billion in assets under management, supports over 14,000 investors, and has funded over £2 billion in property developments across the UK. We are proud to have assisted dozens of businesses across the UK elevate and build to deliver on their brilliant ideas.
In the years since we were set up, Puma Capital Group has grown significantly. We are now around 140 people across the Group, with our staff working from our head office in London, and regional offices in Manchester and Edinburgh.
It is an exceptionally exciting time for our business. Combining our already very strong track record with ambitious growth strategies, we have already developed our market share substantially and are looking to build further on our success.
At Puma, we are committed to fostering an inclusive and diverse workplace. As an equal opportunity employer, we consider all applicants for employment without regard to race, religion, age, sexual orientation, gender identity, gender reassignment, family or parental status, national origin, veteran status, neurodiversity, or disability status.
We strive to provide a work environment free from discrimination and harassment, where everyone has the opportunity to thrive. Our commitment to equal opportunity extends to all aspects of employment, including recruitment, hiring, promotion, compensation, benefits, training, and development.
Importantly, research shows that men typically apply for roles when around 60% of the criteria is met, however, women and other underrepresented people often only apply when they tick every box. So, if you think you have what it takes, but don't necessarily meet every single point outlined in the role description, please do still get in touch – we would love to hear from you!
