Planning and Strategy Lead

An accomplished senior marketing professional with a strong background in financial services, ideally asset or wealth management industries. Skilled in developing and executing marketing strategies that drive revenue, managing global campaign planning and overseeing budgets. The role requires strategic thinking, commercial acumen and analytical capability. Candidates should have proven experience of working in large matrix organisations collaborating with stakeholders across sales and investment teams to create integrated marketing plans. Experience in linking marketing spend to measurable revenue outcomes is essential. Additionally, the ideal candidate will have robust experience in the planning and sequencing of campaigns, accounting for regional insights while ensuring alignment with global objectives.

About Schroders: We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents, and we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.

The Marketing Centre of Expertise (CoE) is a group of teams that cover critical disciplines within marketing and sets global standards and frameworks. The Planning & Strategy Lead will head up the discipline within the CoE, ensuring best practices, governance, and alignment across all regions. This includes planning alignment, prioritisation, and budget governance to deliver cohesive go-to-market strategies. We are a high-performing team, encouraging a collaborative and agile culture.

What You’ll Do:

• Work alongside Global Marketing and broader Client Group Leaders to develop a cohesive marketing strategy that drives revenue.
• Utilise strong commercial understanding and leverage local insights from regionally based marketers to create cohesive go-to-market plans that meet global objectives.
• Lead on campaign budget governance.
• Establish appropriate financial resource allocation and promote budget prudency through a ROI focussed approach.
• Champion cross-functional collaboration and stakeholder engagement (especially with Sales and Investment teams) to attain a cohesive global go-to-market plan.
• Own the global campaign planning process, including strategy, sequencing, prioritisation and practical application of production resources for the delivery of our major campaigns.
• Optimise existing planning framework, enhancing the governance model to ensure consistency and scalability across regions.
• Drive innovation in planning processes and adoption, leveraging technology, automation and data-driven insights for improved efficiency.
• Oversee campaign performance measurement standards, tracking KPIs and optimising data-driven planning for maximum impact.
• Act as a thought leader within the Marketing CoE with strong commercial understanding, influencing strategic decisions and shaping best practices for campaign planning globally.

The Knowledge, Experience And Qualifications That Will Help:

• 8–10+ years in senior roles shaping and governing global marketing strategy and planning across multiple channels.
• Extensive experience in revenue operations, budget oversight and resource optimisation at a departmental or enterprise level.
• Strong ability to use data and analytics to drive strategic decision making.
• Demonstrated success in planning and sequencing multi-regional campaigns, leveraging regional insights to deliver globally aligned strategies.
• Proven ability to influence senior stakeholders within a complex matrix organisation.
• Strong understanding of the various client segments within the asset management industry.
• Relevant qualifications such as a Marketing or Management degree, with professional certifications (e.g. CIM, PMP, DMI) highly desirable.

What You’ll Be Like:

• Highly organised and driven, with a strong focus on planning excellence and operational governance.
• Passionate about shaping global marketing strategy, fostering collaboration, and driving innovation in campaign planning.
• Comfortable navigating complex matrix organisations and influencing senior stakeholders across regions.
• Agile and adaptable, with the ability to make data-driven decisions and respond positively to change.
• Personally accountable for ensuring robust processes, risk management, and compliance are applied consistently.
• A champion of inclusive leadership, creating a culture where colleagues feel valued and understand their role in delivering success.
• High energy and enthusiasm, with a proactive mindset to remove barriers and enable global alignment.

We Recognise Potential, Whoever You Are: Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.