Head of Investments Marketing

Magnus is an investment management business that manages over £2bn of assets, primarily for clients of Wren Sterling Financial Planning Ltd. Magnus was created in 2020, acquired by Wren Sterling in 2022 and relaunched in early 2023. Spearheaded by CIO, Rory McPherson, Magnus has grown quickly, primarily as an MPS, Multi-Asset Funds & Bespoke option for Wren Sterling’s clients. It boasts upper quartile performance across the board, and a highly capable internal team, which has resulted in some award wins and industry recognition for its investment managers.

Role Outline

This role leads the delivery of the Magnus marketing roadmap, working closely with the Wren Sterling Marketing Director, and provides direct support to the Chief Investment Officer (CIO) on business development activity. You will own a clear, prioritised roadmap aligned to business goals and be accountable for delivery with pace and rigour. The core purpose of the role is to build trust, understanding, and adoption of the Magnus investment proposition through credible, compelling investment storytelling and a programme of high‑quality engagement. This includes designing and delivering a planner engagement programme that increases awareness, confidence, and advocacy of the Magnus proposition across Wren Sterling advisers, with particular emphasis on events and direct planner engagement.

A key part of the role is shaping and delivering a structured set of CIO‑enabled business development touchpoints, including events, materials, and engagement sequences, that create and sustain commercial momentum. You will also be responsible for developing an acquisition engagement pathway that supports newly acquired firms, accelerating integration and reducing friction, while building early confidence in and adoption of the Magnus proposition. Strong investment management experience is essential. You will be expected to communicate confidently and credibly about portfolios, investment process, performance, risk, and market conditions, using language that financial planners and end clients recognise and respect. Delivery will be hands‑on, supported by access to the Wren Sterling Marketing Team’s resources, including a Digital Marketing Manager, a Designer & Videographer, and a small retained agency. As Magnus’ routes to market continue to develop and expand, this role offers significant potential to grow rapidly over the coming years.

Key Responsibilities

• Lead the Magnus Marketing Roadmap (with the Wren Sterling Marketing Director)
• Translate Magnus commercial and investment priorities into a practical roadmap: quarterly themes, campaigns, and deliverables.
• Drive execution across content, digital, events, internal comms and enablement—working through matrix teams and suppliers.
• Maintain a clear cadence of performance reporting, insight and optimisation.

Create High-Impact Events & Touchpoints (Wren Sterling Planners + Acquisitions)

• Build and run a year‑round programme of high‑value engagement, including:
• Quarterly investment outlooks (live/virtual/hybrid)
• Monthly Magnus Updates
• Coordinate Weekly market round up
• “In the moment” market webinars (rate decisions, volatility events)
• Model portfolio deep‑dives and “how we think” sessions
• Regional roundtables / small‑group CIO forums
• Acquisition onboarding investment orientation sessions
• Create repeatable, scalable formats (agenda templates, speaker notes, comms packs, follow‑up playbooks).
• Ensure each engagement has clear objectives, measurement and follow‑through (not “events for events’ sake”).

Enable CIO‑Led Business Development

• Partner with the CIO to build a structured rhythm of planner and investor engagement.
• Create and maintain high‑quality BD assets that help move conversations forward, such as:
• Planner‑facing proposition deck and narrative
• Client‑friendly investment story packs (risk framing, outcomes, FAQs)
• Portfolio/process explainer content (clear, compliant, credible)
• Standardised market commentary templates
• Case studies that demonstrate decision‑making and client relevance
• Capture feedback from planners and use it to sharpen the proposition and surface new opportunities.

Thought Leadership & Investment Content

• Turn investment team insight into planner‑ready content without losing substance.
• Balance accessibility with technical accuracy: explain “what, why, and so what?” in a way planners can use with clients.
• Maintain editorial cadence for core outputs (monthly/quarterly updates, thematic notes, performance commentary).
• Work closely with Compliance to ensure all communications meet regulatory and internal standards.

Acquisition & Integration Engagement

• Build an onboarding pathway for Wren Sterling's newly acquired firms: welcome messaging, orientation sessions, follow‑on education and ongoing engagement.
• Develop integration comms that reduce uncertainty: what changes, what stays the same, and the benefits to planners and clients.
• Feed integration learnings back into marketing and engagement playbooks.

Stakeholder Management & Delivery Leadership

• Lead delivery through influence, not hierarchy—coordinating input from investment, compliance, distribution, operations and planner leadership.
• Manage agencies/suppliers (events, design, content) with strong briefs, standards and ROI discipline.
• Keep delivery smooth: timelines, approvals, stakeholder alignment, and quality control.

Promotion of Magnus (Internal & External)

• Deliver a targeted programme to raise the profile of Magnus, aligned to commercial priorities.
• Own and execute industry award submissions, ensuring Magnus’ performance and differentiation are clearly articulated.
• Organise and optimise events and campaigns that drive measurable engagement and follow‑on actions.
• Support the external promotion of Magnus funds and capabilities, ensuring consistency with regulatory requirements and distribution strategy.
• Build direct relationships with key financial planners to strengthen feedback loops and embed Magnus within adviser workflows.
• Act as a conduit into the “investment spine”, ensuring adviser insight informs messaging, product positioning and content priorities.
• Identify and develop qualified leads for CIO and distribution follow‑up.
• Support a structured pipeline from engagement to interest and adoption.

Knowledge and Experience

• Investment management experience (asset management, multi‑asset, DFM/MPS, wealth management, investment consulting or similar).
• Demonstrable experience communicating investments to financial advisers/planners and/or end investors.
• Strong track record delivering B2B marketing and commercial engagement programmes in financial services.
• Proven capability running events and engagement at scale (virtual/live/hybrid).
• Highly confident translating investment complexity into clear, compelling narratives grounded in evidence.
• Comfortable operating in regulated environments with compliance sign‑off workflows.

Skills & Behaviours

• Investment fluency and credibility: you can hold your own with planners, investment professionals and sophisticated clients.
• Commercial instinct: you focus on what drives adoption and confidence, not vanity metrics.
• Operator mindset: you plan, execute, measure, and improve with pace.
• Collaborative and low‑ego: effective with senior stakeholders; happy enabling the CIO and partnering with the Marketing Director.
• Resilient and adaptable: calm under pressure, particularly during market events and fast‑turn requests.

Working Model

• High autonomy with clear outcomes and prioritisation aligned to the Marketing Director and CIO.
• Delivery via cross‑functional collaboration and supplier management (no direct reports).
• Ownership of standards: messaging, narrative consistency, event quality and stakeholder experience.

What Success Looks Like (KPIs)

• Helping Magnus move faster and overshoot £AuM inflow targets for the 2026/27 financial year.
• Financial Planner engagement: attendance, repeat attendance, feedback scores and post‑event actions (requests, follow‑up meetings, content usage).
• BD enablement: number and quality of CIO touchpoints delivered; improved conversion from interest → meeting → adoption.
• Roadmap delivery: milestones hit, stakeholder satisfaction and measurable uplift in proposition awareness/understanding.
• Adoption signals (where relevant): increased usage of Magnus solutions, improved planner confidence and advocacy.
• Acquisition onboarding: speed to competency, engagement levels and reduced integration friction.