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- Tasks: Lead the marketing strategy for Magnus, driving engagement and building trust in investment propositions.
- Company: Join a fast-growing investment management firm with a dynamic culture and innovative approach.
- Benefits: Competitive salary, performance-related bonus, hybrid work model, and professional development opportunities.
- Other info: Opportunity for rapid career growth in a supportive and collaborative environment.
- Why this job: Make a real impact in investment marketing while collaborating with industry leaders.
- Qualifications: Strong investment management experience and excellent communication skills are essential.
The predicted salary is between 65000 - 75000 ÂŁ per year.
Reports to: Marketing Director (Wren Sterling)
Location: London (Hybrid) with travel across the UK as required
Salary: ÂŁ65,000-ÂŁ75,000 + performance-related bonus + benefits
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
- 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
Knowledge and Experience
Essential:
- 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.
- Executive-level communication: crisp writing, strong facilitation, credible presence.
- 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 ÂŁAuM 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.
Head of Investments Marketing in London employer: Wren Sterling
Contact Detail:
Wren Sterling Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Investments Marketing in London
✨Network Like a Pro
Get out there and connect with people in the investment management space. Attend industry events, webinars, or even local meet-ups. The more you engage with others, the better your chances of landing that Head of Investments Marketing role!
✨Show Off Your Expertise
When you get the chance to chat with potential employers, don’t hold back! Share your insights on investment strategies and market trends. This will not only showcase your knowledge but also build trust and credibility with them.
✨Follow Up Like a Boss
After any meeting or event, make sure to follow up with a thank-you email. Mention something specific from your conversation to remind them of your chat. This keeps you fresh in their minds and shows your enthusiasm for the role.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through our site can give you an edge, as it shows your genuine interest in being part of the Magnus team.
We think you need these skills to ace Head of Investments Marketing in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your relevant experience in investment management and marketing. We want to see how your skills align with the role of Head of Investments Marketing at Magnus!
Showcase Your Storytelling Skills: Since this role is all about compelling investment storytelling, include examples of how you've effectively communicated complex investment concepts in the past. We love a good narrative that resonates with financial planners and clients alike!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use crisp language that reflects your executive-level communication skills. We appreciate clarity and brevity, especially in a fast-paced environment like ours.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Wren Sterling
✨Know Your Investment Stuff
Make sure you brush up on your investment management knowledge. Be ready to discuss portfolios, market conditions, and performance metrics in a way that resonates with financial planners. This role demands confidence and credibility, so knowing your stuff will help you shine.
✨Craft Your Story
Prepare a compelling narrative about your previous experiences in B2B marketing and engagement programmes. Think about how you can translate complex investment concepts into relatable stories that planners can use with their clients. Practice articulating this clearly and concisely.
✨Engagement is Key
Since the role involves building relationships with financial planners, think of ways to demonstrate your ability to engage effectively. Prepare examples of past events or campaigns you've run that drove engagement and led to measurable outcomes. Show them you can create high-impact touchpoints!
✨Show Your Collaborative Spirit
This position requires working closely with various stakeholders, so be ready to discuss how you've successfully collaborated in the past. Highlight your experience in managing cross-functional teams and how you’ve influenced outcomes without direct authority. They’ll want to see you can lead through collaboration.