About Y TREE
We are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money. We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations.
We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting-edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The business was founded in 2017 by three successful entrepreneurs and business-builders with diverse experiences and skill-sets in Technology, Corporate Advice and Investment Management, and is backed by some of Europe’s leading investors
Job title : Digital Demand Generation Manager (1 Year FTC Maternity Cover)
Department : Marketing
Hiring Manager: Head of Brand & Marketing.
About Y TREE
We are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money. We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations.
We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting-edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The business was founded in 2017 by three successful entrepreneurs and business-builders with diverse experiences and skill-sets in Technology, Corporate Advice and Investment Management and is backed by some of Europe’s leading investors.
The Role
The Digital Demand Generation Manager owns Y TREE’s digital client acquisition engine end to end, CRM and marketing technology stack, the website, and paid media, from planning through to live buying.
CRM & Marketing Technology
- Own and administer HubSpot day to day: workflows, list segmentation, data hygiene.
- Act as marketing’s primary liaison with the Product team on Hubspot and salesforce integrations — briefing requirements, testing changes, and troubleshooting issues between CRMs and downstream systems.
- Similar liaison for any other digital platform that needs technical input or support, including the website and ad platforms.
- Own the wider digital subscriptions and platform stack: evaluate tools, manage renewals and licences, and recommend consolidations or additions as the stack evolves.
- Identify and implement AI-enabled features within
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