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Advisor Marketer

Mason Blake

London

On-site

GBP 40,000 - 80,000

Full time

30+ days ago

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Job summary

An established industry player seeks a dynamic Advisor Marketer to enhance their marketing initiatives. This role involves developing marketing strategies for investment funds, managing the global Advisor toolkit, and collaborating with various teams to ensure effective communication and compliance. The ideal candidate will have a strong background in Fund Marketing, particularly within the UK or international markets, and possess advanced Excel skills. Join a fast-growing investment management firm that values ambition and offers excellent career progression and benefits. If you're ready to take the next step in your marketing career, this is the opportunity for you.

Benefits

Competitive bonus structure
Strong progression paths
Excellent benefits

Qualifications

  • 3+ years of Fund Marketing experience, preferably with compliance knowledge.
  • Strong Excel skills and ability to manage complex data.

Responsibilities

  • Develop marketing initiatives for investment products alongside the Global Marketing team.
  • Manage and update global Advisor tool kit and marketing materials.

Skills

Fund Marketing experience
Interest in investment markets
Data management skills
Advanced Excel knowledge
Proactive self-starter
Problem-solving skills
Organizational skills
Marketing mindset
Flexible and adaptable attitude

Job description

Our client is an investment management house looking to recruit an Advisor Marketer to help develop marketing initiatives for the business’ products alongside the Global Marketing team.

The Advisor Marketer will take responsibility for the following duties:

  • Develop an understanding of how the company markets investment funds to Advisors globally.
  • Accountable for the global Advisor tool kit such as managing the messaging and content on an ongoing basis to ensure all elements remain up to date and relevant; running a project to re-align and enhance Spotlights and Factsheets.
  • Develop and adapt marketing material for use in our different market segments, taking regulatory requirements and local positioning into consideration.
  • Oversee events for the company and third parties (developing pre-event materials and presentations in association with the Investments and Client Group teams).
  • Supervise the broader dissemination of the marketing materials and messaging onto third party sites.
  • Act as a point of contact to respond to the needs of the client teams.
  • Attend relevant Client Group meetings to understand current sales priorities.
  • Collaborate with other areas of the Global Marketing team, including Investment Marketing, PR, and Creative Marketing.
  • Adhere to the Code of Ethics and related policies and ensure Compliance training, declarations, and relevant forms are completed on a timely basis.
  • Ensure that firm and client data and property, including IT data, are properly protected.
  • Report any possible breaches, errors, complaints, conduct issues, and suspicion that a client, investor, or employee may be involved in money laundering, fraud, or other crimes such as market abuse.

The Advisor Marketer will meet the following skillset:

  • 3 years of Fund Marketing experience (UK or international).
  • Interest in investment markets and understanding of pooled fund and preferably international marketing compliance requirements.
  • Comfortable with working data across multiple formats and have the capacity to develop a comprehensive understanding of the internal systems toolkit including compliance systems and fund databases.
  • Advanced knowledge of Excel.
  • Proactive self-starter who works well in a team.
  • Capable of dealing with complexity and constantly seeking to find solutions.
  • Well organized, strong attention to detail, and ability to manage deadlines.
  • Marketing mindset.
  • Flexible and adaptable attitude.

This is an ideal opportunity for an ambitious buy-side Marketing professional looking to propel their career in a fast-growing and distinctive investment management business.

The company offers strong progression paths and excellent benefits including a competitive bonus structure.

If you believe your experience meets the criteria, please apply with a copy of your CV.

Note that this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age.

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