Marketing Insights, Planning and Risk Manager

Aberdeen; City of Edinburgh; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading investment firm in the City of Edinburgh is seeking an Insights, Planning and Risk Manager. This role will drive insights, strategic planning, and ensure compliance within the marketing function. The ideal candidate will have strong project management skills and experience in marketing reporting and stakeholder management. The position offers a competitive package, including excellent benefits and a blended working approach.

Benefits

40 days annual leave

16% employer pension contribution

Private healthcare

Flexible benefits including gym discounts

Qualifications

• Experience of matrix planning and translating strategic initiatives into regional plans.
• Ability to present market commentary, KPI metrics, and analysis.
• Excellent project and programme management skills.

Responsibilities

• Define and deliver marketing insights and benchmarking.
• Support global co-ordination of marketing programmes.
• Ensure compliance with regulatory requirements in marketing activities.

Skills

Strategic planning

Brand and marketing reporting

Project management

Stakeholder management

Data analysis

Job description

Job Description

At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.

Aberdeen Comprises Three Businesses, Interactive Investor (ii), Investments, And Adviser, Each Of Which Focuses On Meeting And Adapting To Our Clients’ Evolving Needs

• interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them.
• Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.
• Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes.

About The Department

Investments Marketing provides global marketing of our investment capabilities to institutional, wholesale and individual investors. The specialisms covered by the team include campaigns, sponsorship and events, insights and analytics, regional marketing, digital marketing solutions, UX, as well as marketing risk and governance.

About The Role

The Insights, Planning and Risk Manager, reporting to Head of Investments Marketing, is a pivotal role supporting not only the co-ordination for the global Senior Leadership Team (SLT) but also our wider activation. The role will be instrumental in much of our team’s operating framework. Helping to understand and articulate our marketing research, co-ordinating our planning, budget measurement and tracking of our deliverables with a clear sight of risk across the function. This is a wide-ranging role supporting the Head of Investments Marketing across both strategic planning and day to day co-ordination of the wider team to ensure operational efficiency and efficacy.

Key Responsibilities

Insights – to help define and delivery regular insights and benchmarking for marketing and the wider business:

• Benchmark Aberdeen’s brand and marketing position relative to competitors and provide gap analysis on priority factors
• Deliver in-depth actionable client insight for marketing and leadership teams
• Measure brand health and equity for Aberdeen Investments
• Manage valuable and productive relationships with specialist external suppliers, including Broadridge
• Maximise insight from other data sources (CRM, UK, Ops, social media, Website, Search)
• Ensure client and market insight is embedded into marketing and business planning

Planning – ensure global co-ordination and integrated planning across activities

• Supporting Head of Investments on global co-ordination of the marketing programme and regional plans aligned to commercial priorities.
• Ongoing and regular tracking against deliverables and key KPIs
• Budget tracking and finance reporting on a regular basis
• Reporting governance
• Drive and embed a structured planning and reporting cycle across the team, aligned to corporate reporting and governance requirement
• Working with the wider marketing team to deliver professional monthly and quarterly marketing performance reporting outputs to time, specification and quality.
• Establish and minute key planning and performance evaluation sessions.
• Identify agenda items for monthly and quarterly marketing reviews and wider issues requiring SLT discussion and decisions.
• Track and report on budget allocation and spend.
• Support the Head of Investments Marketing with ensuring high visibility of our plans and business impact, to drive stakeholder confidence and motivate the team through the celebration of successes.

Risk - Oversight of the first line Compliance, Marketing Risk team ensuring that all activities comply with regulatory requirements...

• Oversight of the first line Compliance, Marketing Risk team ensuring that all activities comply with regulatory requirements, including financial crime, anti-money laundering, anti-bribery and corruption, data privacy, and sanctions.
• Supporting the team to ensure activities follow the necessary rules and regulations, and they comply with legal and regulatory boundaries and jurisdictions.
• Managing our Shield log and related due diligence on any breaches. Ensuring a robust and timely address to issues arising.

About The Candidate

• Experience of matrix planning: ability to identify coherent strategic initiatives and to translate this into regional plans that can meet the overall commercial objectives.
• Experience of brand and marketing reporting: ability to present market commentary, KPI metrics and analysis of deliverables in a concise, transparent and structured framework.
• Excellent project and programme management skills: The role holder should be able to plan, initiate, execute, control and close projects/programmes of work in a disciplined manner. Tracks and manages resources, timelines, costs, deliverables and performance. Strong emphasis on people engagement and helping others to understand what they are accountable/responsible for to make processes work effectively.
• Extensive knowledge of working within a broad multi discipline marketing and communications function, with an in-depth understanding of the end-to-end marketing process and the resources needed to support greater efficiency.
• Experience of bespoke or proprietary research methods with good analysis skills to condense, visualise and summarise large volumes of data for simple and effective engagement and recommendation.
• Familiar working with secondary data points such as Broadridge, CRM, UX, Ops, Social listing etc. to add depth to client and market insight.
• Knowledge of client experience and/or journey measurement
• Long term brand tracking/equity experience
• Excellent stakeholder management and communication skills: Ability to engage with and maintain good relationships with wide range of stakeholders to senior levels within and outside the organisation.
• Encouraging teamwork and collaboration and breaking down boundaries. Good listener as well as communicator.
• Experience of working within a fast-paced environment where decisions need to be made in a disciplined way and often under pressure.
• Useful to have experience of working in Financial Services or similar highly regulated environments.

We are a Disability Confident Committed employer and are happy to provide adjustments to the recruitment process to support candidates.

Our Benefits

There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported. When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits here.

Our business

Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do here.

An Inclusive Way Of Working

Whatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you. At Aberdeen we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business. An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements – for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability – please let us know and we’ll be happy to help. We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.