Marketing Manager

Puma Investments; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

An investment management firm in London is seeking a Marketing Manager to develop and execute marketing campaigns for tax-efficient products. The ideal candidate will collaborate with teams to enhance marketing initiatives and drive brand awareness. Responsibilities include planning campaigns, creating content, and leveraging data to optimize performance. The role requires substantial experience in financial services and exceptional skills in stakeholder management and project execution, all while fostering an inclusive workplace.

Benefits

Inclusive workplace policies

Opportunity for growth

Collaborative team environment

Qualifications

• Experience in financial services or investment management preferred.
• Strong understanding of regulated environments and financial promotions.
• Excellent communication and organizational skills.

Responsibilities

• Plan and execute marketing campaigns for selected products.
• Develop monthly emails and collaborate with the digital team.
• Champion test-and-learn initiatives for brand awareness.

Skills

Campaign planning

Stakeholder management

Content writing

Analytical skills

Project management

Tools

Microsoft Dynamics 365 Marketing CRM

Job description

Puma Investments are looking for a Marketing Manager to join our Marketing team in London.

Puma Investments raises funds from a variety of sources including wealth managers and IFAs from the very large including SJP, Barclays Wealth, Evelyn Partners, and Cazenove, through regional players to the very small independents, from execution-only brokers and from HNWs. We also work with leading wrap platforms including Fidelity, Aberdeen, M&G and Transact.

Within this role, you will work closely with the Head of Marketing and another Marketing Manager to help shape and implement marketing strategies and campaign plans for our range of tax-efficient and inheritance tax planning solutions. Each Marketing Manager will own a specific set of products and work together to create annual, half year and quarterly campaign plans.

As a business with ambitious growth plans, we are also committed to introducing more marketing activity to help build awareness of Puma Investments within the intermediary market.

You will also champion Puma Investments’ products within the wider marketing team, inspiring collaboration across our group marketing functions (digital, design, events, PR, and social media) to deliver on our objectives, plans and achieve outstanding results.

As part of a small but expanding marketing team, this is very much a hands‑on role that blends strategic thinking with day‑to‑day execution.

Role Responsibilities:

• Ownership of planning and executing campaign plans for select products in our product suite, working with our Head of Marketing and another Marketing Manager to ensure all product marketing plans are joined up
• Build effective relationships with Sales, Operations, and Product teams to deliver impactful marketing initiatives tailored to their areas, collaborating with these stakeholders to identify opportunities for enhancement and bridge gaps in existing marketing assets
• Responsible for the development of our monthly email for identified products, taking the lead on content creation while partnering closely with our digital team to ensure seamless execution through these channels
• Collaborate closely with our digital team to ensure our products are showcased effectively and accurately on our website
• Work in collaboration with the team to build out social media plans for Puma Investments that have a regular cadence of activity across our product sets
• Champion test‑and‑learn initiatives to help build brand awareness, and to scale our marketing capability, developing compelling proposals for pilot campaigns, conducting analysis to validate concepts, and seamlessly transitioning successful pilots into standard practice
• Enhance and expand our suite of collateral (both financial adviser and investor facing), developing new content while continuously improving and updating existing materials
• Work in collaboration with the Strategic Partnerships team, to deliver the components of their plans, for example content opportunities
• Collaborate closely with our Commercial Director to maximise educational and thought leadership content through our marketing channels
• Opportunity to work on a range of webinars supporting thought leadership, performance updates and product pushes, with responsibilities including storyboarding, overseeing production and developing promotional plans (pre and post event)
• Opportunity to drive sales through direct‑to‑investor initiatives, such as targeted direct mail and email campaigns
• Produce and ensure communications are maintained in line with financial promotion principles, using our compliance and asset management system (Dot Approve)
• Be a champion for Consumer Duty within the marketing team, ensuring that our communications are customer friendly

Experience Required:

• Experience working within financial services and/or Investment Management is preferred, ideally within intermediary marketing
• Demonstrable passion for delivering first‑class marketing communications and user experiences
• Proven understanding of working in a regulated environment with experience of financial promotions and marketing compliance processes
• Exceptional organisational skills with the ability to multi‑task and prioritise workloads and demands from across the business
• Demonstrable project management skills, with the drive and commitment to deliver campaign plans according to go live dates
• Excellent content writing skills, with the ability to turn technical information into customer friendly language
• Data driven with the ability to analyse campaign performance, to continually optimise future campaigns
• Working knowledge of email marketing CRM modules, with Microsoft Dynamics 365 Marketing CRM experience being preferred
• Superb attention to detail and proofreading skills
• Strong stakeholder management skills both internally and with external third parties
• Excellent problem‑solving skills, and creative thinker
• Consistently demonstrates high levels of discretionary effort
• Team‑centric outlook

Personal Attributes

• Kind
• Values‑driven
• Excellent communicator
• Adaptable and willing to get stuck into whatever needs doing
• Depth of character and gravitas but operating with humility
• The drive and attitude to excel in a high performing environment whilst maintaining high levels of integrity
• Energy, dynamism, and passion for complex business challenge
• Organised, rigorous and disciplined
• Pragmatic and practical
• Approachable

About Us

Founded in 2012, Puma Capital Group is an award‑winning investment manager operating within the tax efficient space and is a leading provider of growth capital to UK SMEs and property finance to developers and real estate investors.

The Puma Capital Group comprises four businesses focused on delivering long‑term sustainable growth for our investors and partners:

• Puma Investments
• Puma Property Finance
• Puma Growth Partners
• Puma Public Markets

Collectively the Group has over £1 billion in assets under management, supports over 14,000 investors, and has funded over £2 billion in property developments across the UK. We are proud to have assisted dozens of businesses across the UK elevate and build to deliver on their brilliant ideas.

In the years since we were set up, Puma Capital Group has grown significantly. We are now around 140 people across the Group, with our staff working from our head office in London, and regional offices in Manchester and Edinburgh. We are part of the Shore Capital Group which has offices in London, Liverpool, Guernsey and Berlin.

It is an exceptionally exciting time for our business. Combining our already very strong track record with ambitious growth strategies, we have already developed our market share substantially and are looking to build further on our success.

At Puma, we are committed to fostering an inclusive and diverse workplace. As an equal opportunity employer, we consider all applicants for employment without regard to race, religion, age, sexual orientation, gender identity, gender reassignment, family or parental status, national origin, veteran status, neurodiversity, or disability status.

We strive to provide a work environment free from discrimination and harassment, where everyone has the opportunity to thrive. Our commitment to equal opportunity extends to all aspects of employment, including recruitment, hiring, promotion, compensation, benefits, training, and development.

Importantly, research shows that men typically apply for roles when around 60% of the criteria is met, however, women and other underrepresented people often only apply when they tick every box. So, if you think you have what it takes, but don't necessarily meet every single point outlined in the role description, please do still get in touch – we would love to hear from you!