Senior Manager, Financial Intermediaries Marketing

Rathbone Brothers; Greater London; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Company share scheme

Discretionary bonus

Flexible holidays

Green Car Scheme

Family policies

Study support

Season travel ticket loans

Job summary

Rathbones is seeking a senior marketer to lead go-to-market strategy for the intermediary wealth market in London. You will drive campaigns, events and webinars, turning complex investment capabilities into clear adviser propositions that grow relationships with IFAs and clients.

You will translate market insights into compelling messaging, manage a team, and ensure campaigns deliver measurable ROI across digital channels, events and social platforms.

Qualifications

• Knowledge of UK adviser firms, business models, regulatory environment and client needs.
• Experience marketing wealth management solutions and intermediary distribution growth.
• Data-driven marketing expertise across multi-channel channels, events, digital and traditional tactics.
• Ability to collaborate with sales/distribution teams to align marketing with objectives.
• Strong communication, leadership and stakeholder engagement skills.

Responsibilities

• Develop and execute marketing strategies that promote Rathbones’ discretionary wealth management services to UK financial advisers.
• Shape proposition messaging informed by adviser firm insights and evolving client needs.
• Create multi-channel marketing plans to generate quality leads and grow FUM.
• Collaborate with distribution and internal teams to align campaigns with business goals.
• Create adviser-focused content and engagement programs addressing industry challenges.

Skills

UK adviser landscape

Wealth management marketing

Data-driven marketing

Multi-channel marketing

Salesforce

Email marketing tools

Leadership

Project management

Regulatory awareness

Communication

Tools

Salesforce

Email marketing tools

Job description

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future.

We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with £113.6bn in assets under management (as of March 2026) and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.

Division: Marketing and Client Strategy

Location: London

Contract: Permanent

Working pattern: Hybrid

About the role

Join Rathbones at an exciting time as we shape our go-to-market strategy for 2027 and beyond for the intermediary wealth market. This is a high-impact role where you'll lead the development of marketing strategies and campaigns for our wealth management propositions that strengthen our relationships with Independent Financial Advisers (IFAs) and drive business growth.

Working closely with stakeholders across Rathbones and the wider Chief Commercial Office, you'll create compelling marketing campaigns, deliver engaging events and webinars, and use data-driven insights to maximise audience engagement. If you enjoy bringing strategic ideas to life, building strong relationships, and seeing the direct impact of your work, this is a fantastic opportunity to help influence the future direction of one of the UK's leading wealth management firms.

Success in this role requires the ability to translate complex investment capabilities into compelling adviser-facing propositions that clearly articulate the value Rathbones can bring to advisers and their clients, positioning Rathbones as a trusted wealth management partner.

What you’ll be responsible for

• Development and execution of marketing strategies that promote Rathbones' discretionary wealth management services, model portfolio services and broader wealth capabilities to UK financial advisers.
• Develop a deep understanding of adviser firms, including their commercial objectives, operating models and evolving client needs, using these insights to shape proposition messaging and marketing strategy.
• Create multi-channel marketing plans designed to generate quality leads and increase FUM.
• Collaborate with distribution teams and internal stakeholders to align marketing strategies with business objectives.
• Create content and engagement programmes that help advisers navigate industry challenges, improve client outcomes and build stronger businesses.
• Leverage data-driven targeting and prospect database marketing to optimise campaign performance and maximise lead generation.
• Manage and monitor campaigns across digital channels, webinars, events, and social media.
• Ensure brand consistency across all marketing initiatives, in alignment with the overall company brand strategy.
• Provide in-depth reporting on campaign performance, offering insights and recommendations for optimisation.
• Stay informed on industry trends and adapt marketing strategies to meet changing market demands.
• Manage and mentor a team of marketing professionals, fostering a culture of innovation and high performance.

About you

• Excellent understanding of UK financial adviser firms, their business models, commercial challenges, regulatory environment and evolving client needs - Essential
• Significant experience marketing wealth management solutions that support adviser engagement and intermediary distribution growth is essential. Proven experience developing marketing programmes that support intermediary distribution teams and drive engagement with adviser firms - Essential
• Strong understanding of data-driven marketing and lead generation tactics, with expertise in multi-channel marketing, digital marketing, events, and traditional marketing- Essential.
• Good understanding of Salesforce and email marketing tools.
• Ability to collaborate with internal teams, including sales and distribution, to align marketing with business objectives.
• Excellent communication skills with the ability to present ideas clearly to stakeholders.
• Leadership experience with a proven track record of managing and developing marketing teams.
• Strong project management skills, with the ability to manage multiple campaigns.
• Knowledge of the financial services industry and regulatory environment affecting intermediaries.
• Ability to use marketing analytics tools to track and optimise campaign performance.
• Creative and strategic thinker with strong problem-solving skills, capable of driving innovation in marketing strategies.

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance - 8 x salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones’ and Armed Forces.
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Disability Confident Employer (level 2) under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online, click here. If you require adjustments to apply for a role at Rathbones, please contact us via [e-mail] to let us know what adjustments you may need.

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work:

• We aim high
• We get it done
• We show we care
• We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.