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Liverpool, GB, L3 1NW Birmingham, GB, B4 6AT Kendal, GB, LA8 0PB Newcastle upon Tyne, GB, NE1 6EF

Date: 12 May 2025

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Department: Client Office

Location: Liverpool ideally but flexible – Newcastle, Birmingham, Kendal.

Contract Type: Permanent

The Role

The senior marketing manager, north is responsible for leading and developing the regional marketing team to provide a growth-orientated marketing programme across Rathbones businesses delivering both strategic and tactical initiatives engaging, acquiring and retaining new and existing clients.

Lead and manage a team of marketing professionals, setting and delivering stretching, but realistic, goals and evidencing value to key Rathbones stakeholders with measurable results.

As well as having an oversight of all the regional offices the role owner will have specific responsibility for the design and delivery of a comprehensive marketing strategy for our northern offices (Liverpool, Newcastle, Birmingham, Kendal) aligned with commercial objectives. The senior marketing manager will work closely with the central client marketing team and the digital marketing team, to inform and leverage central programmes, as well as create bespoke local programmes across various target segments both in the B2B and B2C arenas. Working with client development colleagues to provide a collaborative marketing and BD approach to our client facing teams.

Reporting to the head of client marketing, with a dotted line to the head of the north.

Outcomes of the Role

• Manage the team (as detailed above) to design and implement marketing strategies and programmes/plans that support growth and retention objectives for each business channel.
• Maintain a strong culture of high-quality delivery in the regional marketing team, demonstrating timeliness, accuracy and value.
• Ensure the team is knowledgeable of and motivated by clear personal and professional development opportunities, both internal and external.
• Play a key role in the development of the overall client marketing strategy by working collaboratively with the head of client marketing, channel marketing managers and business stakeholders using knowledge of best practice, industry trends and other regional learnings.
• Lead marketing’s relationship in the north, working closely with B2B and B2C marketing managers to ensure effective local deployment of national programmes, providing input into how programmes can be developed.
• Lead on the development and implementation of bespoke, local programmes aligning with the region’s business objectives.
• Identify potential strategic partner relationships and marketing opportunities locally which align with business objectives and strategy.
• Agree and develop locally targeted advertising campaigns to support business activity and raise profile.
• Understand in detail the competitor landscape and market for each of Rathbones’ target audiences in the north.
• Regularly evaluate current programmes and potential new marketing opportunities, to ensure they meet the needs of the business.
• Ensure relationships with external suppliers, agencies and third parties are transparent, honest, well maintained and deliver value for all parties.
• Use budget effectively and manage to prescribed guidelines, wherever possible gathering data to prove value and return on investment.

Knowledge & Experience

• Experienced marketing professional, likely to be from an investment/wealth management or private banking business
• Proven experience in designing and executing marketing strategy with a clear focus on ROI
• Accomplished stakeholder management, communication and influencing skills; experienced at presenting at business committees and in project teams
• Demonstrable team leadership/management experience
• Delivery/execution focused managing multiple programmes across business channels
• Product literate across financial markets and investment product set; good understanding of the regulatory environment; digital marketing literate
• Committed to personal development with a client-centric mindset

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 – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer 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. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.