Marketing Campaign Coordinator

3 weeks ago

London, Greater London, United Kingdom Evelyn Partners Full time
Job Overview

Objective

The primary aim is to assist in the implementation and execution of the firm's marketing initiatives targeted at key intermediary audiences, including Independent Financial Advisors (IFAs), utilizing a comprehensive array of marketing channels.

The focus is to elevate the visibility and reputation of Evelyn Partners among crucial intermediary audiences by demonstrating our investment acumen.

Core Responsibilities

Campaign Design & Implementation

  • Collaborate with the Head of Intermediary Marketing (B2B or B2B2C) to create fully integrated marketing campaigns that effectively communicate our expertise and enhance brand recognition.
  • Ensure alignment of marketing initiatives with Business Development goals to increase assets under management (AUM) as part of the overarching go-to-market strategy.
  • Develop retention strategies to keep Evelyn Partners top-of-mind for intermediaries, aiding in the retention of AUM and securing repeat business.
  • Implement strategies that precisely target priority intermediary audiences by:
  • Conducting competitor analysis, market insights, and industry research to identify preferred channels and key messaging for our investment solutions.
  • Collaborating closely with Business Development and stakeholders to align our investment offerings with audience requirements.
  • Planning and briefing campaign activities to engage target audiences through owned and paid digital channels, printed materials, public relations, and events.
  • Working alongside the broader Financial Services marketing team to activate through a mix of marketing channels.
  • Establishing, communicating, and maintaining timelines and priorities for each project, managing any changes effectively.

Channel and Network Expansion

  • Stay updated on FCA regulatory changes (e.g., COBS 4, Consumer Duty, Sustainability Disclosure Requirements (SDR)) to ensure compliance in marketing communications.
  • Monitor competitor activities, industry trends, and economic factors to inspire innovative ideas.
  • Identify and assist in the development of new online and offline channel activities to reach priority intermediary audiences.

Strategic and Tactical Planning

  • Maintain a clear understanding of the firm's long-term marketing objectives while also identifying and executing short-term tactical opportunities when suitable.
  • Generate reports for digital engagement (e.g., e-comms, web traffic, social media) to analyze campaign performance and pinpoint optimization opportunities.
  • Compile reports on in-person event attendance and collaborate with Business Development teams to utilize findings for activity enhancement.
  • Manage budgets to ensure all events and marketing activities are executed cost-effectively while tracking expenditures.

Event Coordination and Execution

  • Partner with Business Development to oversee the event strategy for key intermediaries, which may include webinars, seminars, third-party exhibitions, sponsorships, and networking events tailored to specific objectives.
  • Define objectives and relevant marketing metrics to assess the success of events for each target audience.
  • Collaborate with Business Development teams (central or regional) to brief and coordinate regional event programs.
  • Guide the delivery team on asset creation, online promotion, and, when applicable, preparation of presentations for both online and in-person events.
  • Assist the BD Sales Support team with assets required by third parties, including digital/video graphics or event portal content.

Engagement and Follow-up

  • Work with Business Development colleagues to formulate a communication plan aimed at nurturing and re-engaging intermediary clients and prospects.
  • Stay informed about any updates to systems or technologies.

Qualifications

Essential Skills and Experience

  • Demonstrated experience in multi-channel marketing planning and/or campaign management with a solid understanding of campaign integration and effectiveness.
  • Proven track record in a marketing role within a commercial setting.
  • Strong relationship-building skills with both internal and external stakeholders.
  • Experience in delivering events as part of a marketing growth strategy.

Key Competencies

  • Effective planning and organization skills.
  • Results-oriented approach – meeting deadlines and targets.
  • Commercial awareness – recognizing profitable and scalable opportunities.
  • Collaborative mindset – ability to work effectively with colleagues at all levels.
  • Excellent communication skills are crucial.
  • Resilience and enthusiasm.
  • Team-oriented, with the capability to thrive in a collaborative sales environment.

Education and Qualifications

  • A relevant marketing qualification is preferred, such as a certificate or diploma from the Institute of Direct Marketing or the Chartered Institute of Marketing.

Additional Information

As a member of Evelyn Partners, you will enjoy benefits that include:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contributions
  • Hybrid working model (role dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We are committed to fostering a diverse workforce that reflects society and our clients. At Evelyn Partners, we actively support various employee resource groups and implement multiple diversity, equity, and inclusion initiatives across the organization. We strive to create a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected and empowered to reach their full potential in a safe, supportive, and inclusive environment.

We are happy to make reasonable adjustments to accommodate your needs throughout the application process. Please inform your Recruiter of any requirements.

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