Strategic Marketing Manager

5 days ago

Horsham, West Sussex, United Kingdom Schroders Full time

Role Overview

We are seeking a highly skilled Marketing Manager to lead our consumer channel marketing initiatives. This challenging role involves maintaining smooth operations across our in-house financial planning venture and forming productive alliances with our affiliate firms. The position offers a unique opportunity to orchestrate a variety of campaigns, communications, and marketing strategies to achieve our ambitious growth targets.

The ideal candidate has an impressive track record in initiating and managing multi-channel marketing activities. Adept at building robust relationships with stakeholders, the candidate is assertive yet tactful, and comfortable with shaping outcomes and challenging the norm.

Company Overview

At Benchmark, our mission is simple: We aim to aid financial advisers throughout their professional journey, helping them optimise their business value and facilitate exceptional financial planning experiences for their clients.

Our unique, proprietary solutions form our operational core, supporting the entire financial planning process. By integrating practice management, regulatory support, client portal, and investment platform, we yield tangible advantages for our users.

Overseeing £20bn of assets, and proudly partnering with over 1000 advisers, we cultivate the "Benchmark difference" – superior productivity and experience achieved through incessant guidance and support throughout their lifecycle: initiation, operation, growth, and eventual exit.

Responsibilities

  • Develop an extensive, multi-channel marketing strategy to recruit, augment, and retain individual clients to our financial planning businesses.
  • Facilitate high-quality marketing plans and activities in collaboration with key stakeholders.
  • Contribute to fortifying and optimising the brand.
  • Utilise digital and traditional media to connect with the target demographic.
  • Create a range of actionable collateral and content to boost client lifecycle.
  • Deliver timely, accurate, and positive messages to advisers to drive business growth.
  • Generate ideas, establish and oversee campaigns.
  • Gather and process pertinent metrics to assess success and secure value for money.
  • Offer marketing assistance to other business divisions, including acting as an advisor to our associated firms.

Requirements

  • 3-5 years of relevant experience as a Marketing Manager.
  • Expertise in B2C environment planning and delivery.
  • Familiarity with financial planning or similar financial services business.
  • Exceptional relation and stakeholder management aptitude.
  • Proficient in English, with polished communication and proof-reading skills.
  • Confidence in presenting ideas and interacting with senior stakeholders.
  • Excellent organisational skills, with the ability to deliver on tight deadlines.
  • Ability to handle concurrent projects and adapt to evolving priorities.
  • Proficient with digital and data tools. Salesforce and account engagement experience would be a plus.

Personal Traits

  • Organised, with an emphasis on efficient time management.
  • Dedicated and success-driven.
  • Passionate about offering an exceptional client experience.
  • Methodical, with meticulous attention to detail.
  • Collaborative approach.
  • Innovative mindset with a desire for continuous improvement.
  • Thriving in a fast-paced environment.
  • Results-oriented, with the capability to drive projects to completion and yield defined results or impacts.
  • Data-focused when making decisions.
  • Modelled around our organisation's values.

Benchmark realises potential irrespective of your background as we are committed to delivering exceptional investment performance to our clients through active management. To better fulfil our purpose, we promote diversity of thought via an inclusive culture. We are an equal opportunities employer and all are welcome here, regardless of age, disability, gender identity, religious belief, sexual orientation, socio-economic background, or any other protected characteristics.

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