Senior Manager, Financial Intermediaries Marketing

Job description:

Role Title: Senior Manager- Wealth Intermediaries Marketing

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

If you meet some of these criteria and are excited about the role, we encourage you to apply

• 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.

Success in this role will be measured by

• Increased engagement with target adviser firms.
• Growth in awareness, consideration and adoption of Rath…