Our client are a highly successful mortgage and finance brokerage based in Central London. This company are growing and expanding their coverage with offices in Zurich and Dubai. They specialise in the High Net Worth and Ultra High Net Worth sector, with clients from all over the UK, Europe and beyond. They are now looking for a Marketing Executive to deal with their introducer connections who refer clients to them. These introducers are central to the growth plans and this role exists to strengthen and expand those relationships
Role Summary
Own the execution and continuous optimisation of introducer marketing activity across professional services and private banking channels.
Drive increased referral volume and deeper penetration within existing introducer firms by combining relationship led marketing, structured campaign planning and hands on execution across email, events, account based marketing and CRM.
Translate complex lending, protection and structuring solutions into introducer ready narratives that strengthen their position as a trusted global debt advisory partner.
Key Responsibilities
Introducer Marketing Planning
* Develop structured marketing plans focused on increasing referrals and expanding engagement across wider adviser teams.
* Build account based marketing frameworks for priority introducers.
Referral Growth and Firm Penetration
* Design and execute campaigns that increase referral volume from existing introducers.
* Support advisers in leveraging case studies and use cases to deepen trust.
Events, and Relationship Marketing
* Co own strategy and execution of webinars, roundtables and strategic events.
* Lead event marketing structure including segmentation, landing pages and follow up journeys.
Hands On Campaign Delivery
* Build and deploy email campaigns and automated journeys.
* Create and manage landing pages, Salesforce campaigns and reporting dashboards.
* Develop social media content aligned to introducer priorities.
* Implement account based marketing frameworks for priority firms.
* Maintain high standards of brand consistency and compliance.
CRM, Governance and Reporting
* Own introducer marketing performance reporting.
Content and Case Study Development
* Build library of relevant case studies
Profile and Experience
* 3 to 5 years experience in channel, partner or professional services marketing.
* Experience with account based marketing and multi touch partner journeys.
* Strong hands on capability across email platforms and CRM systems.
* Proven experience in collateral creation across formats (digital formats, presentations, printed materials and PDFs). Including copy development and the ability to use company AI resources to create designs and copy.
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