Up to £80,000 pro rata equivalent
London based – hybrid working (3 days office / 2 days home)
3-Month Fixed-Term Contract (Paternity Cover) – Immediate Start
A fantastic opportunity has arisen to join a highly regarded private banking and asset management firm, as they seek an accomplished senior marketer to provide three months’ paternity-leave cover within its Investment & Client Solutions Marketing team. Operating at Associate Director level, this is a hands‑on, fast‑moving brief for someone who can step in quickly and keep a portfolio of high‑profile initiatives moving without losing momentum.
Reporting to the Head of Investment & Client Solutions Marketing, you will act as a senior marketing partner to investment, product and client‑facing teams—keeping projects on track, stakeholders aligned, and every output on‑brand and fully compliant. The role centres on four flagship workstreams, including a major annual Investment Summit and an extensive, ongoing rebranding drive.
Candidates will ideally bring marketing or communications experience gained within banking, wealth management or asset management.
Key Responsibilities
Annual Investment Summit
- Take ownership of the day‑to‑day marketing workstream for the firm’s flagship annual investment summit, from early planning through to post‑event follow‑up.
- Coordinate senior internal stakeholders — investment solutions, relationship managers and senior leadership — alongside external agencies.
- Oversee the development of event communications and collateral, including invitations, agendas, speaker biographies, presentations and follow‑up materials.
- Ensure all content is on‑brand, compliant and consistent with the firm’s investment views and client communication standards.
- Track key metrics such as registrations, attendance, engagement and feedback, providing concise reporting and recommendations.
Next‑Generation Client Network
- Support the strategic positioning and visibility of the firm’s next‑generation client and future leaders network.
- Plan and coordinate communications and engagement activity, including events, webinars, thought leadership and internal communications.
- Ensure messaging resonates with a next‑generation client audience while remaining aligned to the brand and strategic priorities.
- Monitor participation, engagement and feedback, and help refine the communications approach.
Rebranding Programme
- Drive the rollout of a significant rebranding across key marketing and client touchpoints.
- Prioritise and coordinate updates to fund and strategy materials, presentations, brochures and digital assets.
- Act as a brand guardian, ensuring the visual identity and tone of voice are applied consistently throughout.
- Work closely with design, brand and compliance colleagues to manage approvals and resolve issues as they arise.
Fund Content Review & Simplification
- Lead the review, simplification and standardisation of fund content, including product sheets, strategy overviews, presentations and web copy.
- Translate technical investment language into clear, client‑friendly messaging suitable for private banking clients and prospects.
- Partner with investment specialists, product management and compliance to keep content accurate, balanced and approved.
- Introduce or refine content structures and templates to improve clarity, consistency and efficiency.
General Marketing & Stakeholder Management
- Provide senior marketing project management across these initiatives and other ad‑hoc priorities.
- Manage timelines, approvals and stakeholder expectations, escalating issues where required.
- Support budget oversight on assigned projects, including cost estimates, purchase orders, invoice follow‑up and simple tracking.
Requirements
- Typically 7–10 years’ marketing or communications experience, ideally gained within private banking, wealth management or asset management.
- A proven track record in project‑based marketing, spanning investment or client events (conferences, summits, webinars), brand or rebranding initiatives, and investment product or fund marketing materials.
- A strong background in investment content (funds, strategies and markets) and a flair for simplifying it for non‑specialist audiences.
- A record of managing complex, multi‑stakeholder projects with clear outcomes, timelines and governance.
- Prior experience within a global or matrix organisation is an advantage.
- Educated to degree level (2:1 or above) in a relevant subject.
