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  • Build out structured marketing campaigns for prospects and existing clients.
  • Deliver all product launch processes.
  • Develop and execute CRM strategy.
  • Development and execution of campaign plans to ensure timely delivery of relevant and compelling marketing messages.
  • Measure campaign effectiveness against agreed metrics.
  • Building awareness of competitor activity to help differentiate marketing communications and campaigns.
  • Budgetary control and management of relevant marketing activity.
  • Working with the Sales and wider marketing team to design and manage an events programme in support of broader revenue & retention targets


  • Track-record in B2B financial services marketing ideally with experience of selling through the Adviser distribution channel.
  • A digital first mindset, comfortable with use of marketing automation systems
  • Experience in campaign management and broad marketing skills (creative development, copywriting, idea generation and good design judgement.)
  • Experience of developing campaign briefs and propositions.
  • Knowledge of Salesforce and marketing automation systems (preferably Hubspot)
  • Good influencing and communication skills
  • Experience ideally from a financial services marketing background
  • UK experience is essential

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