Marketing Manager - Intermediaries (Financial Services)

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here:

Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

Job purpose

We’re seeking an talented individual to join our dynamic Marketing team in London. You will drive impactful marketing campaigns across multiple channels to engage key intermediary audiences such as IFAs (Independent Financial Advisers).

Your work will enhance Evelyn Partners brands visibility and reputation with key intermediary audiences by showcasing our investment expertise.

Key Responsibilities

Campaign Development & Execution

• Support the Head of Intermediary Marketing (B2B or B2B2C) to develop fully integrated campaigns designed to communicate our subject-matter expertise and strengthen brand awareness. 
• Align marketing campaigns with Business Development’s objectives to grow our assets under management (AUM), as part of the overall go-to-market (GTM) plan.
• Plan retention strategy to keep Evelyn Partners at the forefront intermediaries’ minds
• Execute strategies that target priority intermediary audiences by:
• Understanding audience needs through competitor analysis, market insights and industry research to determine preferred channels and key messaging for our range of investment solutions.
• Plan and brief campaign activities to reach target audiences, using owned and paid-for digital channels, printed collateral, PR and events. 
• Working with wider Financial Services marketing team, activate through mix of marketing channels.
• Set, communicate and maintain timelines and priorities on every project and manage when these change.

Channel and Network Development

• Stay informed about FCA regulatory changes (e.g. COBS 4, Consumer Duty, Sustainability Disclosure Requirements (SDR)) to ensure marketing communications are within the legal framework.
• Stay informed about competitor activities, industry trends, and economic factors to help generate fresh ideas.
• Identify and help develop new online and offline channel activity to reach priority intermediary audiences.

Strategic and Tactical Planning

• Maintain a clear vision of the firm's long-term marketing goals while also identifying and implementing short-term, tactical wins where appropriate.
• Establish reports for digital engagement (e-comms, web traffic, social, etc) to analyse and identify opportunities for optimisation.
• Establish reports for in-person event attendance and work with Business Development teams to use findings to review and improve activities.
• Maintain budgets to ensure all events and marketing activities are delivered cost-effectively and track spend.

Event Planning and Execution

• Work with Business Development to manage event plan for key intermediaries.  This may include planning of webinars, seminars, third-party exhibitions and event sponsorships.
• Work with Business Development teams (central or regional) to brief and coordinate the regional event programmes.
• Guide the delivery team on asset creation, online promotion, and when relevant, preparation of slides for online and in-person events.
• Assist BD Sales Support team with assets required by third-parties, to include digital/video graphics or event portal content,

Engagement and Follow-up

• Collaborate with Business Development colleagues to develop communications plan designed to nurture and re-target intermediary clients and prospects.
• Stay up to date with any systems or technological updates

Key Skills and Experience

• Proven experience of multi matrix marketing planning and/or campaign management with a strong understanding of campaign integration and effectiveness,
• Demonstrable experience in a Marketing role in a commercial environment
• Relationship building skills with internal and external stakeholders
• Proven experience of delivering events as part of a marketing growth strategy

Key Competencies

• Planning and organizing
• Results orientation – delivering to deadlines and targets
• Commercial awareness – understanding profitable and scalable opportunities
• Collegiate – ability to work cooperatively with colleagues at all levels
• Excellent communication skills are essential
• Resilience and enthusiasm
• Team player, with the ability to work in collaborative sales environment

Qualifications and Education

• Relevant marketing qualification is desirable e.g. Institute of Direct Marketing or Chartered Institute of Marketing certificate or diploma level

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients.  At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation.  It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. 

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process.  Please let your Recruiter know.