Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.
Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.
We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.
Job Title:
Prospect Acquisition Marketing Manager Department:
CCO Location:
London Contract Type:
Permanent Reporting to:
Katherine Batchelor The Role
The role focuses on creating tailored marketing strategies for Private Clients at different life stages, from a younger generation to retirees. The role delivers life stage-specific content and campaigns, collaborates with product teams, and leverages data analytics to drive engagement and retention. Outcomes of the Role
Develop and implement tailored marketing strategies that address the unique needs of clients at various life stages. Create and deliver life stage-specific content that resonates with each target audience, enhancing engagement and driving lead generation. Build effective cross-channel campaigns that speak to the financial concerns and opportunities relevant to each life stage. Collaborate with product teams to ensure that marketing efforts align with product offerings designed for different life stages. Develop a lifecycle marketing approach that improves client retention and loyalty through targeted communications and offers. Leverage data analytics to understand client behaviour across life stages and adjust marketing strategies accordingly. Increase awareness and consideration of financial products and services among clients at different life stages through educational and persuasive content. Ensure campaigns deliver measurable results that contribute to the company’s overall growth goals and client retention efforts. Knowledge, Skills and Experience
Deep understanding of lifecycle marketing and how client needs evolve across different life stages. Strong experience in developing segmented marketing strategies, ideally in financial services or Wealth Management. Proficiency in creating engaging, educational content for various client segments, from young professionals to retirees. Experience with cross-channel marketing, including email, social media, and digital advertising. Ability to work collaboratively with product teams and other internal stakeholders to align marketing efforts with business objectives. Strong data analysis skills to track campaign performance and optimise strategies based on insights. Excellent communication skills, with the ability to craft messages that resonate with clients at different life stages. Proficiency in marketing automation and CRM tools to execute and monitor lifecycle marketing initiatives. Creative thinking to develop innovative campaigns that connect with clients on a personal level. Knowledge of financial products and services relevant to different life stages and their associated regulatory requirements. Marketing qualifications such as CIM or IDM. Degree in Marketing, business or related field. Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.
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Prospect Acquisition Marketing Manager Department:
CCO Location:
London Contract Type:
Permanent Reporting to:
Katherine Batchelor The Role
The role focuses on creating tailored marketing strategies for Private Clients at different life stages, from a younger generation to retirees. The role delivers life stage-specific content and campaigns, collaborates with product teams, and leverages data analytics to drive engagement and retention. Outcomes of the Role
Develop and implement tailored marketing strategies that address the unique needs of clients at various life stages. Create and deliver life stage-specific content that resonates with each target audience, enhancing engagement and driving lead generation. Build effective cross-channel campaigns that speak to the financial concerns and opportunities relevant to each life stage. Collaborate with product teams to ensure that marketing efforts align with product offerings designed for different life stages. Develop a lifecycle marketing approach that improves client retention and loyalty through targeted communications and offers. Leverage data analytics to understand client behaviour across life stages and adjust marketing strategies accordingly. Increase awareness and consideration of financial products and services among clients at different life stages through educational and persuasive content. Ensure campaigns deliver measurable results that contribute to the company’s overall growth goals and client retention efforts. Knowledge, Skills and Experience
Deep understanding of lifecycle marketing and how client needs evolve across different life stages. Strong experience in developing segmented marketing strategies, ideally in financial services or Wealth Management. Proficiency in creating engaging, educational content for various client segments, from young professionals to retirees. Experience with cross-channel marketing, including email, social media, and digital advertising. Ability to work collaboratively with product teams and other internal stakeholders to align marketing efforts with business objectives. Strong data analysis skills to track campaign performance and optimise strategies based on insights. Excellent communication skills, with the ability to craft messages that resonate with clients at different life stages. Proficiency in marketing automation and CRM tools to execute and monitor lifecycle marketing initiatives. Creative thinking to develop innovative campaigns that connect with clients on a personal level. Knowledge of financial products and services relevant to different life stages and their associated regulatory requirements. Marketing qualifications such as CIM or IDM. Degree in Marketing, business or related field. Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.
#J-18808-Ljbffr
