Job Specifications
Puma Investments are looking for a Marketing Manager to join our Marketing team in London.
Puma Investments raises funds from a variety of sources including wealth managers and IFAs from the very large including SJP, Barclays Wealth, Evelyn Partners, and Cazenove, through regional players to the very small independents, from execution-only brokers and from HNWs. We also work with leading wrap platforms including Fidelity, Aberdeen, M&G and Transact.
Within this role, you will work closely with the Head of Marketing and another Marketing Manager to help shape and implement marketing strategies and campaign plans for our range of tax-efficient and inheritance tax planning solutions. Each Marketing Manager will own a specific set of products and work together to create annual, half year and quarterly campaign plans.
As a business with ambitious growth plans, we are also committed to introducing more marketing activity to help build awareness of Puma Investments within the intermediary market.
You will also champion Puma Investments’ products within the wider marketing team, inspiring collaboration across our group marketing functions (digital, design, events, PR, and social media) to deliver on our objectives, plans and achieve outstanding results.
As part of a small but expanding marketing team, this is very much a hands-on role that blends strategic thinking with day-to-day execution.
Role Responsibilities:
Ownership of planning and executing campaign plans for select products in our product suite, working with our Head of Marketing and another Marketing Manager to ensure all product marketing plans are joined up
Build effective relationships with Sales, Operations, and Product teams to deliver impactful marketing initiatives tailored to their areas, collaborating with these stakeholders to identify opportunities for enhancement and bridge gaps in existing marketing assets
Responsible for the development of our monthly email for identified products, taking the lead on content creation while partnering closely with our digital team to ensure seamless execution through these channels
Collaborate closely with our digital team to ensure our products are showcased effectively and accurately on our website
Work in collaboration with the team to build out social media plans for Puma Investments that have a regular cadence of activity across our product sets
Champion test-and-learn initiatives to help build brand awareness, and to scale our marketing capability, developing compelling proposals for pilot campaigns, conducting analysis to validate concepts, and seamlessly transitioning successful pilots into standard practice
Enhance and expand our suite of collateral (both financial adviser and investor facing), developing new content while continuously improving and updating existing materials
Work in collaboration with the Strategic Partnerships team, to deliver the components of their plans, for example content opportunities
Collaborate closely with our Commercial Director to maximise educational and thought leadership content through our marketing channels
Opportunity to work on a range of webinars supporting thought leadership, performance updates and product pushes, with responsibilities including storyboarding, overseeing production and developing promotional plans (pre and post event)
Opportunity to drive sales through direct-to-investor initiatives, such as targeted direct mail and email campaigns
Produce and ensure communications are maintained in line with financial promotion principles, using our compliance and asset management system (Dot Approve)
Be a champion for Consumer Duty within the marketing team, ensuring that our communications are customer friendly
Experience Required:
Experience working within financial services and/or Investment Management is preferred, ideally within intermediary marketing
Demonstrable passion for delivering first-class marketing communications and user experiences
Proven understanding of working in a regulated environment with experience of financial promotions and marketing compliance processes
Exceptional organisational skills with the ability to multi-task and prioritise workloads and demands from across the business
Demonstrable project management skills, with the drive and commitment to deliver campaign plans according to go live dates
Excellent content writing skills, with the ability to turn technical information into customer friendly language
Data driven with the ability to analyse campaign performance, to continually optimise future campaigns
Working knowledge of email marketing CRM modules, with Microsoft Dynamics 365 Marketing CRM experience being preferred
Superb attention to detail and proofreading skills
Strong stakeholder management skills both internally and with external third parties
Excellent problem-solving skills, and creative thinker
Consistently demonstrates high levels of discretionary effort
Team-centric outlook
Personal Attributes
Kind
About the Company
Puma Investments offers a wide range of award-winning investments across private equity, property finance and quoted equities that help to support investors, growing SMEs and professional property developers throughout the UK. We are proud to be part of Shore Capital, a financial services group with a 30+ year track record of excellence, a strong balance sheet and a 200-strong, multi-disciplinary team across five offices. To date we have raised over £480 million since 2005 and, more importantly, we've paid over £150 million ...
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