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Marketing Services Manager

Information About This Job

Job Title: Marketing Services Manager
Contract Type: Permanent
Location: London
Salary: £50,000 - £60,000
Contact Name: Max Heppleston
Contact Email:
Job Published: about 1 year ago

Job Description

We are seeking an experienced Marketing Services Manager on behalf of our client, a London based investment management firm.


About The Role

To lead and manage all client and introducer key communications with particular responsibility for production and delivery in the most efficient and cost effective way possible. We are looking for someone to introduce new ideas and improve process in taking responsibility for the marketing services function and therefore giving them the focus and direction required.


Skills & Experience

  • Clear, engaging and timely communication of all new products and services or enhancements to clients (in the widest sense – this includes introducers, clients of introducers and direct clients)

  • Work closely with the Legal Team and other teams to initiate, co-ordinate and communicate updates to all terms and conditions, and with the IT and Investment Management teams on all data impacting client proposals and fact finds, etc.

  • Contribute to all relevant client and intermediary facing projects across the business

  • Responsible for all client service documents such as application forms, FAQs and fee sheets, ensuring the processes that the user experiences are clear and easy to follow.

  • Manage the Marketing Production assistant(s)

  • Become the marketing team point of contact for all fund data – working with internal teams and external

  • providers (e.g. Financial Express) to ensure that fund and model portfolio data is accurate externally

  • Manage the production and distribution of investor updates such as – snapshots, factsheets and investment updates for the range of funds and model portfolios. Spearhead continual process improvements, automation and publication speed

  • Manage the production and distribution of hygiene documents including KIIDs and EMT

  • Manage the process for quarterly updates working with the investment and client reporting teams in the production and distribution of Portfolio Valuations

  • Manage the on-boarding and updates for all white labels

  • Responsible for performing testing ahead of IT releases

  • Work closely with the Change Management, Legal and Compliance teams on all fund updates and changes


Skills & Experience

  • Accuracy and attention to detail

  • Tenacity – able to see things through to the end

  • Diplomacy and drive – get agreement and co-operation from diverse teams and colleagues. Taking people with you

  • Able to multi-task and prioritise

  • Ability to take a wide view of the impact of changes, not operating in a silo

  • Great command of the English language – ability to explain enthusiastically, clearly and in a friendly way on paper and face to face.

  • Really good understanding of IT streamlining possibilities and possibly some hands on data or design skills

  • How to clearly communicate about a non-tangible product / service to retail clients and / or intermediaries

  • A knowledge of the financial services industry is a bonus but not pre-requisite

  • An understanding of fund data management

  • Some experience of building scalable production processes



  • No specific qualifications are required but the candidate should be well educated – English and Maths at good

  • grades at a minimum

  • A marketing qualification would be a bonus but experience and attitude are more important.


Additional Information

  • Working in a very small team, this person has to have a ‘hands on’ approach and be willing to do a whole range of tasks.

  • A great sense of humour is a pre-requisite

  • Occasional trips to the Edinburgh office may be required

  • There will be occasionally be times when late night or weekend working will be required.

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