Own marketing strategy and cross‑functional campaigns for private clients, ensuring regulatory compliance and data‑driven optimization.

• Develop and execute comprehensive marketing strategies for private clients and professional connections networks.
• Collaborate with Brooks Financial regarding the creation of marketing collateral, including presentations, brochures, reports, and social and digital content, ensuring alignment with our brand and regulatory requirements.
• End-to-end event management for both existing and prospective clients.
• Create or input into advertising, advertorials, etc. aimed at these target audiences.
• Lead campaigns targeted to these audiences to drive awareness and generate leads.
• Analyse marketing data and performance metrics to optimise campaigns and measure their effectiveness.
• Manage relationships with external agencies and vendors to support marketing campaigns and initiatives.
• Ensure all marketing activity adheres to the Brooks Macdonald regulatory risk framework and is compliant with local regulations across relevant jurisdictions.

Requirements provide a baseline for evaluation and hiring considerations.

• 5 years + experience in marketing
• Experience in Asset or Wealth Management is a bonus but not a requirement
• Strong project management skills, with the ability to manage multiple initiatives simultaneously
• In-depth understanding of marketing CRM tools, such as Pardot or similar to execute email marketing campaigns
• Ability to utilise data to inform decision making
• Ability to manage own priorities and meet tight deadlines
• Ability to work collaboratively and influence at all levels of the organisation
• Adaptability and resilience in a fast-paced environment

Preferred qualifications and attributes that would help fit the role.

• Asset or Wealth Management experience (bonus but not required)
• Bachelor's degree in Marketing, Business, or related field; a relevant postgraduate degree or professional qualification preferable
• Experience with marketing CRM tools, such as Pardot or similar (preferred)
• Strong project management skills, with the ability to manage multiple initiatives simultaneously
• Ability to work collaboratively and influence at all levels of the organisation
• Adaptability and resilience in a fast-paced environment
• Excellent organisational skills, ability to manage own priorities and meet tight deadlines