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Swindon / Remote
Advertising Salary
Up to £65,000

The opportunity

As the Wealth Marketing Manager you will be responsible for the day-to-day delivery of the Wealth Channel Marketing Strategy, including product communications and marketing campaigns to advisers, clients and relevant stakeholders. You'll ensure these are completed to a consistently high standard, on time and within budget, and in line with proposition development and deployment. This role covers delivery responsibilities across both Openwork and Omnis Investments brands. 
Your responsibilities will include:
  • Supporting the development and managing the delivery of the annual Wealth Marketing Strategy and communications plan. 
  • Maintaining the suite of wealth marketing material and content, ensuring items are updated and re-approved as required.
  • Inputting to the development of new wealth marketing collateral and campaigns (print & digital) and taking ownership of key tasks to ensure these are delivered to the required standard, on time and within budget.
  • Day-to-day delivery of communications to support the Wealth product proposition to advisers, staff and customers. 
  • Maintaining up-to-date Wealth product proposition content on Openwork’s Adviser portal. 
  • Working with Insight/Decision Science and Marketing Communications to devise and deliver targeted product campaigns that drive lead and revenue generation for advisers and Openwork.
  • Managing the day-to-day marketing relationship with the Omnis Investment team to ensure the timely delivery of relevant collateral to increase inflows in our core investment proposition.
  • Ensuring communications and marketing material is written and produced to required Openwork standards and complies with relevant regulations.
  • Understanding how all marketing collateral is used by advisers and customers, recommending changes as appropriate. 
  • Working with external fund providers, 2plan and internal senior stakeholders to develop new innovative and market leading product propositions and devise go-to-market strategies in conjunction with the Channel Head and other stakeholders.

What will you need to succeed?

  • Marketing or Communications qualification (ideally degree or equivalent).
  • IMC & CIM qualification would be preferred.
  • Demonstrable experience in a marketing or communications role with a Wealth, Investment or Asset Manager.
  • B2B experience, B2B2C experience ideally – communicating to consumers via third parties.
  • Extensive experience within Financial Services.
  • A strong understanding of our business goals and structure, overall business climate (including competitors) and the market opportunities and threats that Openwork faces.
  • Adequate technical knowledge to understand and communicate to required audiences.
  • An appreciation of FCA regulations regarding marketing of financial advice and investments.
  • A solid understanding of current marketing principles and their application.
  • Excellent written and verbal communications skills.
  • Ability to interpret technical or strategic information into simple, straightforward plain English appropriate for target audience.
  • Experience of using content management systems to publish online content.
  • Some experience of creative agency management and an appreciation of print and online content production processes.
  • Good organisation skills and the ability to prioritise on own initiative.
  • Proven track record for delivery to deadlines.
  • Excellent interpersonal skills including the ability to build and maintain relationships with all levels of the organisation.

Why us?

We’re a dynamic, fast-paced and growing business with huge ambition. And we believe this is all made possible by the brilliant people who are part of The Openwork Partnership family. We’re investing heavily in the development of our people, continuously striving to give them the platform to reach their full potential.

We’re also very proud of our culture, having placed in the Top 100 Best Companies to work for again in 2021. The Openwork Partnership values and respects individuality and we are committed to building an inclusive culture and environment where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

On top of offering a modern workplace with bags of development opportunities, we also offer a highly attractive benefits package to reward you for your hard work. This includes a competitive base salary, annual bonus, enhanced pension, critical illness cover, income protection and a range of other flexible benefits.

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