Morgan McKinley
Senior Marketing Executive
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
About the Company
Our client is a well-established investment and wealth management business with a strong reputation for delivering high-quality investment solutions and financial planning services to private clients, financial advisers, and institutional partners. With a client-first approach and a focus on long-term relationships, the business combines investment expertise with exceptional service to help clients achieve their financial goals.
About the Opportunity
This is an excellent opportunity for an experienced marketing professional with a background in investment management, asset management, or wealth management to take the next step in their career.
Key Responsibilities
- Create engaging marketing content across digital and print channels, including market updates, investment insights, thought leadership, newsletters, client communications, and campaign materials.
- Produce content that simplifies complex investment and financial planning topics for clients, financial advisers, and professional audiences.
- Work closely with investment teams and subject matter experts to ensure content is accurate, relevant, and commercially focused.
- Support the planning and delivery of integrated marketing campaigns promoting the firm's investment products, services, and expertise.
- Collaborate with digital marketing colleagues to optimize content across the website, email marketing, and social media channels.
- Coordinate marketing communications for events, webinars, and client engagement initiatives.
- Ensure all marketing materials comply with financial promotions regulations, internal governance procedures, and brand guidelines.
- Monitor campaign performance and use marketing insights to help improve future activity.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Skills & Experience Required
- Previous marketing experience within investment management, asset management, wealth management, or a similar investment-focused financial services business.
- Strong knowledge of investment markets, financial planning, and investment products.
- Proven experience producing high-quality investment-related marketing content for clients, financial advisers, or institutional audiences.
- Excellent copywriting, editing, and proofreading skills with exceptional attention to detail.
- Confidence working with investment professionals and senior stakeholders across the business.
- Experience delivering marketing campaigns within a regulated financial services environment.
- Strong organizational skills with the ability to manage multiple projects and meet competing deadlines.
- Familiarity with content management systems, email marketing platforms, and Microsoft Office.
- A degree or professional qualification in Marketing, Communications, or a related discipline is desirable.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Why Apply?
This is an opportunity to join a respected investment business where marketing plays a strategic role in supporting business growth. The successful candidate will work alongside experienced investment professionals, contribute to meaningful client communications, and gain exposure to a broad range of marketing activities within a collaborative, high-performing team.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location