Qualifications
Key Responsibilities:Campaign Strategy & DeliveryLead the comprehensive development and execution of multi-channel investment campaigns for AJ Bell's Advised business.Manage the annual investment campaigns calendar, ensuring alignment with commercial priorities across Sales and Investments.Translate objectives such as net flows, retention, and investment growth into measurable marketing activities with defined KPIs.Present campaign strategies, performance insights, and optimization recommendations to senior leadership.Oversee the strategic positioning and messaging of AJ Bell Investments on the D2C platform, collaborating closely with the D2C marketing team.Messaging & Content DevelopmentCreate clear, compelling value propositions for advisers, paraplanners, and clients.Utilize behavioral insights to distill complex investment concepts into persuasive narratives that build confidence.Collaborate closely with technical, product, sales, and marketing teams to ensure messaging accuracy and relevance.Effectively communicate intricate investment ideas through simple, impactful stories that inspire action.Integrated ExecutionGuide and coordinate with external agencies as well as internal design, content, and digital teams to produce high-quality campaign assets.Ensure cohesive campaigns across Communications, Digital, and Events.Adhere to FCA financial promotions regulations and internal governance standards in collaboration with Compliance.Performance & OptimizationJointly manage campaign performance and evaluation, leveraging insights for continuous improvement.
About the job
AJ Bell stands as one of the foremost investment platforms and asset management firms in the UK, experiencing robust growth in both our advised and direct-to-consumer offerings. As we enhance our investment capabilities, we are in search of a commercially savvy Senior Investment Marketing Manager to propel our next growth phase.
This influential position is pivotal to our advised business, shaping the way advisers interact with AJ Bell Investments while achieving tangible commercial results. You will primarily focus on the Advised channel and strategically oversee investment positioning on our D2C platform, collaborating closely with the D2C marketing team responsible for execution.
You will spearhead the comprehensive development and delivery of integrated investment marketing campaigns that align with our commercial objectives. By blending investment expertise, behavioral insights, and modern marketing strategies, you will craft campaigns that resonate with advisers, driving engagement and action.
This role is an excellent opportunity for an individual who thrives in shaping strategy, rapidly testing ideas, and leveraging data and insights to enhance performance, drive net flows, and ensure long-term growth.
About AJ Bell
At AJ Bell, we are dedicated to providing exceptional investment services and empowering individuals to take control of their financial futures. With a strong market presence and a commitment to innovation, we continuously strive to enhance our offerings and deliver value to our clients.