About the BusinessQuilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £119.4 billion in customer investments (as at end December 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.
High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.
Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!About the Role
Level:4
Department:Marketing – Platform and Investments
Location:Southampton, United Kingdom or London, United Kingdom
Contract Type:Permanent (Job Share: 3 days - Weds/Thurs/Fri)
Regulated/Non-Regulated:Non-Regulated
As the Marketing Manager at Quilter, you’ll play a pivotal role in generating customer and adviser leads. Your responsibilities will span marketing planning, campaign execution, marketing estate management and stakeholder collaboration.
The role is a job share, requiring both part-time marketing managers to work closely together. This collaboration ensures that each manager is fully aware of the other's tasks, can provide cover when needed, and ensures that all jobs progress smoothly during their working hours.
Marketing planning and proposition ownership
You will take ownership of lead generation and raising awareness of Quilter products and services. You will develop a deep understanding of your target markets and position Quilter effectively to resonate with advisers and customers.
Create and deploy marketing campaigns and collateral
Working closely with the Senior Marketing Manager you will create, manage and deliver marketing activities to support Quilter segments – this includes Quilter Financial Planning, Quilter Financial Advisers, Quilter’s platform and Quilter Investors.
To build campaigns, you will work closely with subject matter experts to ensure you have all the information required to create high-quality marketing collateral and promotional activity. You will then work with colleagues to monitor campaign effectiveness and adjust strategies as needed.
Integration with overall marketing plan
Your individual marketing plan should seamlessly integrate with the overall marketing plan led by the senior marketing manager. You will also ensure there is alignment with the broader brand messaging and corporate goals.
With support from your manager, you will be prioritising your workload through consultation with a range of business stakeholders; to manage demand and ensure we focus on highest value marketing activities.
Digital presence and social media
You’ll be responsible for bringing the Quilter proposition to life through engaging website and social media content. Working with the website and social media manager, you’ll ensure digital marketing is able to positively influence adviser and customer behaviour.
Marketing estate management
You will be responsible for managing the entire lifecycle of lead generation marketing materials, from sign-off to annual reviews. You’ll need to ensure that your Marketing activities follow the appropriate review and sign-off process, to ensure they are complaint and meet our regulatory obligations. This will involve using Quilter’s marketing Workflow System MPAH.
Stakeholder engagement
You will need to interact confidently with senior leaders and work closely with wider teams such as Sales, Operations and Compliance. You will need to clearly articulate marketing plans and results to stakeholders.
Where required, represent Marketing on Project working groups to ensure marketing requirements are understood, documented and sufficient marketing resource is available.
Commercial mindset and work prioritisation
Marketing must align with our business plan, and you will work closely with the senior marketing manager to prioritise marketing activities. You will need to evaluate marketing initiatives based on their commercial impact and then make informed decisions within allocated budgets. You will help to ensure that delivery deadlines are achievable and met.
Regulatory Obligations
Whilst this isn’t a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by ensuring that all material produced adheres to our CLEAR marketing toolkit.
About You
Proactive: Take initiative, anticipate market trends, and propose new ideas.
Ambitious: Set high standards for yourself and your team, aiming for continuous improvement.
Tech-Savvy: Stay updated on digital marketing tools and emerging technologies. Be willing to use artificial intelligence to perform your role efficiently and to a higher standard.
Inquisitive: Ask questions, seek insights, and explore new approaches.
Thorough: Pay attention to detail, ensuring accuracy in all marketing materials.
Collaborative: Foster teamwork, actively listen, and build strong relationships.
Confident: Present ideas convincingly and navigate complex discussions.
Marketing Mindset: Stay on top of new marketing practices and how these can be employed to help drive successful marketing activity and Quilter’s growth.
Behavioural Science Mindset: Use behavioural science to influence behaviour and improve customer understanding - training and external behavioural science support is available.
Your experience
- Proven experience in channel marketing within asset management or financial services industry.
- Strong understanding of the UK advisory market including nationals, networks and IFAs.
- Strong understanding of the regulatory environment.
- Expertise in creating campaigns for diverse distribution channels.
- Excellent project management skills and communication skills with the ability to manage multiple stakeholder and deadlines.
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Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
Do the right thing:We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious:We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge:We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together:Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
Core Benefits
Holiday:182 hours (26 days)
Quilter Incentive Scheme:All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
Pension Scheme:A non-contributory company pension scheme that can be boosted through personal contributions.
Private Medical Insurance:Single cover as standard with options to increase cover to include your partner or children.
Life Assurance:4x your salary.
Income Protection:75% of salary, less state benefits, payable after 26 weeks of absence.
Healthcare Cash Plan:Jersey employees only
In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.
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