Head of Channel Marketing -Weath Management -UK

Head of Channel Marketing - Wealth Managers - UK

Purpose of your role

The role requires specialist channel knowledge of the different wealth manager channels (fund-of-funds, stockbrokers, private banks, including FSUs and family offices), along with a high degree of technical investment knowledge and an understanding of fund selection processes. Creating thematic arguments to support investment cases and compelling quantitative and qualitative arguments for products is paramount.

Job Description:

The role requires specialist channel knowledge of the different wealth manager channels (fund-of-funds, stockbrokers, private banks, including family offices), along with a high degree of technical investment knowledge and an understanding of fund selection processes.

Creating thematic arguments to support investment cases and compelling quantitative and qualitative arguments for products is paramount.

The candidate will own the communication programme to wealth managers ensuring marketing activity is impactful, effective and measured. The span of activity ranges from competitor intelligence, including displacement and complimentary analysis, through to developing targeted investment marketing programmes for the different wealth manager audiences using a number of delivery channels.

Your key accountabilities

Client and Competitor Intelligence and Sales ideas

· Helping develop segmentation and targeting within the wealth manager channels by aligning product requirements, sales strategies and communication requirements to determine which clients (breakdown by type) and their product understanding preference and interest. Responsible for activity evaluation and measurement of success, and budget oversight and management

· Identifying competitor peer groups and complimentary and displacement product opportunities, turning them into compelling sales arguments for use in the consultative selling process (face-offs, simple optimisation, screening). These will be defined and targeted according to client type e.g. FOFs, private client investment managers etc

· Developing knowledge of different clients groups fund analysis and selection criteria to help pitch and position fund options and solutions

· Keeping track of industry developments and opportunities to help drive the product development process

Investment Marketing & Product support

· Developing of a programme that creates a ‘dialogue’ with clients on investment issues - from market and macroeconomic trends & developments, through to views and opinions on investment disciplines, including trends, approaches and current and long-term arguments for investment

· Product positioning - ensuring products differentiated, positioned and clearly articulated within the range and according to market place needs

· Defining product support requirements for core funds and emerging tactical opportunities, including timely delivery of ‘pitch-book’ presentations, regular fund commentary covering explanations and rationale behind fund positioning and performance.

· Developing standard RFI delivery

· Defining channel requirements for improvements in product reporting and disclosure

Your skills and experience

· Strong technical and investment product knowledge (bonds, equities, property and alternatives), coupled with the ability to translate investment trends and fund performance/positioning into timely and interesting investment marketing

· Strong commercial awareness required and the ability to operate to a high level of autonomy with senior sales and investment colleagues

· Strong stakeholder management and influencing skills to forge effective relationships across the investment team, product management, Competitor and Fund Analysis and Investment Communications groups to deliver best in class communications and investment marketing material

· Ability to work with FIL sales teams and key client representatives, understanding their needs and delivering to them with timely high quality deliverables

· Good communication skills, attention to detail and the ability to manage and prioritise multiple projects

· Ability to understand diverse information, distil information into key messages and handle and prioritise simultaneous objectives

· Analytical and process-oriented: to support evidence-based investment marketing & evolve best-practices

Number of Reports:

The candidate requires strong stakeholder management skills as delivery is supported by other functions in and outside of the wholesale marketing group, namely the Investment Communications, Product Management and Competitor and Fund Analysis, Communication Programmes and E-Business marketing teams.