Investment Trust Marketing, Associate Director
Company
Location
London, England, United Kingdom
Posted At
5/13/2025
Advertise with us by contacting: [email protected]
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Description
About The Opportunity
Job Type: Permanent
Application Deadline: 31 May 2025
Title Investment Trust Marketing, Associate Director
Department UK Wholesale Marketing
Location London or Kingswood, Surrey
Reports To Head of UK Wholesale Marketing
Level 7
We are proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Investment Companies Marketing team which covers our Investment Trust business and feel like you’re part of something bigger.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients, and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
About Your Team
The UK Wholesale Marketing team is responsible for communicating the breadth of Fidelity’s investment capabilities and solutions. In the case of our Investment Companies business, this includes marketing to both investment professionals and retail investors. Working closely with our sales and investment colleagues, the marketing team shapes media campaigns, provides product information, develops market insights and brings investment to life through educational content. We look to convey a clear and compelling story while doing so through the most effective and appropriate marketing medium and channel.
Global Investment Solutions | Fidelity International | United Kingdom
About Your Role
This is a hands-on role that will drive the success of marketing programs supporting the growth of Fidelity’s range of listed Investment Companies.
You will be accountable for the execution of the marketing strategy to integrate plans for both investment professionals and retail investors. This includes the existing shareholder base as well as activity to attract new investors.
Utilising paid and owned channels, online and offline, you will plan and deliver programs of activity that align with the objectives of the Investment Companies business and the wider needs of Fidelity’s UK distribution. Success is measured against defined KPIs set down by the Boards of each Investment Company.
By seeking continuous improvement and greater efficiency in the use of marketing budget and resource, you will be expected to evolve and optimize promotional plans and contact strategies for each customer segment. This will involve working closely with colleagues and senior stakeholders in Marketing, Sales, Investment Management and the Investment Companies business to shape and influence messaging and priorities.
You will also brief and manage ongoing relationships with agencies and vendors supporting delivery of planned activity, including effective service level evaluation.
You will oversee the process to manage production and maintenance of investment companies marketing output and ensure all programs and materials meet compliance and regulatory requirements.
About You
You will have strong technical knowledge of marketing retail investment products, ideally Investment Trusts. This will include audience segmentation, media planning, creative development, copywriting, agency management and performance measurement.
With a passion for both communication and investment markets, you will show the ability to understand diverse information and distil it into key messages, effective client content and successful campaigns.
You are resilient and able to manage and prioritise multiple objectives and demands on your time.
You will be confident working with colleagues at all levels of our organisation and our agency partners, with the ability to influence others and develop supportive and productive working relationships.
You will be process-oriented and have an analytical and enquiring mind, able to support evidence-based marketing and evolve best-practice.
You are able to mix strategic ‘big picture’ thinking with practical and detailed ‘hands-on’ application. As such, you set yourself high standards, have an eye for detail, take pride in your work, have a strong work ethic and always look to produce the best client experience possible.
Experience And Qualifications Required
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.
Job Type: Permanent
Application Deadline: 31 May 2025
Title Investment Trust Marketing, Associate Director
Department UK Wholesale Marketing
Location London or Kingswood, Surrey
Reports To Head of UK Wholesale Marketing
Level 7
We are proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Investment Companies Marketing team which covers our Investment Trust business and feel like you’re part of something bigger.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients, and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
About Your Team
The UK Wholesale Marketing team is responsible for communicating the breadth of Fidelity’s investment capabilities and solutions. In the case of our Investment Companies business, this includes marketing to both investment professionals and retail investors. Working closely with our sales and investment colleagues, the marketing team shapes media campaigns, provides product information, develops market insights and brings investment to life through educational content. We look to convey a clear and compelling story while doing so through the most effective and appropriate marketing medium and channel.
Global Investment Solutions | Fidelity International | United Kingdom
About Your Role
This is a hands-on role that will drive the success of marketing programs supporting the growth of Fidelity’s range of listed Investment Companies.
You will be accountable for the execution of the marketing strategy to integrate plans for both investment professionals and retail investors. This includes the existing shareholder base as well as activity to attract new investors.
Utilising paid and owned channels, online and offline, you will plan and deliver programs of activity that align with the objectives of the Investment Companies business and the wider needs of Fidelity’s UK distribution. Success is measured against defined KPIs set down by the Boards of each Investment Company.
By seeking continuous improvement and greater efficiency in the use of marketing budget and resource, you will be expected to evolve and optimize promotional plans and contact strategies for each customer segment. This will involve working closely with colleagues and senior stakeholders in Marketing, Sales, Investment Management and the Investment Companies business to shape and influence messaging and priorities.
You will also brief and manage ongoing relationships with agencies and vendors supporting delivery of planned activity, including effective service level evaluation.
You will oversee the process to manage production and maintenance of investment companies marketing output and ensure all programs and materials meet compliance and regulatory requirements.
About You
You will have strong technical knowledge of marketing retail investment products, ideally Investment Trusts. This will include audience segmentation, media planning, creative development, copywriting, agency management and performance measurement.
With a passion for both communication and investment markets, you will show the ability to understand diverse information and distil it into key messages, effective client content and successful campaigns.
You are resilient and able to manage and prioritise multiple objectives and demands on your time.
You will be confident working with colleagues at all levels of our organisation and our agency partners, with the ability to influence others and develop supportive and productive working relationships.
You will be process-oriented and have an analytical and enquiring mind, able to support evidence-based marketing and evolve best-practice.
You are able to mix strategic ‘big picture’ thinking with practical and detailed ‘hands-on’ application. As such, you set yourself high standards, have an eye for detail, take pride in your work, have a strong work ethic and always look to produce the best client experience possible.
Experience And Qualifications Required
- Strong technical understanding of financial markets, investment products and the competitive landscape.
- Previous experience of the investment companies/trust sector preferable.
- Experience of developing messaging and briefs for business-to-business and end-consumer communications, especially through digital channels
- Experience with the Adobe Analytics and Marketo platforms would be advantageous.
- IMC or similar professional qualification desired.
- Knowledge of the UK regulatory framework as it applies to investment companies, asset managers and distributors.
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.
Advertise with us by contacting: [email protected]
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