Senior Manager, Financial Intermediaries Marketing

Role Title: Senior Manager- Wealth Intermediaries Marketing

Division: Marketing and Client Strategy

Location: London

Contract:  Permanent

Working pattern: Hybrid

About the role

Join Rathbones at an exciting time as we shape our go-to-market strategy for 2027 and beyond for the intermediary wealth market. This is a high-impact role where you'll lead the development of marketing strategies and campaigns for our wealth management propositions that strengthen our relationships with Independent Financial Advisers (IFAs) and drive business growth.

Working closely with stakeholders across Rathbones and the wider Chief Commercial Office, you'll create compelling marketing campaigns, deliver engaging events and webinars, and use data-driven insights to maximise audience engagement. If you enjoy bringing strategic ideas to life, building strong relationships, and seeing the direct impact of your work, this is a fantastic opportunity to help influence the future direction of one of the UK's leading wealth management firms.

Success in this role requires the ability to translate complex investment capabilities into compelling adviser-facing propositions that clearly articulate the value Rathbones can bring to advisers and their clients, positioning Rathbones as a trusted wealth management partner.

What you’ll be responsible for

• Development and execution of marketing strategies that promote Rathbones' discretionary wealth management services, model portfolio services and broader wealth capabilities to UK financial advisers.
• Develop a deep understanding of adviser firms, including their commercial objectives, operating models and evolving client needs, using these insights to shape proposition messaging and marketing strategy.
• Create multi-channel marketing plans designed to generate quality leads and increase FUM.

About you

If you meet some of these criteria and are excited about the role, we encourage you to apply

• Excellent understanding of UK financial adviser firms, their business models, commercial challenges, regulatory environment and evolving client needs - Essential
• Significant experience marketing wealth management solutions that support adviser engagement and intermediary distribution growth is essential.  Proven experience developing marketing programmes that support intermediary distribution teams and drive engagement with adviser firms - Essential
• Strong understanding of data-driven marketing and lead generation tactics, with expertise in multi-channel marketing, digital marketing, events, and traditional marketing- Essential.
• Good understanding of Salesforce and email marketing tools.
• Ability to collaborate with internal teams, including sales and distribution, to align marketing with business objectives.

Success in this role will be measured by

• Increased engagement with target adviser firms.
• Growth in awareness, consideration and adoption of Rathbones’ wealth propositions, including discretionary investment management.
• Increased adoption of Rathbones discretionary investment and adviser solutions.
• Strong alignment with intermediary distribution teams.
• Demonstrable contribution to commercial growth.

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

·       A company pension - 9% non-contributory or 10% if you contribute 5%

·       Private medical insurance – Individual on joining, family after 1 year’s service

·       Life assurance  - 8 x salary

·       Income protection – 75 % salary

·       Company share scheme

·       Flexible holidays – purchase up to 5 additional days

·       Discretionary bonus

·       Green Car Scheme

·       Family friendly policies – enhanced family leave for parents & carers

·       Study support – study days and funding for courses and qualifications

·       Season travel ticket loans

·       Volunteering days

·       Gym discounts

·       Other voluntary benefits you can choose to suit you 

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

·       Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.

·       Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces. 

·       The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at recruit@rathbones.com

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work:

- We aim high
- We get it done
- We show we care
- We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.