Marketing Campaign Manager

Recruit Wealth are delighted to be representing one of the UK s fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity backed expansion and strategic acquisition.

This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK.

Their marketing team now seeks to hire for a high-performing Marketing Campaign Manager to take ownership of integrated, multi-channel campaigns.

This role is ideally suited to someone who has already operated within financial services or financial planning and understands the balance between commercial impact and regulatory responsibility.

You ll combine strategy, creativity and data to deliver campaigns that genuinely move the needle owning everything from concept through to optimisation, with clear visibility of the results you drive.

The Opportunity

You ll be responsible for translating business objectives into targeted, insight-led campaigns that generate high-quality leads and support long-term growth.

Working closely with sales, compliance and senior stakeholders, you ll deliver campaigns that are not only engaging but also fully aligned to financial services regulation and client expectations.

Your ability to navigate a regulated environment and understand the nuances of financial audiences will be key to success.

Key Responsibilities

Campaign Strategy & Planning

• Translate business objectives into clear, insight-led campaign strategies
• Define audiences, messaging, KPIs and success measures
• Plan and deliver integrated campaigns across digital, email, social, content, paid media and offline channels
• Ensure all campaigns are fully compliant with financial services regulation and internal governance

Campaign Delivery & Ownership

• Lead campaigns end-to-end: concept execution optimisation reporting
• Manage timelines, budgets, resources and dependencies
• Coordinate cross-functional teams including compliance, sales and external agencies
• Proactively manage risks and ensure campaigns remain aligned to regulatory requirements

Content & Messaging

• Develop compelling, compliant messaging tailored to financial audiences
• Write and brief campaign assets including emails, landing pages, ads and nurture journeys
• Ensure all content is clear, accurate and suitable within a regulated environment

Digital, Data & CRM

• Implement UTM tracking to ensure accurate attribution
• Use Google Analytics to track performance and user behaviour
• Leverage HubSpot for campaign execution, automation and lead nurturing
• Build and optimise customer journeys with a strong understanding of financial decision-making processes

Performance & Optimisation

• Monitor campaigns against KPIs in real time
• Produce clear, insight-led reports for stakeholders
• Optimise campaigns using data and performance trends
• Feed learnings into future campaign strategy

Budget Management

Manage campaign budgets effectively, ensuring strong ROI

Track and reallocate spend based on performance

Key Experiences and Deliverables

• Proven experience within financial services, financial planning or wealth management
• Strong understanding of working within a regulated environment and compliance frameworks
• Track record of delivering successful multi-channel marketing campaigns
• Strong copywriting skills, with the ability to produce clear, compliant financial messaging
• Strong analytical mindset with the ability to turn data into actionable insight
• Highly organised, able to manage multiple campaigns simultaneously

Hands-on experience with:

• HubSpot (campaigns, workflows, reporting)
• Google Analytics
• UTM tracking and attribution
• Website CMS platforms

Personal Attributes

Detail-driven, with a strong appreciation for compliance and accuracy

Commercially aware with a focus on measurable outcomes

Confident stakeholder manager, able to work closely with compliance and senior teams

Proactive, solutions-focused and comfortable in a fast-paced environment

What success looks like in this role .

Campaigns delivered on time, on budget and fully compliant

Tangible impact on lead generation, engagement and conversion

Strong stakeholder confidence, particularly across compliance and leadership teams

Continuous improvement in campaign performance and ROI

This is a home based/remote role with occasional travel as and when the team and business requires.

An excellent opportunity to join a leading Financial Services name, if this opportunity really appeals, please in touch with us here at Recruit Wealth with your application soon as possible.