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Wisdomtree UK

Posted 13 days ago

Open

Marketing Specialist

LondonHybridFull-time

AI Summary

Develops and executes marketing campaigns and content for financial advisers, supporting brand awareness, adviser engagement, and business growth for WisdomTree UK.

About this role

Albemarle Street Partners, now part of WisdomTree, is a discretionary investment manager providing financial advisers with model portfolios, multi-asset funds and centralised investment propositions.

We are looking for a proactive and experienced marketing specialist to help drive awareness of our brand, support adviser engagement, and contribute to the growth of our business. This is a broad and hands-on marketing role offering exposure across content creation, digital marketing, events, client communications and business development support.

This role is ideal for an experienced financial services marketer who enjoys creating high-quality content, managing campaigns, and working closely with different stakeholders. You will play a key role in shaping how we communicate with financial advisers and position our investment solutions in the market.
You will have the opportunity to develop your expertise across the full marketing mix while joining a growing, dynamic and ambitious business.

Key Accountabilities and Scope

  • Create compelling adviser-focused content across a variety of formats, including articles, thought leadership, brochures, presentations, website copy, email campaigns, podcasts and sales collateral.
  • Develop engaging presentations, pitch decks, case studies, and client-facing materials that support business development, adviser engagement, and client retention.
  • Translate complex investment concepts into clear, relevant, and compelling communications for financial advisers and intermediary audiences.
  • Plan, execute, and optimise integrated marketing campaigns across digital and traditional channels to support commercial objectives.
  • Manage website content and ensure all digital channels remain accurate, relevant, and engaging.
  • Deliver and optimise adviser email marketing campaigns, monitoring KPIs including engagement, conversion, deliverability, and pipeline contribution.
  • Plan and deliver adviser events, webinars, conferences, and other marketing initiatives.
  • Work closely with Partnerships, Investment and Product teams to develop marketing collateral that supports adviser conversations and business development opportunities.
  • Ensure all marketing content and communications are consistent with the company's brand, messaging, and tone of voice.
  • Ensure all marketing activity complies with FCA regulatory requirements and internal governance processes.

    • Skills and Qualifications

  • At least 5 years' marketing experience in a financial advice firm, DFM, or multi-asset investment house.
  • Exceptional written and verbal communication skills.
  • Proven ability to produce high-quality marketing content and collateral across multiple formats.
  • Experience writing adviser-facing content and marketing collateral, with the ability to translate investment concepts into clear, compelling communications for financial advisers and intermediary audiences.
  • Experience supporting business development and sales teams with marketing collateral.
  • Strong organisational skills with the ability to manage multiple priorities simultaneously.
  • Ability to work independently in a fast-paced environment.

    • Desirable Skills

  • Experience in marketing Model Portfolio Services (MPS), multi-asset solutions, or discretionary investment services.
  • Strong understanding of the UK financial adviser and intermediary market.
  • Familiarity with developing thought leadership, sales enablement materials, campaign content, and client-facing materials

    • Skills

    Campaign ManagementContent CreationCopywritingDigital MarketingEmail MarketingEvent ManagementFCA ComplianceModel Portfolio ServicesPresentation DevelopmentWeb Content Management

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