This is an exciting opportunity for an experienced Marketing professional to lead and evolve our intermediary-focused marketing function.
This senior leadership role is responsible for defining and delivering a high-impact marketing strategy that drives AUM growth, strengthens Puma’s brand position, and deepens relationships across the UK financial adviser and wealth management community.
Operating as both a strategic leader and hands-on operator, the role will oversee the full marketing lifecycle across campaigns, product marketing, digital channels and thought leadership, ensuring all activity is tightly aligned to commercial outcomes, distribution priorities and market opportunities.
You will play a critical role in positioning Puma as a leading voice within the intermediary and high-net worth investment space, while building a scalable marketing infrastructure capable of supporting future product launches and continued market share expansion.
Key Responsibilities
Strategic Marketing Leadership
Define and deliver a clear, data-driven marketing strategy aligned to Puma Investments’ commercial growth ambitions
Lead marketing planning across product lines, ensuring alignment with distribution, product and operational teams
Identify opportunities to increase market share within the intermediary, HNW and mass affluent segments
Act as the senior marketing voice within the business, influencing across levels, including executive
Intermediary & Product Marketing Excellence
Own the development and execution of marketing initiatives targeted at financial advisers, wealth managers and private banks
Ensure all campaigns and collateral are tailored to how the intermediary market consumes and responds to marketing
Lead the creation of high-quality product marketing materials, translating complex investment propositions into compelling adviser-focused narratives
Develop frameworks to successfully launch new products into market
Brand, PR & Thought Leadership
Define and execute a brand strategy that differentiates Puma within a competitive tax-efficient investment landscape
Lead engagement with PR agencies and external partners to amplify market presence
Build Puma’s thought leadership profile within intermediary, HNW and mass affluent channels, including editorial placements, insights and commentary
Ensure consistent, high-quality representation of the brand across all channels
Digital & Campaign Delivery
Oversee the end-to-end digital marketing ecosystem, including website, email marketing and lead generation journeys
Design and optimise nurture campaigns to support product promotion and investor engagement
Own performance tracking across all channels, embedding a test-and-learn, data-led approach to campaign optimisation
Drive integration across digital, PR, events and content to deliver cohesive campaigns
Commercial Performance & Insight
Ensure all marketing activity is directly tied to measurable commercial outcomes
Establish and track KPIs across AUM growth, lead generation, adviser engagement and campaign ROI
Use performance data and insight to continuously refine strategy and improve impact
Build robust forecasting and reporting frameworks to support senior decision-making
Team Leadership & Operational Excellence
Lead and develop a high-performing marketing team, providing clear direction and coaching
Act as a senior figurehead within the team, setting standards for quality, accountability and pace
Ensure strong workflow management, planning discipline and execution capability across all marketing activities
Manage internal and external stakeholders effectively, including agencies and strategic partners
Oversee budgets, governance and compliance processes to ensure all activity meets regulatory requirements
Experience and Skills required
Significant experience in a senior marketing role within investment management, financial advice or the broader financial services sector, balancing strategic and operational marketing service for a business
Demonstrable understanding of the UK intermediary / IFA market and wealth management landscape, with experience marketing investment products (experience with tax efficient products beneficial, but not essential)
Demonstrable track record of building and evolving a brand to drive commercial growth
Experience working with PR agencies, editorial content and thought leadership platforms
Proven ability to operate across both strategic planning and hands-on execution
Demonstrable commercial mindset with experience linking marketing activity to revenue and AUM growth
Advanced understanding of digital marketing channels, including CRM, email distribution and website ownership
Experience designing and delivering multi-channel campaigns and nurture journeys
Analytical capability with a focus on metrics, insight and optimisation
Excellent content development skills, particularly in translating complex investment concepts into engaging narratives
Experienced people manager with the ability to build, develop and motivate teams
Highly organised with the ability to balance strategic thinking with operational delivery
Commercially driven and laser-focused on outcomes and impact
Personal Attributes
Kind
Values-driven
Excellent communicator and collaborator
Adaptable and willing to get stuck into whatever needs doing
Depth of character and gravitas but operating with humility
The drive and attitude to excel in a high performing environment whilst maintaining high levels of integrity
Energy, dynamism, and passion for complex business challenge
Organised, rigorous and disciplined
Pragmatic, resilient and practical
Credible, confident senior leader with gravitas and influence
