Senior Regional Marketing Executive - South-West

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.
*As of June 2025

Role Title: Senior Regional Marketing Executive - South-West

Division: Marketing and Client Strategy

Location: Winchester, Exeter or Cheltenham

Contract: Permanent 

Working pattern: Hybrid

About the Role

This is a varied and exciting role for an experienced Senior Marketing Executive which focuses on events and sponsorship for a high-net-worth audience. A key support and delivery role with the Regional Marketing team assisting in developing and executing effective events and campaigns that line up to our overall marketing plan for the South region. You will be someone who enjoys taking ownership and seeing ideas through from concept to delivery, with excellent organisational skills and a proactive approach.

You’ll be working within a supportive team and will be confident in managing multiple events and campaigns while simultaneously overseeing everything from venue sourcing and supplier management to creative briefing, email communications and post‑event reporting.  You will collaborate closely with colleagues, senior stakeholders and external partners to ensure every detail reflects the expectations of our high‑net‑worth audience.

As part of the South Regional Marketing team, your role will cover our Winchester, Bristol, Cheltenham, Exeter, Chichester and Bournemouth offices with some travel required to each office, along with a quarterly team meet-up in London.

What you’ll be responsible for

• Supporting the Senior Regional Marketing Manager to create and deliver initiatives that target key audience segments as well as engage and grow our current client base.
• Event & Sponsorship Management: Own the planning and delivery of key events and sponsorship activations (primarily in-person) including end-to-end logistics, supplier management, client communications and key stakeholder engagement, with a focus on commercial returns, and an appreciation for key contractual benefits.

• Ability to lead and manage end-to-end logistics, supplier engagement, and hospitality coordination. Ensure compliance with Health & Safety, risk assessments, contracts, and GDPR.
• Act as key stakeholder for agencies, confidence in briefing agencies and coordinate with external suppliers to effectively deliver on key marketing activations and partnerships, ensuring the highest quality is always delivered
• Build strong relationships across regional & wider marketing teams, wider internal functions and stakeholders to ensure effective delivery of campaigns, strategic partnerships, and events.
• Data-Driven Marketing: Confidence in actively inputting and collaborating with the team to leverage data insights for targeted campaigns & activity to effectively engage key audience segments, as well as engage and grow our existing client base.
• Content Development: Be confident in drafting, proofreading, and editing marketing materials, including collateral and client communications, ensuring alignment with brand tone, compliance & working alongside stakeholders to develop local content pieces to be leveraged across all available channels, including social media.
• Budgeting: Work effectively within a budget to plan, develop, and activate campaigns. Support the Senior Marketing Manager with budget forecasting, reconciliation, invoicing, and cost negotiation.
• Reporting: Clear understanding of, and commitment to, measuring and reporting on the commercial value of all marketing campaigns undertaken for the region.

About you

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

• Strong experience of working in a corporate environment as part of a marketing team, preferably within a matrix organisation.
• It is beneficial to have experience of operating in professional services, with a sound understanding of Wealth Management, and the needs of High Net Worth Individuals.
• Able to deliver and work to tight deadlines, multi-task and ability to time manage own work effectively, as well as working with other members of the team to share best practice and skills coaching.
• Ability to work collaboratively across marketing and non-marketing functions to deliver campaigns and initiatives.
• Experience of managing and executing premium events, experiences and sponsorship activations.
• Strong experience in inputting and delivery of multi-channel marketing campaigns.
• Ability to evaluate and provide objective feedback on concepts and creative execution.
• Proactive approach; strong organisational skills; strong attention to detail.
• Experience of implementation of brand guidelines and consistency within activations
• Experience of working with multiple suppliers and agencies.
• Understanding of hospitality and gift support.
• Skilled in helping manage budgets and ROI against core event programmes

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
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• 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, Menopause Matters@Rathbones’ 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 Disability Confident Employer (level 2) 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, click here. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.

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.