Marketing Accountability and Operations Manager

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title:  Marketing Accountability and Operations Manager

Department: CCO

Location: London

Contract Type:  Permanent

Reporting to: Iain Clark

The Role

This role oversees the creation and maintenance of a strong marketing operations infrastructure, focusing on improving operational workflows and resource utilisation. The role coordinates cross-functional teams to execute campaigns effectively, manages marketing operational technology, and ensures compliance with regulatory standards such as GDPR. They are also responsible for establishing and monitoring KPIs to enhance performance and efficiency 

Outcomes of the Role

• Oversee the creation and maintenance of a strong marketing operations infrastructure, ensuring seamless workflow and collaboration across teams.
• Develop and implement marketing processes and workflows to enhance operational efficiency and streamline campaign execution.
• Establish and monitor operational KPIs to ensure marketing activities are performed on time, within budget, and aligned with strategic goals.
• Coordinate cross-functional teams and stakeholders to ensure the successful execution of marketing campaigns and initiatives.
• Lead efforts to optimise marketing operations, identifying bottlenecks and implementing solutions to improve performance.
• Manage the marketing technology stack, ensuring the correct tools are in place and properly utilised to support marketing goals.
• Ensure compliance with internal policies and external regulations, including GDPR and data privacy laws, across all marketing operations.
• Provide training and support to marketing teams on operational processes, tools, and systems to drive consistent execution

Knowledge, Skills and Experience

• Proven experience in marketing operations management, ideally within a complex and regulated industry such as financial services or wealth management.
• Strong understanding of marketing technologies and tools, including CRM systems, project management software, and marketing automation platforms.
• Expertise in process optimisation and operational workflow design to enhance efficiency
• Strong project management skills, with the ability to manage multiple campaigns and initiatives simultaneously.
• Excellent communication and collaboration skills for working effectively across teams and departments.
• Knowledge of regulatory and compliance requirements related to marketing activities, including GDPR and data privacy laws.
• Analytical skills to monitor and evaluate operational performance metrics, with a focus on continuous improvement.
• Experience in training and supporting marketing teams on operational tools, systems, and processes.
• Ability to lead cross-functional initiatives and drive organisational change in marketing operations.
• Detail-oriented with a strong commitment to maintaining compliance and operational accuracy in all marketing activities
• Marketing qualifications such as CIM or IDM

• Degree in Marketing, business or related field

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 – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.