CHANNEL MARKETING EXECUTIVE JOB DESCRIPTION

When campaign materials fall out of compliance or distribution channel messaging loses coherence, wholesale and institutional sales teams lose traction in regulated markets fast. The Channel Marketing Executive owns the planning, delivery, and governance of marketing activity across investment distribution channels - wholesale, institutional, and intermediary - ensuring every campaign meets financial promotions requirements while moving funds under management in the right direction. Few marketing roles require fluency in both IMC-level investment knowledge and multi-country campaign execution. That combination is what this seat demands.

As the Channel Marketing Executive, you plan and deliver integrated marketing programs across investment distribution channels, translating product and strategy content into compliant, commercially effective campaigns that support sales and retention goals. You sit within the marketing function, working closely with Senior Channel Managers, business development, and central marketing services teams spanning content, digital, events, and compliance.

Career Impact: Deep exposure to ETF strategies, multi-asset products, and European wholesale distribution builds a specialist profile that opens doors to senior channel marketing or product marketing roles in asset management.

Business Impact: The campaigns and materials you produce directly support the sales teams responsible for growing funds under management across institutional and intermediary client segments.

Growth Opportunity: Managing budgets, KPI frameworks, and regulatory sign-off processes at this level accelerates your path toward a Senior Channel Marketing Manager mandate.

• Develop and execute integrated marketing campaigns across wholesale and institutional distribution channels to support sales and retention targets.
• Manage and maintain product enablement materials including brochures, presentations, email content, and website pages to reflect current strategy.
• Partner with Senior Channel Managers and business development to align campaign plans with distribution priorities across target markets.
• Monitor marketing budgets, process invoices accurately, and track spend against plan throughout the campaign cycle.
• Define KPIs for each campaign, report on results with clear narrative, and recommend strategic adjustments based on performance data.
• Research competitor marketing activity including trade press and digital channels, identifying enhancements to keep the program competitive.
• Ensure all marketing communications meet brand standards, financial promotions regulations, and data protection requirements before distribution.

• Bachelor's degree in Marketing, Business, or a related field, or equivalent work experience.
• 3 or more years of marketing experience within financial services or asset management, with a track record of executing campaigns across European distribution channels.
• Investment knowledge spanning ETFs, equities, bonds, and multi-asset strategies sufficient to create accurate product communications.
• Understanding of financial promotions compliance requirements and data protection regulations governing marketing in investment management.
• Strong project management skills with demonstrated ability to manage multiple campaigns and stakeholders simultaneously.
• Experience monitoring marketing budgets, tracking spend, and managing invoice processes.
• Effective written communication skills with ability to produce clear, accurate marketing copy adapted for different channel audiences.

• IMC accreditation or equivalent investment industry qualification demonstrating formal product knowledge.
• Knowledge of UK and European investment industry structures including the institutional, wholesale, and IFA intermediary markets.
• Business-level proficiency in French or Spanish to support marketing activity across European distribution territories.
• Experience establishing KPI reporting frameworks and analyzing campaign ROI to inform ongoing strategy.

• Campaign compliance rate, measured as percentage of materials passing first-time regulatory sign-off.
• KPI attainment per campaign, tracking performance against agreed lead, retention, and engagement targets.
• Budget variance, reflecting accuracy of spend tracking and invoice management against the annual plan.
• Materials currency rate, measuring the proportion of product content updated within required review cycles.
• Competitive review cadence, tracking frequency and quality of recommendations drawn from market benchmarking activity.

• Base Salary Range: $65,000 to $90,000 per year depending on experience and market.
• Bonus: Annual performance bonus typically 8 to 15 percent of base salary.
• Equity: Equity participation uncommon at this level in financial services marketing roles.
• Health Benefits: Medical, dental, and vision coverage standard across most employers in this sector.
• PTO: 15 to 20 days annually plus public holidays.
• Common Perks: Study support for IMC or CFA examinations, professional membership reimbursement, and hybrid working arrangements.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Candidates are considered for all positions without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to individuals with disabilities throughout the application and employment process upon request. Employment is contingent on successful completion of a background check, which may include review of credit history relevant to financial services roles. Applicants must be authorized to work in the United States.

The Channel Marketing Executive owns the planning and delivery of integrated marketing campaigns across European wholesale and institutional distribution channels, with a focus on ETF strategies for markets including Switzerland, Spain, Benelux and Italy. Working closely with the Senior Channel Manager and virtual marketing services teams, this role drives client sales and retention by developing product enablement materials, monitoring budgets, and ensuring all communications meet brand and compliance requirements.

Key Responsibilities

• Contribute to European wholesale and institutional marketing plans in collaboration with the Senior Channel Manager.
• Support delivery of high quality campaigns and marketing activity to drive client sales and retention.
• Manage and develop product enablement materials including brochures, presentations, emails and website content.
• Monitor budgets, record all activities accurately and manage invoices in accordance with internal procedures.
• Define and report on KPIs for EU campaigns, identifying successes and failures to adapt strategy accordingly.
• Research competitor campaigns including trade press advertising and web activity, recommending enhancements where appropriate.
• Ensure all communications meet brand, compliance, Regulatory and Data Protection requirements.

Required Qualifications

• Degree qualified, ideally with IMC accreditation.
• Experience working in asset management or financial services, with a track record of planning and executing marketing campaigns in Europe.
• Knowledge of online and offline marketing activities and application of digital technology to drive customer acquisition.
• Experience monitoring marketing budgets and managing invoices.
• Investment knowledge across ETFs, equities, bonds, multi-asset and passive and active management strategies.
• Strong project management skills with ability to manage multiple projects and stakeholders simultaneously.
• Fluent in French and/or business-level Spanish.

Embedded within the financial services marketing function, the Channel Marketing Executive develops and implements high-impact marketing strategies in partnership with the Institutional and UK IFA Sales teams. Working closely with the Senior Channel Marketing Manager and the Central Marketing team, this role drives campaign delivery, content adaptation, budget management and ROI analysis to support client acquisition and retention across institutional and intermediary channels.

Core Functions

• Partner with key stakeholders from the Institutional and UK IFA Sales teams to develop and implement high impact marketing strategies.
• Collaborate with business development to create best-in-class marketing materials that meet all regulatory requirements.
• Keep materials up to date, accurate and compliant using client feedback, internal insight and competitor research.
• Develop campaign and communication plans with the Senior Channel Marketing Manager, taking ownership of implementation.
• Leverage and adapt content from the Central Marketing team for the target channel, including copywriting for web and email campaigns.
• Manage channel marketing budgets, ensuring timely invoice processing and close tracking of spend throughout the year.
• Evaluate marketing activity and establish a reporting framework against agreed KPIs to analyse return on investment.

Qualifications and Experience

• Experience in an institutional and/or IFA marketing role within financial services or investment management.
• Knowledge and understanding of the institutional and intermediary market.
• Good investment knowledge across a range of asset classes, strategies and products.
• Strong project management skills with experience developing and executing plans.
• Copywriting skills for email and web, including adapting longer-form content.
• Understanding of compliance and financial promotions requirements.
• Excellent communication and collaboration skills with strong stakeholder management ability.

Reporting to the marketing leadership, the Channel Marketing Executive plans and delivers multi-channel marketing content across digital and physical formats to support Business Acquisition Managers and Consultants in creating recruitment opportunities. Partnering with Affinity Partnerships across military, sport, returner and educational sectors, this role champions the SJP brand and Financial Adviser Academy proposition to expand adviser recruitment pipelines.

Primary Duties

• Plan, research and deliver effective marketing content across e-communications, website, video, digital media, physical collateral and external comms.
• Provide marketing support to Business Acquisition Managers and Business Acquisition Consultants to create recruitment opportunities.
• Engineer engagement opportunities for BAMs and BACs with target audiences.
• Champion the company and The Academy as a brand ambassador to promote and preserve culture and the SJP brand.
• Establish and maintain strong relationships with Affinity Partnerships including Military, ex-professional sport, returners, early retirees and educational bodies such as CII, PFS, CISI and LIBF.

Skills and Qualifications

• Experience in a marketing role, preferably within financial services or a B2B services company.
• Good understanding of SJP and the Financial Adviser Academy proposition.
• Active business acumen and understanding of the wider industry landscape.
• Proactive approach to problem solving and preventing repeat situations.
• Ability to identify trends and learnings from MI data.
• Strong interpersonal skills with the ability to build solid internal and external working relationships.

Sitting at the intersection of global strategy and hands-on execution, the Channel Marketing Executive shapes Protegrity's marketing function from the ground up, establishing strategic direction for messaging and campaigns designed to generate qualified sales opportunities across international markets. Operating across product marketing, competitive analysis, customer engagement and team leadership, this role builds the infrastructure and capability needed to communicate Protegrity's unique data security value proposition at scale.

Accountabilities

• Building a new team and shaping the Marketing strategy from scratch.
• Oversee design, development and implementation of a global marketing strategy and campaigns to achieve lead generation and qualified sales opportunity targets.
• Establish strategic direction for messaging, content and insight to communicate Protegrity's unique value proposition.
• Manage design and development of website features and functionalities.
• Measure, evaluate and assess the impact of marketing programs and conference attendance.
• Perform competitive analysis and conduct market research, developing and maintaining demographic and market data to support marketing goals.
• Interact with customers through on-site visits, planning workshops and feedback sessions.
• Lead, coach, motivate and inspire the marketing team to exceed anticipated goals.

Education and Experience

• Bachelor's degree with a Marketing or Business focus.
• Proven experience as a global CMO or similar role at a complex SaaS B2B company.
• Analytical and creative thinker with extensive knowledge across multiple marketing disciplines and awareness of external market factors.
• Ability to apply effective marketing techniques across digital channels including social media, specialized media and targeted mailing, and non-digital channels.
• Product marketing orientation with strong data analysis and market research skills.
• Proven experience recruiting, training, coaching and motivating global marketing teams.
• Outstanding communication and interpersonal skills.

A key member of the Air Products marketing team, the Channel Marketing Executive delivers tactical activity across existing retail channels while supporting the growth of new channel initiatives, particularly in digital. Collaborating across product, sales and central marketing teams, this role contributes to customer retention and channel performance by executing growth campaigns, providing market intelligence and maintaining current product and offer knowledge across a diverse industrial portfolio.

Duties

• Execute tactical activity including product launches, communications, tools and growth campaigns for existing retail channels.
• Support growth of new channel initiatives, particularly digital, through research, improvement projects and analysis of market and competitor landscape.
• Provide market and customer intelligence and research to contribute to strategic plans and decision making.
• Contribute to growth, customer retention and channel performance by executing growth plans, performance campaigns and improving customer engagement.
• Maintain required knowledge of products, offers and solutions through external research, voice of customer and relationships with product, sales and central marketing teams.
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Position Requirements

• Proven experience in a marketing role.
• Strong analytical skills with capability in research and segmentation.
• Knowledge of the 7 P's of marketing with ability to execute across the mix.
• Budget management experience with ability to report on performance and ROI.
• IT literate with experience of SAP and Microsoft Office programs.
• Strong written communication, negotiation and stakeholder management skills.
• Ability to plan and execute multiple campaigns simultaneously under pressure.

Sustained growth in B2B distribution depends on the Channel Marketing Executive, who develops the distribution approach and manages its organic growth chain for an international outdoor leisure manufacturer. Based within a global business distributing across all major e-commerce platforms, this role executes Sell In/Sell Out campaigns, in-store promotions and channel-specific digital campaigns to achieve both distribution objectives and company targets.

Key Deliverables

• Develop the B2B distribution approach and manage its organic growth chain.
• Plan and execute Sell In/Sell Out campaigns, consumer promotions and innovative in-store promotional campaigns.
• Implement consumer and end-user experience at POS to achieve distribution and company objectives.
• Identify appropriate sales development levers to address specific distribution and brand objectives.
• Assess efficiency of promotions including performance volume, value and profitability, and share analysis with key account managers.
• Plan and analyse digital, channel-specific campaigns.

Background and Experience

• Bachelor's degree in Marketing with a minimum of 3 years' experience.
• Experience working with online businesses including Amazon, eBay, Facebook and other online platforms.
• Commercial acumen to design commercially savvy promotions and plans.
• Strategic thinking ability to drive the business forward while delivering immediate results.
• Creative presentation and communication skills.
• Self-motivated, energetic, confident and action-oriented with excellent stakeholder management skills.

As the Channel Marketing Executive, this role plans and executes multi-channel campaigns using social media, webinars, case studies and events while producing press releases, product education content and website copy to support a growing software business. The marketing team relies on this work to build brand visibility, deliver timely and relevant communications across owned channels and control spend within budget from end to end.

Areas of Ownership

• Plan and execute multi-channel campaigns using social media, webinars, case studies, events and other elements.
• Work with the product team to develop compelling product education content including PR.
• Write press releases and other content for the website, new product launches and print.
• Maintain the website, marketing asset library and blog with relevant and timely communications.
• Control spend in accordance with the budget set within the team.

Experience and Qualifications

• Degree in marketing or equivalent qualifications.
• Minimum 2 years' industry experience, including previous software or SaaS B2B marketing experience.
• Experience in event marketing.
• Passion for disruptive and social marketing with excellent communication skills and attention to detail.
• Self-managing with ability to take end-to-end ownership of work.

Channel Marketing Executive supports individual marketing projects to achieve ROI and customer experience goals, collaborating with internal stakeholders, communications teams and external customers to uphold brand values across all activity. Success in the position means managing website leads accurately, supporting events and exhibitions and providing reliable cross-team assistance within a consumer marketing environment.

Role Responsibilities

• Support individual marketing projects to achieve the best ROI and customer experience.
• Liaise with relevant internal stakeholders and external customers across projects.
• Collaborate with the wider marketing and communications teams to ensure all projects uphold brand values and core messages.
• Manage leads from the website, ensuring they are assigned correctly.
• Support internal and external events and exhibitions.
• Provide support for necessary internal teams as required.

Professional Experience

• Degree in marketing or business studies.
• Minimum 2 years' experience in a consumer marketing focused role.
• Experience in lead generation and channel marketing.
• Proven marketing communication skills with excellent written and verbal presentation ability.
• Ability to manage relationships and work both independently and as part of a team.
• Committed to delivering a customer-focused service.