Job Description
Job Description
AJ Bell is one of the UK’s leading investment platforms and asset management businesses, with strong momentum across both our advised and direct-to-consumer propositions. As we continue to scale our investment offering, we are seeking a commercially focused Senior Investment Marketing Manager to help drive the next phase of growth.
This is a high-impact role at the centre of our advised business, shaping how advisers engage with AJ Bell Investments and delivering measurable commercial outcomes. Your focus will be on the Advised channel, alongside strategic ownership of investment positioning across our D2C platform, working in partnership with the D2C marketing team who lead execution.
You will lead the end-to-end development and delivery of integrated investment marketing campaigns aligned to commercial priorities. Combining investment knowledge, behavioural insight and modern marketing techniques, you will create campaigns that advisers notice, understand and act on.
This is a hands-on opportunity for someone who enjoys shaping strategy, testing ideas at pace and using data and insight to continuously improve performance and drive net flows, retention and long-term growth.
Key Responsibilities:
Campaign Strategy & Delivery
- Lead the end-to-end development and delivery of integrated, multi-channel investment campaigns for the AJ Bell Advised business.
- Own the annual investment campaigns calendar, aligning activity to commercial priorities across Sales and Investments.
- Translate objectives such as net flows, retention and investment growth into measurable marketing activity with defined KPIs.
- Present campaign plans, performance insight and optimisation recommendations to senior leadership.
- Own the strategic positioning and messaging of AJ Bell Investments across the D2C platform, working closely with the D2C marketing team who lead execution.
Messaging & Content Development
- Develop clear, compelling value propositions for advisers, paraplanners and clients.
- Apply behavioural insight to simplify complex investment ideas into persuasive, confidence-building narratives.
- Work closely with technical, product, sales and marketing colleagues to ensure messaging is accurate, relevant and commercially focused.
- Translate complex investment concepts into simple, effective stories that drive action.
Integrated Execution
- Brief and manage external agencies and internal design, content and digital teams to deliver high-quality campaign assets.
- Ensure campaigns are joined up across Communications, Digital and Events.
- Maintain full compliance with FCA financial promotions requirements and internal governance standards, working closely with Compliance.
Performance & Optimisation
- Jointly own campaign performance and evaluation with the Senior Marketing Comms Manager.
- Track results against KPIs and optimise campaigns while live.
- Balance creativity with commercial discipline, ensuring measurable contribution to flows, retention and engagement.
- Ensure marketing activity demonstrably supports investment growth across both Advised and D2C businesses.
Collaboration & Insight
- Act as a key marketing partner to Sales and Investments.
- Share insight from adviser behaviour and campaign performance to shape future planning.
- Feed market and campaign insight into wider marketing and proposition teams.
- Stay close to adviser needs, competitor activity and market trends to ensure continued differentiation.
You’ll Bring:
- Strong experience in campaign-led marketing within investments, platforms or financial services.
- A solid understanding of adviser and paraplanner engagement with investment propositions.
- Strong knowledge of multi-asset, MPS or managed portfolio propositions.
- Experience operating within a regulated financial services marketing environment, including FCA financial promotions requirements.
- Confidence influencing senior stakeholders and working cross-functionally.
- An interest in behavioural science and data-led marketing.
- Curiosity about AI and technology-enabled marketing effectiveness.
- A practical mindset focused on measurable commercial impact.
About Us
AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.
Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.
Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK’s ‘Best 100 Companies to Work For’ for six consecutive years and in 2025 named a Great Place to Work®.
At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.
What we offer:
- Competitive starting salary
- Starting holiday entitlement of 27, increasing up to 31 days with length of service and a holiday buy and sell scheme
- A choice of pension schemes with matched contributions up to 8%
- Discretionary bonus scheme
- Annual free share awards scheme
- Buy As You Earn (BAYE) Scheme
- Health Cash Plan – provided by Simply Health
- Discounted private healthcare scheme and dental plan
- Free gym
- Employee Assistance Programme
- Bike loan scheme
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Loans for travel season tickets
- Death in service scheme
- Paid time off for volunteer work
- Charitable giving opportunities through salary sacrifice
- Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
- Personal development programmes built around you and your career goals, including access to personal skills workshops
- Monthly leadership breakfasts and lunches
- Casual dress code
- Access to a range of benefits from our sponsorship deals
Hybrid working:
At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That’s why we offer a hybrid working model, where you’ll spend 2-3 days per week in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.
AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.
We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.
If you like the sound of the above, or just want to know more about the company and the role, we’d love to speak to you.
