Job Description
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions.
We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term.
The role is a senior, hands-on platform owner responsible for the design, governance, and optimisation of HubSpot across Group Marketing and Sales. The role operates within a regulated financial services environment and acts as the technical authority for HubSpot architecture, data models, integrations, and reporting.
Job responsibilities
- Own end-to-end HubSpot architecture across Marketing Hub and Sales Hub.
- Design and govern CRM data models including objects, properties, lifecycle stages, and pipelines.
- Define and maintain scalable automation, workflows, and reporting frameworks.
- Act as final technical authority for HubSpot design and configuration decisions.
- Ensure data quality, consent management, and governance aligned to GDPR, ICO, and FCA expectations.
- Design and manage API-based integrations with third-party platforms.
- Ensure HubSpot integrates effectively within the wider enterprise technology stack.
- Drive continuous improvement in reporting and system set-up.
- Drive Hubspot enablement across the Sales and Marketing teams.
- Support the broader Marketing and Sales team with adhoc projects related to Hubspot
- Undertake any other duties that may reasonably be required.
- Adhere to all FCA regulations including consumer duty.
Required Experience
- Extensive hands-on experience with HubSpot Marketing Hub and Sales Hub.
- Proven experience architecting and owning HubSpot in complex or regulated environments.
- Strong CRM data architecture knowledge including objects, properties, pipelines, and lifecycle stages.
- Experience designing scalable automation and reporting.
- API and integration experience with external systems.
- Strong understanding of data protection, consent management, and regulated data handling.
- Strong communication skills and Strong stakeholder management skills
- Be a proactive self-starter with commercial awareness
Desirable experience
- HubSpot Enterprise experience.
- RevOps or CRM architecture background.
- Experience re-architecting or remediating poorly implemented HubSpot instances.
- Experience within financial services, wealth management, or other regulated sectors.
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Terms
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- And lots of flexible benefits to choose from!
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
