Collateral and Content Executive

Who we’re looking for
A Collateral and Content Executive

About Cazenove Capital
At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

The team
This position sits within Cazenove Capital’s marketing team, working closely with colleagues in editorial, digital and brand.

What you’ll do
As a Wealth Management Collateral Marketing Executive, you will play a crucial role in developing and maintaining compelling marketing collateral to support our wealth management business. You will work closely with stakeholders across the firm to ensure that our messaging is consistent, resonates with clients and prospects and enhances our brand reputation. A key aspect of this role is ensuring that all material is kept up-to-date and subject to regular review and approval by compliance and stakeholders.
You will support our relationship managers by providing the materials they need to win new business and keep existing clients informed and engaged. You will help explain how we manage our clients’ assets while sharing inspiring, thought-provoking stories from our clients and network.
The role requires strong organisational skills to oversee a large volume of material, persistence, effective stakeholder management, and strong writing and editing skills. An interest in technology is a plus, as we seek to leverage existing tools, including AI, to enhance our processes.

Key Responsibilities

1. Manage marketing collateral, including brochures, presentations, and digital content to support business development initiatives. Ensure consistency in messaging and that materials are current and compliant.
2. Maintain investment proposal / RFP templates and manage a database of approved responses for due diligence questionnaires.
3. Keep track of all material in collateral tracker tool, ensuring that approval and reviews are conducted on time and documented.
4. Work with client-facing relationship managers, investment teams, compliance and marketing to produce compliant and impactful materials.
5. Support relationship managers with complete RFPs and due diligence questionnaires as required.
6. Measure the effectiveness of marketing collateral, providing insights for continuous improvement. Develop new materials as our product offerings expand.
7. Conduct market research and competitor analysis to identify trends and inform marketing content.
8. Support internal stakeholders with training and resources related to collateral usage and best practices.

The knowledge, experience and qualifications you need

1. Degree or equivalent qualification preferred.
2. Previous experience in marketing or communications within the financial services or asset management industry would be an advantage.
3. Strong written and verbal communication skills, with the ability to convey complex financial concepts in a clear and engaging manner.
4. Excellent project management skills, with the ability to manage multiple tasks and meet deadlines.
5. Proficiency with Microsoft Office applications and interest in how technology can be used to improve processes.
6. Attention to detail and a strong understanding of compliance requirements in financial marketing.
7. Strong organisational and project management skills to manage a large body of material.
8. Ability to work collaboratively within a team and build relationships across departments.
9. Self-motivated and proactive in identifying opportunities for improvement.
10. Creative thinker with the ability to develop innovative marketing collateral.
11. Strong analytical skills with the ability to interpret data and draw actionable insights.

What you’ll be like
• Stay informed on industry developments and regulatory changes that impact marketing efforts in wealth management.
• Become an expert in our marketing approval system, ‘Approval Hub’ to support the wider WM business.

We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer.