Experience

Premier Miton Investors

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Investment Content Manager

  • Oct 2022 - Present

  I'm currently leading the development of marketing materials and product messaging for wholesale and institutional channels, including but not limited to the promotion of Premier Miton's core capabilities, new product launches and marketing campaigns. Additionally, working with the wider marketing, distribution and compliance team to review, monitor and update funds and strategies proposition and materials on an ongoing basis to ensure consistent and relevance of message. Responsible for the Premier Miton investment content which broadly falls in two categories: Product focused & thought leadership. I work cross-functionally with CIO, marketing, fund management and compliance teams to execute the content strategy as well as develop effective commercial and marketing messaging. In this role I deliver content in various formats from long to short form, from print/brochure to web to small screen, from written content to podcasts. The two key objectives are to: to improve the commercial success of Premier Miton's proposition thanks to compelling and relevant messaging, and drive customer engagement and credibility in the market with our editorial content. I ensure materials are impactful and consider appropriate formats for use - in person, on websites, email and social channels to enhance the client experience and understanding of our funds and capabilities. A key focus is on ensuring Financial promotions compliance, consistency, relevance and timeliness of messaging across different marketing materials including presentations, promotional collateral, content and website. I understand the priorities of the distribution and marketing teams with regard to campaign requirements and distribution product focus for both client growth and retention. Working closely with fund managers to collaborate on production of materials is a central part of this role as is managing the expectations of stakeholders to ensure time sensitive deadlines are met. Show less



Cracked Foodservice Marketing Ltd

• United Kingdom
• Advertising Services
• 1 - 100 Employee

• Marketing projects manager

  • May 2022 - Oct 2022

  Overseeing and manage clients’ marketing campaigns and technical projects end-to-end, including coordinating the internal studio team, client contacts and outsourced resources. Clearly define campaign and project briefs, dependencies and deliverables based on client needs. Manage multiple campaigns and projects simultaneously according to agreed deadlines and budgets. Produce weekly reports to communicate campaign and project statuses to clients and management and assess against goals. Identify roadblocks or potential issues and proactively seek solutions. Oversee and develop client relationships, being their go-to contact for project updates and questions. Continuously evaluate internal processes for campaign and project management and share recommendations for improving team effectiveness. Show less



Zurich Insurance

• Switzerland
• Insurance
• 700 & Above Employee

• Investment Marketing Manager

  • Apr 2014 - May 2022

  Designed, created, and implemented communication and engagement campaigns to increase customer retention. Managed multi-channel campaigns including digital and print Created campaign content and graphics focusing on simple messaging and visual impact. Used Salesforce to analyse and profile potential target audiences to drive retention and upsell campaigns.Lead e-mail campaigns from start to finish, creating a schedule to design a campaign targeted surgically at key customer groups Review of marketing material was a central part of this role, with a focus on ensuring that the customer promise in marketing material, lined up with the quality of governance behind a proposition. Created thought leadership blogs and product specific content for company website, with a focus on making complex investment products understandable. Show less

• Investment Governance Manager - asset managment

  • Jun 2011 - Apr 2014

  Responsible for planning and delivering audits on fund product propositions, along with documenting governance advice.The role focused on investment operational risk and controls; excellent organizational skills and attention to detail were required.Developed an oversight framework and processes for a key global partnership with an international fund trading platform. Review of marketing material was a central part of this role, with a focus on ensuring that the customer promise in marketing material, lined up with the quality of governance behind a proposition. Show less

• Investment Communication Manager

  • Jun 2003 - Jun 2011

  Responsible for building a marketing, communications, and product development strategy for Zurich International Life’s investment solutions.Focused on the development and delivery of simple content and marketing programmes that supported our core multi-asset propositions.Created educational content and brochureware ware that helped customers understand their investment solutions and outcomes.Worked with our wider marketing team to ensure the creation of web pages and promotion through social channels.Delivered go-to-market campaigns to support our products and investment propositions.Ensure all marketing initiatives comply with regulatory requirements, conduct risk, consumer duty and treating customers fairly Show less