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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B marketing within the financial services sector, focusing on campaign execution, partner collaboration, and effective communication. Proficient in managing CRM tools and creating compelling marketing collateral to enhance broker engagement.
Highest-signal resume keywords
B2B Marketing ExperienceCRM ManagementCo-Branded Campaign DevelopmentEmail Marketing AutomationStrong Written Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Campaign PlanningDigital Asset CreationEmail CommunicationContent DevelopmentPerformance Tracking
Soft Skills
Organisational SkillsCollaborationSimplifying Complex Information
Tools & Technologies
CRM SoftwareMarketing Automation PlatformsHubSpot
Industry Keywords
Financial ServicesLendingMortgage BrokingAggregator PartnershipsWhite Label Marketing
About the role
Key responsibilities & impact- Plan and execute broker campaigns and co-marketing initiatives, including EDMs, articles, landing pages and digital assets
- Deliver co-branded campaigns with aggregator and industry partners across white label and non-white label channels
- Develop broker-facing product guides, use case campaigns, scenario promotions and thought leadership
- Manage broker communications through the CRM, including building, scheduling and quality assurance of sends, lists and segmentation
- Deliver partner events and trade activity, including logistics, invitations, signage, presentation support and follow-up
- Maintain partner and broker collateral and keep materials current
- Turn competitor intelligence and broker insights into campaign ideas
- Track partner campaign performance through CRM data, report to the Senior Marketing Manager and refine activity to improve results
- Collaborate with sales, BDMs, product teams and external partners to grow broker awareness, engagement and submissions
Requirements
What you’ll need- 3–4 years’ experience in B2B marketing, ideally within financial services, lending or the mortgage broking industry
- Experience working with aggregator, channel or industry partners, including co-branded or white label marketing
- Portfolio demonstrating strong B2B writing across email, articles, web, collateral and social formats
- Excellent written communication skills
- Ability to simplify complex or technical subject matter, including bridging and equity release finance, without losing accuracy
- Experience building and sending email communications through a CRM or marketing automation platform such as HubSpot
- Experience working with sales teams and external partners to brief, review and refine creative assets
- Strong organisational skills and ability to manage multiple campaigns, partners and deadlines simultaneously
- Successful pre-employment screening, including reference checks and a standard police check
Benefits
Comp & perks- Competitive remuneration
- Birthday leave
- Additional day of paid leave for life events, celebrations or mental health reset
- Two weeks of remote work from a location of choice each year
- Professional development and internally run learning initiatives
- Social events throughout the year
- Slick offices
- Pre-employment screening including reference checks and a standard police check is part of the offer process