Overview
Job Purpose:
Responsibility for developing and delivering the retirement marketing programme with the overall objective of establishing BNY Mellon Investment Management as a top 10 asset management provider in the UK retirement market.
To deliver on this mandate, the role must work closely with central marketing functions as well as forming a close strategic alignment to UK Sales . The role requires a deep understanding UK retirement market, current trends, regulatory framework and future developments.
This role is dedicated to working in our agile UK Retirement team. This team is focussed on delivering on one of our strategic initiatives to enhance our Multi-Asset proposition. The induvial in this role will be expected to deliver on their work to achieve our sales targets. This includes joining the team stand-ups, owning their items on our backlog and owning the processes needed to deliver on their work. The team works with a mindset of continuous improvement so the induvial will be expected to enhance the processes they own, bring new ideas to the table and execute on those ideas with the support of the wider team.
Responsibilities: - Provide a strong market orientation and influence strategy formulation in the retirement market with to capture and maintain position in the UK retirement market
- To ensure that BNY Mellon IM EMEA is kept abreast of competitor activity and market developments.
- Build plans with central functions in support of revenue targets to target prospects, accounts, and/or partners directly operating within the retirement market. Driving engagement with UK advisers to inform and influence their buying decisions
- Research, plan and deliver third-party and partnership events. Provide timely post -event reporting and analysis. Support BNY Mellon IM events team with proprietary retirement events.
- Contribute towards the overall development of the company's brand and visual identity and local brand awareness/ execution, ensuring compliance with the brand guidelines
- Identify key accounts with Sales to provide Account Based Marketing - appropriate tailored marketing solutions to key clients.
- Utilise central execution services to improve sophistication, consistency and capacity of engagement campaigns (Pune, central support)
- Develop targeted direct marketing communications (regular and ad hoc). In doing so, formulate ways to increasingly tie all e-communications to country dedicated websites that will allow promotion of BNY Mellon IM EMEA and its products whilst increasing website traffic
- Monitor and evaluate the effectiveness of all marketing activities. In addition, evaluate activities and identify improvements using data driven methods and making use of centrally developed reports and dashboards.
- Establish and agree compliance processes involving the approval of all local marketing activities and ensure that the agreed procedure is followed and re-visited if needed on an annual basis
- Work as part of the Marketing team and contribute towards making internal and external processes flow smoothly and efficiently
- Keep sales, client services and sales support personnel fully informed of all marketing developments affecting the regions at all times.
Generic Management Responsibilities:
General - Provide accurate and appropriate management information to Senior Management.
- Comply with all corporate policies relevant to the functions managed including Health and Safety Policy
Compliance - Be aware of current regulatory and legal obligations of the function managed.
- Report any suspected breaches to the Compliance or Legal departments, as appropriate, immediately on discovery.
Risk Management - Monitor, document and report business risks and internal controls of the function managed, alerting Senior Management immediately of any significant changes.
Business Continuity - Maintain and test a current and effective continuity plan to ensure an appropriate response to any disruption to systems, information services, communications and office facilities.
Person Specification:
Core Competencies: - Building Organizational Talent
- Change Leadership
- Client Orientation
- Developing Partnerships
- Driving Execution
- Operational Decision Making
- Global Acumen
Job Specific Competencies - Experience of working in the UK retirement market preferred
- Need to be professional and confident
- Must have drive and enthusiasm
- Need to be data driven and digitally savvy
- Ability to manage multiple priorities and tasks
Technical Skills, Knowledge, Systems Knowledge (and associated skill level) - Thorough knowledge of BNY Mellon's asset management products
- Knowledge of asset management industry
- Deep understanding of the UK retirement market
Academic/Professional Qualifications (or equivalent qualifiers) - Degree level education preferred
BNY Mellon welcomes candidates returning from an extended career break for this role. If successful, returner candidates will be provided with transition support through the Diversity Project Cross Company Returner Programme.
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Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
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