Charities and Greenbank Marketing Executive - #1707181

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Role: Charities and Greenbank Marketing Executive

Department: Client office

Location: Bristol

Contract Type: 12 month secondment / 12 month fixed term contract

The Role

A support and delivery role for Greenbank, (and Charities) segment. Responsibilities include creating, managing and updating marketing materials, planning and running events and webinars, including branded merchandise requirements. The role works collaboratively with internal teams across Rathbones and the wider B2B marketing team to ensure marketing aligns with business goals.

Outcomes of the Role

• Support the development and execution of marketing campaigns targeting Charities and Ethically minded investors


• Assist in the creation of campaign materials, including digital content, email marketing, social media posts, and print materials.


• Coordinate with internal teams, including sales and product development, to ensure that campaigns align with business objectives.


• Monitor campaign performance metrics and provide reports to senior marketing staff, offering insights and recommendations for improvement.


• Manage the logistics of digital campaigns, including setting up email workflows, managing social media accounts, and coordinating webinar promotions.


• Assist in the production and delivery of content for events, webinars, and in-person engagements, ensuring high levels of participation and engagement.


• Ensure brand consistency across all campaigns, working closely with the brand team to adhere to guidelines and messaging standards.


• Collaborate with external vendors, such as creative agencies and event organizers, to ensure the timely delivery of campaign assets.


• Conduct market research and competitor analysis to inform campaign strategy and targeting efforts.


• Stay informed on industry trends and incorporate these insights into campaign planning

Knowledge & Experience

• Experience in digital marketing, content creation, and campaign execution within the charity or ethical investing audiences and their preferences


• Strong organizational skills, with the ability to manage multiple campaigns and deadlines simultaneously.


• Proficiency in using digital marketing platforms, such as email marketing tools, CRM systems, and social media management tools.


• Strong communication and writing skills, with the ability to create clear and compelling content for intermediaries.


• Ability to analyse campaign performance data and provide actionable insights for optimization.


• Experience in event planning and coordination, particularly for webinars and in-person engagements.


• Creative problem-solving skills and the ability to adapt campaigns based on feedback and performance metrics.


• Knowledge of branding and the importance of maintaining consistent messaging across all channels.


• Strong collaboration skills, with the ability to work effectively with internal teams and external vendors.


• Marketing qualifications such as CIM or IDM


• Degree in Marketing, business or related field

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.