As a result of organisational changes and cost reduction focus at Brooks Macdonald, 55 positions were made redundant, including mine. I am now exploring new opportunities that will take full advantage of my extensive experience in marketing.

- Leading the development and delivery of the relevant marketing plans for Brooks Macdonald UK Investment Management and International businesses with a focus on Multi-Asset Funds and Managed Portfolio Service solutions. - Seeking and exploring relevant customer insight to ensure that we are incorporating this thinking into the solution specific marketing plans. - Scoping, planning and executing best practice marketing campaigns, that will actively contribute to the success of the client journey and client outcome, whether adviser or end client. - Developing appropriate campaign messaging, which forms the foundation of all marketing communications in respect of the solution, across across paid, owned and earned media. - Working with business stakeholders, including investment teams, digital, sales enablement and distribution - Taking a test, learn and refine approach to activity whilst ensuring that the most effective activity is optimised. Campaign evaluations during and post campaign to ensure effective ROI and improvement. - Working collaboratively with wider business colleagues to understand our product portfolio, key features and benefits and the commercial drivers that impact the business.- Ensuring that relevant regulation is adhered to and managing compliance sign-off process. - Identifying opportunities to drive more funds under management, reduce costs or create better client outcomes. . - Managing a team of Marketing Managers and Marketing Executive, providing coaching, stretch and personal development.

• Observing and evaluating market trends to translate findings into strategic marketing recommendations.• Driving and leading compelling go to market strategies to drive the required client response – retention, consolidation and acquisition. • Ensuring all campaigns are targeted correctly through insights and analytics to deliver maximum return to achieve the targets across all channels• Working on multiple activities at any one time using a multi-channel approach targeting the relevant audience groups.• Continually seeking creative, efficient and effective ways to deliver marketing activity. • Working with colleagues to support the delivery of all marketing activities as required, ensuring it is delivered on time and budget (digital, external and internal communications, marketing collateral).• Ensuring appropriate channels and media are selected to ensure that budgets are optimised and a positive return on investment is achieved.• Ensuring that all regulatory and requirements are met.

Cornelian Asset Managers was acquired by Brooks Macdonald in Feb 2020- Responsible for leading and delivering the marketing strategy across the entire company including Adviser, Private Client and Charities.- Responsible for the design and delivery of Marketing campaigns as part of the wider investment communication strategy, ensuring an integrated approach is taken to promoting the brand, products and services across all media - Lead on social media strategy ensuring content and related corporate profiles are aligned with the brand, company standards and compliance regulations. I increased LinkedIn followers by over 20% in 6 months.- Wrote, presented and gained approval from the Board and Executive Committee to launch a company Twitter profile. - Liaising with internal and external teams and functions, including investment, distribution, Client teams and external agencies and publications.- Responsibility for the Cornelian website, updating the CMS (Umbraco) to maximize this channel. I undertook a comprehensive review of the website utilising analytics, feedback and also personal user experience. Changes were implemented resulting in increased engagement. - Owning and maintaining the full suite of Cornelian collateral, ensuring all content is engaging and aligns with brand guidelines and tone of voice.- Origination of multi-channel campaigns including website, email, e-newsletters, video, print and social media channels in order to achieve marketing and business objectives. - Responsible for the implementation of PR activities for the organisation in order to effectively raise brand awareness and showcase investment expertise, products, services across identified media publications.- Initiated a brand refresh to create a stronger, modern identity, shortlisting agencies to provide a response to my RFP.- National event management for adviser and Private Client and Charities events.- Monthly reporting of Marketing performance

- Responsible for defining the marketing strategy and objectives to drive retention and deepen relationships for our on and off platform advisers and investment hub Discretionary managers. - Working with cross-channel teams to support the delivery and implementation of plans across the full marketing mix for the Wrap and Elevate platforms and retail business.- Reporting on marketing performance for weekly trading forums and monthly leadership meetings- Instigating a test and learn approach to improve campaign effectiveness, ensuring that learnings and insights are applied to improve marketing activity and performance and drive a lower ROI.- Embedding the adviser channel positioning and evolving the segmentation models for the adviser and DFM audiences- Liaising with internal stakeholders to ensure brand consistency and alignment with channel and platform positioning across all communications.- Building relationships whilst challenging colleagues in order to deliver great communications for the Adviser audience.- Supporting, coaching and managing a team of marketing professionals to ensure effective delivery of the marketing plans and activities.- Management of the Adviser channel marketing budget.

- Commercial lead for Pet Insurance and Travel Money propositions, ensuring that they successfully meet defined business objectives- Delivered a series of promotional activities to drive Travel Money sales including currency rates sales and colleague offers to drive advocacy.- Assisting the delivery of acquisition and retention activities for Travel Insurance to increase Income generation.- Delivered a pilot scheme for Life insurance referrals from the intermediary channel to assist in improving sales volumes and additional distribution opportuntiies.- Integrated Life insurance into our Mortgages applications, working internal stakeholders, Contact Centre and Friends Life/Aviva to deliver a customer centric process.- Undertook the Annual Product Review for Pet Insurance and Travel Money.

- Leading the delivery of the product proposition to deliver forecasted profit and growth aspirations.- Developing and maintaining close relationships with key stakeholders.- Ensuring all regulatory and risk requirements, both current and proposed, are embedded into all aspects of the Life Insurance products.- Using research and other tools to understand and respond to the voice of the customer to make and drive changes to processes, promotions, products or pricing.- Monthly and quarterly TCF and Supplier Management reporting.- P&L management to ensure that profit and growth aspirations within the long-term plan are achieved working closely with Marketing and Pricing teams.- Contributing to the overall creative, media and PR strategy for existing products and propositions.- Responsible for defining MI requirements and providing regular reporting on product performance, specifically, conversion, average premium and persistency.

- A member of the Tesco Compare Senior Management team attending the Monthly Tesco Compare Board meeting.- Supporting the delivery of the Tesco Compare business strategy and roadmaps through the development and execution of the acquisition and retention marketing strategy.- Leading the planning, testing, delivery and optimisation of online and offline marketing campaigns across multiple channels with the key activities being email, SEO, PPC and Affiliates, prioritising changes where appropriate to meet both KPIs.- Managing agency relationships to optimise digital campaigns in line with plans and budgets. - Budget management in excess of £2.1 million to ensure maximum return on investment.- Proposition development for key products and services within the Tesco Compare suite.- Primary working relationships with Financial Promotions, Regulatory Risk, Decision Support, Bank Marketing, Online Operations and Online Development to maximise cross-channel sales and service capabilities.

- Creation and implementation of customer acquisition plans covering the full marketing mix.- Fully accountable for the financial management of £15 million annual budget across the Home and Pet insurance products, regularly forecasting and reviewing expenditure to ensure campaign budgets are in line with plan and sales forecasts.- Launch of the new product for Home Insurance.- Ensuring all acquisition communications are compliant and meet TCF principles- Campaign analysis to identify opportunities to improve campaign effectiveness.- Launched Commercial Van Insurance product.- Managing, supporting, coaching and developing two Campaign Managers.

Secondment from OgilvyOne- Primarily responsible for managing the high volume door drop campaign plan (circa 23 million pieces per quarter) - Managing the below-the-line acquisition activity for BT Infinity.- Financial management of £1.8 million quarterly budget. - Managing the relationships with key internal and external stakeholders and suppliers (including printers and TNT). - Strategic campaign development, managing channel propositions and reporting and improving campaign performance.- Advancing the existing door drop profiling model with the aim of achieving a higher response rate due to better targeting.- Regular forecasting of campaigns for call centre planning.

- Developing the BTL acquisition campaign strategy, implementation measurement and evaluation for Broadband and BT Vision for both digital and direct mail.- Develop close relationships with senior clients in order to assist in providing strategic direction.- Managing the Client quarterly budget of circa £3 million for DM and email- BTL launch of the Sky Sports offering on BT Vision.- Providing direction, guidance and motivating a team of two account managers and an Account Executive on a busy area of the business.Client: British Gas - Managing digital and off-line acquisition and retention campaigns, from strategic approach to final creative delivery.- Launching the British Gas Schools programme, Generation Green, achieving 83% of the first year target was achieved in the first four months. The campaign won the silver DMA.- Managing and developing acquisition and retention campaigns for the British Gas Residential Marketing team.Client: Goldman Sachs - Managing digital, and technically complex off-line direct mail campaigns, from design to final delivery for the Rothesay Pensions Management and Rothesay Life brands.- Managing the design and updating of the Rothesay Life and Rothesay Pensions Management websites.

Secondment: Marketing Manager - Tesco.com (July – August 2007) - Secondment: Marketing Manager - Tesco.com (July – August 2007)- Assisting the brand marketing team with direct mail, press and digital projects for all areas of the Tesco.com business.- Liaising with external agencies e.g., above-the-line, below-the-line, media, and print.- Co-ordinating internal departments and resources to ensure the smooth delivery and approval of projects on time and budget.Clients: Tesco Clubcard and Tesco.com- Responsible for the delivery of Green Clubcard, Clubcard Bonus, Welcome and Application Process, Clubcard on Tesco.com and Clubcard Brand Guidelines projects across on and offline marketing channels.- Management direct mail and digital campaigns from conception to execution for Tesco Stores Ltd and Tesco Freetime.- Managing research requirements for specific projects from identification of need through to implementation.- Developing internal communications and initiatives to engage Tesco employees to ensure the continued success of Clubcard.- Managing three Account Managers.

Client: Cisco Systems - Working with the Cisco and Ogilvy Worldwide and local Ogilvy teams to develop pan-European marketing strategy and programmes for the Cisco Europe demand generation campaigns.- Providing tactical and strategic advice to Clients.Client: American Express - Delivering a combination of direct mail and interactive projects for the UK Consumer & Small Business Card Services (ICSS) business unit from concept to execution for personal Credit and Charge products.- Origination of the acquisition, welcome and retention materials for the co-brand MINI Credit, BA and Red credit cards.- Development of conversion and companion activity for the Platinum and Blue credit cards.Client: IBM / Lenovo - Responsible for production and adaptations of international integrated communication campaigns.- Developing a close working relationship with the UK marketing team and understanding their products to develop off-line and interactive materials for the UK market.

Circle IMC is an independent integrated marketing and communications agency operating across a range of disciplines including marketing programmes, advertising, design, sales promotion and digital marketing. Clients I worked on include: Slough Estates, Norwich Union, L'Oreal Luxury Products, UniChem, Reed Business Information, Prestige Brands, Richards & Appleby

- Liaising with agencies – Design, PR, Media Buying and Printing.- Responsible for writing briefs and producing timing schedules for design and printing assignments.- Managing the design and production of packaging and product literature for UK and European products.- Managing sponsorship, advertising, Internet and product enquiries to advise on opportunities that are of positive value.- Assisting with new product launches for both the Mates brand and also major retail own brand products (Boots and Superdrug).