Michael O'Brien Email & Phone Number

Edinburgh, Scotland, United Kingdom

Responsible for Maptek's marketing activities within Europe, the Middle East and Africa.

Responsible for overseeing the production and delivery of communications and assets for Brooks Macdonald’s Investment Solutions. Working closely with the Distribution team and clients to ensure an effective client journey in terms of onboarding, agreed reporting and marketing consulting.Key Achievements:• Worked closely with high-net-worth clients to produce a bespoke investment service, complete with co-branded and tailored marketing materials. • Designed, implemented, and oversaw reporting requirements for a client base with c. £1.2 billion funds under management.

Responsible for supporting Brooks Macdonald’s sales function through production of client and adviser facing assets, with a focus on written content across the company’s entire product range.Key Achievements:• Led on all marketing activity related to Brooks Macdonald’s Investment Solutions product, including all website, PR, social media and written content.• Maintained the company’s content management system ‘Seismic’, promoting the use of this system and conducting relevant training sessions as required across the business.

Responsible for supporting Brooks Macdonald’s sales function through production of client and adviser facing assets.Key Achievements:• Successfully integrated marketing functions of Cornelian Asset Managers following company acquisition.• Produced and signed-off on client presentations on behalf of Marketing, working closely with compliance teams both in the UK and internationally. • Managed client mass-email administration, including GDPR oversight through marketing automation system.• Led a large scale project to outsource the production of fund performance factsheets to an external agency.

Edinburgh, Scotland, United Kingdom

Responsible for supporting the company’s functionality in marketing, branding, events logistics and external communications.Key Achievements:• Led the amendment and production of IFA marketing literature and client reporting in coordination with the company’s graphic designer. • Liaised with journalists/ press on interview and publication opportunities in leading Financial Services websites/ magazines.• Updated, maintained, and produced written content for the company’s website and social media, interpreting and acting on analytics accordingly.• Managed events logistics on behalf of the company including both regional client events and large scale external conferences.

Edinburgh, Scotland, United Kingdom

Responsible for the oversight of the company’s third-party client service providers. The Global Distribution Support team ensures that an efficient service is provided to clients invested in the company’s product range.Key Achievements: • Oversaw new client account set-up through engagement with Sales, Product and Client Management teams, including review, and amendment of legally binding client contracts.• Monitored third-party Key Performance Indicators and Service Level Agreement obligations, ensuring that an efficient service was being provided to clients invested in the company’s product range.

Edinburgh, Scotland, United Kingdom

Responsible for handling client queries regarding the company’s pooled pension funds.

Edinburgh, Scotland, United Kingdom

Internship within the company’s Operations department, managing several projects with senior company stakeholders.

Ba (Hons), Public Relations & Media

Education record