📌 Core Information
🔹 Job Title: Marketing Director – Private Wealth Management
🔹 Company: OakNorth
🔹 Location: London
🔹 Job Type: Permanent - Full Time
🔹 Category: Financial Services
🔹 Date Posted: May 7, 2025
🔹 Experience Level: 10+ years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Defining a differentiated customer proposition for OakNorth's new private wealth management offering
- Driving customer acquisition through multi-channel marketing campaigns
- Building and scaling a premium, advice-led brand
- Designing customer lifecycle strategies for retention and engagement
- Collaborating with cross-functional teams to align marketing efforts with business growth goals
ASSUMPTION: This role requires a strategic mindset and strong leadership skills to successfully launch and grow a new wealth management business.
📋 Key Responsibilities
✅ Define and continuously refine OakNorth’s private wealth value proposition based on market insights, customer needs, and competitive positioning.
✅ Develop and execute multi-channel marketing campaigns (digital, content, referral, partnership) to acquire customers.
✅ Craft and scale a premium, advice-led brand that resonates with our entrepreneurial, high-net-worth target audience.
✅ Design and implement customer lifecycle strategies, from onboarding and activation to loyalty and advocacy.
✅ Own marketing KPIs such as cost per acquisition (CPA), client conversion, engagement, and customer lifetime value (CLTV).
✅ Collaborate with Product, Sales, and Finance to align marketing efforts with business growth goals and customer economics.
✅ Position OakNorth as a trusted voice in wealth management through content, partnerships, and events.
ASSUMPTION: This role involves a high degree of autonomy and requires strong decision-making skills to balance customer needs, market trends, and business objectives.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Business, or a related field (MBA preferred)
Experience: 10+ years in marketing or growth roles within private wealth
Required Skills:
- Proven experience in building customer propositions and go-to-market strategies
- Strong grasp of marketing analytics and performance-led decision-making
- A track record of launching or scaling customer acquisition funnels and retention programs
- Deep understanding of the HNW customer mindset, needs, and behaviour
- Exceptional storytelling and brand development skills
- Comfortable in a fast-paced, entrepreneurial environment with high autonomy
Preferred Skills:
- Experience in the wealth management or fintech industry
- Fluency in additional languages
ASSUMPTION: Candidates with experience in the wealth management or fintech industry may have a competitive advantage in understanding the unique challenges and opportunities of this role.
💰 Compensation & Benefits
Salary Range: £120,000 - £160,000 per annum (Based on industry standards for a Marketing Director role in London with 10+ years of experience)
Benefits:
- Competitive compensation including equity participation
- Mission-led, tech-forward culture with real ambition to reshape wealth management
Working Hours: Full-time (37.5 hours per week, Monday to Friday)
ASSUMPTION: The salary range is estimated based on industry standards for a Marketing Director role in London with the required experience level. The actual salary may vary depending on factors such as performance and business needs.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, specifically wealth management and lending solutions for small businesses
Company Size: 201-500 employees, which offers a dynamic and collaborative work environment with ample opportunities for growth and impact
Founded: 2015, with a mission to provide bespoke credit and banking services to businesses with £1m-£100m turnover across the UK and US
Company Description:
- OakNorth is a digital bank for entrepreneurs, providing funding ranging from £1m to tens of millions
- They have lent billions to businesses across various sectors, performing among the top 1% of commercial banks globally
- OakNorth financing has helped create tens of thousands of new jobs and affordable homes
Company Specialties:
- Lending solutions for small businesses
- Business savings
- Fintech
- Business finance
- Lending
- Property finance
- Savings accounts
- Neobank
Company Website: www.oaknorth.co.uk
ASSUMPTION: OakNorth's focus on entrepreneurship and innovation creates a unique culture that values creativity, adaptability, and strategic thinking.
📊 Role Analysis
Career Level: Senior leadership role reporting directly to the CEO or another C-level executive
Reporting Structure: This role is expected to lead and manage a team of marketing professionals, with the potential to grow the team as the business expands
Work Arrangement: On-site, with the possibility of occasional remote work for meetings or events
Growth Opportunities:
- As the marketing function grows, there may be opportunities to expand the team and take on additional responsibilities
- With OakNorth's expansion into new markets, there could be opportunities for international assignments or leadership roles
- Given the company's focus on innovation, there may be opportunities to explore new marketing channels or technologies
ASSUMPTION: This role offers significant growth potential as OakNorth continues to expand its offerings and enter new markets.
🌍 Location & Work Environment
Office Type: Modern, collaborative office spaces designed to foster creativity and innovation
Office Location(s): 57 Broadwick Street, London, England W1F9QS, GB and 6th Floor, Ship Canal House, 98 King St, Manchester, England M2 4WU, GB
Geographic Context:
- London is a major global financial hub, offering ample networking opportunities and access to industry events
- The city's vibrant culture and diverse communities provide a rich environment for personal and professional growth
- OakNorth's offices are located in central London, offering easy access to public transportation and amenities
Work Schedule: Standard business hours, Monday to Friday, with the possibility of occasional weekend or evening work for events or campaigns
ASSUMPTION: The central London location offers easy access to public transportation, making it convenient for employees to commute from various parts of the city.
💼 Interview & Application Insights
Typical Process:
- Initial phone or video screen to assess cultural fit and basic qualifications
- First-round interview with the hiring manager to discuss the role, responsibilities, and expectations
- Second-round interview with additional stakeholders to assess strategic thinking, leadership skills, and cultural fit
- Final-round interview with the CEO or another C-level executive to discuss long-term vision and alignment with company goals
Key Assessment Areas:
- Strategic thinking and problem-solving skills
- Leadership and team management abilities
- Cultural fit and alignment with OakNorth's mission and values
- Marketing expertise and industry knowledge
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Demonstrate your understanding of the wealth management industry and OakNorth's unique value proposition
- Prepare examples of your past marketing campaigns, their outcomes, and the lessons you learned
- Research OakNorth's competitors and be ready to discuss how your strategies would differentiate the company in the market
ATS Keywords: Marketing Director, Private Wealth Management, Customer Proposition, Acquisition Strategy, Brand Building, Retention, Engagement, Analytics, Cross-Functional Leadership, Content, Thought Leadership, Storytelling, Brand Development
ASSUMPTION: OakNorth's hiring process is designed to assess candidates' strategic thinking, leadership skills, and cultural fit, with a focus on finding the best fit for the company's long-term goals.
🛠️ Tools & Technologies
- Marketing automation platforms (e.g., HubSpot, Marketo)
- Customer relationship management (CRM) software (e.g., Salesforce, HubSpot CRM)
- Social media management tools (e.g., Hootsuite, Buffer)
- Search engine optimization (SEO) and analytics tools (e.g., Google Analytics, SEMrush)
- Project management software (e.g., Asana, Trello)
ASSUMPTION: The specific tools and technologies used may vary depending on the candidate's preferences and the team's existing stack.
👔 Cultural Fit Considerations
Company Values:
- Entrepreneurial spirit
- Customer-centric approach
- Collaboration and teamwork
- Continuous learning and improvement
- Integrity and accountability
Work Style:
- Adaptable and flexible, with a willingness to take on new challenges
- Strategic and data-driven, with a focus on performance and results
- Collaborative and communicative, with strong leadership and team management skills
Self-Assessment Questions:
- Do you thrive in a fast-paced, entrepreneurial environment with high autonomy?
- Are you comfortable working in a cross-functional role, collaborating with various teams to achieve business growth goals?
- Do you have a strong understanding of the HNW customer mindset, needs, and behaviour?
ASSUMPTION: OakNorth values candidates who are adaptable, strategic, and customer-focused, with a strong entrepreneurial spirit and a collaborative work style.
⚠️ Potential Challenges
- Balancing the need for immediate results with long-term strategic planning
- Managing a team with varying levels of experience and expertise
- Adapting to a fast-paced, ever-changing business environment
- Navigating the competitive wealth management landscape and differentiating OakNorth's offering
ASSUMPTION: These challenges can be overcome through strong leadership, strategic thinking, and a customer-centric approach.
📈 Similar Roles Comparison
- Unlike traditional wealth management firms, OakNorth is a digital bank focused on entrepreneurs, offering a unique opportunity to shape a new wealth management proposition from the ground up
- This role requires a strong understanding of the wealth management industry, as well as the ability to adapt to a fast-paced, tech-forward environment
- Career progression may involve expanding the marketing team, taking on additional responsibilities, or exploring international opportunities
ASSUMPTION: This role offers a unique blend of strategic leadership, innovation, and customer focus, making it an attractive opportunity for the right candidate.
📝 Sample Projects
- Developing and executing a multi-channel marketing campaign to launch OakNorth's private wealth management offering
- Conducting market research to identify customer needs, preferences, and pain points, and using those insights to refine the value proposition
- Creating and implementing a customer referral program to encourage existing clients to refer their network to OakNorth
ASSUMPTION: These projects are designed to showcase the candidate's ability to balance strategic thinking, data-driven decision-making, and hands-on execution.
❓ Key Questions to Ask During Interview
- How does OakNorth differentiate its private wealth management offering from competitors in the market?
- What are the key priorities for this role in the first 90 days?
- How does OakNorth support the professional development and growth of its employees?
- What are the most significant challenges facing the wealth management industry, and how does OakNorth plan to address them?
- How does OakNorth measure the success of its marketing campaigns, and what KPIs are most important for this role?
ASSUMPTION: These questions are designed to assess the company's long-term vision, growth opportunities, and commitment to employee development.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Prepare examples of your past marketing campaigns, their outcomes, and the lessons you learned
- Research OakNorth's competitors and be ready to discuss how your strategies would differentiate the company in the market
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
