Senior Marketing Executive - Cross-Sell MarketingLocation: Wilmslow (Hybrid - 3 days a week in office)
At The Citation Group, we've been on an incredible growth journey.
Through a combination of organic expansion and strategic acquisitions, we've built an ecosystem of compliance software and services that help small and medium-sized businesses (SMBs) run safely, successfully and with peace of mind.
From HR and Health & Safety to ISO Certification, Cybersecurity, E-learning, and Screening (to name a few!), our B2B solutions are designed to make life easier for SMB owners who already wear multiple hats.
We're not your typical B2B company.
We're fast-paced, innovative, and unafraid to try new things.
Our brand gives us the freedom to push boundaries, and we're passionate about delivering value to our clients in a way that's anything but boring!
As we acquire new businesses, our client base grows (globally, we have 120,000 clients!), and with it, the opportunity to introduce them to our amazing ecosystem of products via our one-stop compliance hub, Atlas.
Atlas is where we bring all our products and services together through single sign-on, offering clients the tools they need to solve their compliance challenges.
This is where you come in.
We're looking for a Senior Marketing Executive to take our cross-sell marketing to the next level.
This is a critical role in ensuring our clients' happiness and loyalty while driving growth.
You'll be responsible for activating cross-sell strategies defined by our brilliant Group Commercial team, ensuring every campaign is personalised, relevant, and delivered through the right channels.
You'll be the guardian of the client experience, balancing their needs with the huge whitespace opportunities in our portfolio.
The more products our clients use, the happier they are — and the more likely they are to stay with us.
You'll report to our Head of Client Marketing, who oversees all client-focused initiatives, including referrals, cross-sell, advocacy, and retention.
This is a key pillar of our growth strategy, and you'll have plenty of opportunities to collaborate with stakeholders, innovate, and grow your career.
What you'll be doing: , Own & Activate Cross-Sell CampaignsDevelop and implement personalised, multi-channel cross-sell marketing plans across our Group businesses.
You'll work closely with the Commercial team to turn strategy into action, generating leads and driving revenue growth., Client-Centric Marketing Be the voice of the client, ensuring all campaigns are relevant, engaging, and add value.
Work collaboratively with our in-house Product, Content, Design, and Events teams to create a content-rich, end-to-end cross-sell journey that resonates with our SMB audience., Data-Driven Decision MakingMonitor and analyse campaign performance by channel, content type, product, and group business.
Use insights to test, refine, and optimise approaches, reporting findings to Sales and Commercial leaders., Leverage Technology and AIUse and challenge existing Citation Group AI tools, while exploring new solutions to create smarter, more efficient cross-sell campaigns.
Collaborate with our Global Product team to maximise opportunities through targeted advertising on group service platforms., Stakeholder CollaborationBuild strong relationships with marketing stakeholders, sales teams, and senior commercial leaders.
Provide sales teams with the tools they need, including follow-up templates, touchpoint content, and sales collateral., Support Business IntegrationHelp nurture and introduce cross-sell opportunities to clients of newly acquired businesses as they integrate into the group., Drive Automation and EfficiencyDevelop effective automated pipeline journeys to improve conversion rates and lead velocity, ensuring a seamless experience for clients., Champion Client LoyaltyUnderstand that cross-sell isn't just about revenue—it's about making our clients' lives easier.
Every additional product or service we provide helps them run their businesses more safely and efficiently.
About you: , You're a data-driven, strategic thinker with a passion for delivering results.
, You have a proven track record of running multi-channel marketing campaigns in a B2B environment.
, You're a natural collaborator, with strong stakeholder management skills and the ability to build relationships across teams.
, You're client-obsessed, always looking for ways to add value and improve their experience.
, You're highly self-motivated, with a positive attitude and the confidence to take risks, learn, and adapt.
, You have a creative flair for engaging content and messaging, paired with an acute attention to detail.
, You thrive in a fast-paced, dynamic environment and are excited by the opportunity to innovate and grow.
Why join us?
At The Citation Group, you'll be part of a business that's transforming the compliance landscape for SMBs.
You'll have the chance to work on exciting projects, collaborate with talented teams, and make a real impact on our clients' lives.
We're growing fast, and we want you to grow with us.
If you're ready to take on a role that's as challenging as it is rewarding, we'd love to hear from you.
Join us at Citation, where success comes with unbeatable perks and a culture that truly celebrates your achievements! ....Read more...
Type: Permanent Location: Wilmslow, England
Start: ASAP
Posted: 2025-08-06 17:19:50
Job Description:
We are working with our client, a financial advisory firm, on an excellent opportunity for an Investment Assistant to join the team based in Dundee.
The successful candidate will play a key role in supporting to the team with focus on using MS Excel to provide suitable data and create impactful spreadsheets and reports.
We are happy to receive applications from Graduates who have strong MS Excel skills or individuals with data analysis experience and an interest in moving into a financial services firm.
Skills/Experience:
Strong IT skills, particularly MS Excel (essential), PowerPoint, FactSet (desirable).
1-3 years' experience in a similar position, perhaps with experience in data analysis, investment administration or operations.
Graduates with strong MS Excel skills will also be considered.
Hard working and conscientious
Accuracy - attention to detail is essential
Clear analytical ability
Strong numeracy skills
Exceptional interpersonal skills
Proactive, with ability to work on own initiative to meet deadlines
Ability to multitask, quick to learn
Team player - small team requires good co-operational skills; happy to assist in all tasks if needed
Core Responsibilities:
Assist in a broad range of activities to support the investment team.
Responsible for provision of suitable data to assist research team, via excel and other systems
Creation of dealing spreadsheets as required
Provision of ESG data analysis to holdings using external systems
Develop and maintain data relating to economic and macros indicators
Delivery of monthly packs and other reports as needed by the team
Creation and maintenance of various financial screens for the team
Monitor parameters and characteristics of funds
Assist in the delivery of ad hoc and annual tasks for the company's presentations
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16175
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our websit
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Dundee, Scotland
Start: ASAP
Posted: 2025-08-06 16:41:28
Job Description:
We have an excellent opportunity for a Senior Administrator Cash Processing to join the team at a leading financial services firm based in Glasgow.
You will be responsible for the production cycle of the team, supporting complex and routine operational activities to ensure client service delivery and commitments are met.
Skills/Experience:
Experience working in a FX and/or cash processing role
Professional qualification or equivalent
Strong working knowledge of policies/procedures and regulations within client delivery
Accuracy and meticulous attention to detail
Involvement in change initiatives with ability to adapt to an ever-changing environment
Strong client service skills with good written and oral skills to allow concise explanations on technical issues where applicable.
Core Responsibilities:
Ensure a high-quality client service is delivered to all clients, referring complex/technical issues to senior colleagues as appropriate
Ensure the service level provided by the team adheres to the Client Service Delivery agreements
Ensure high processing accuracy levels both personally and through oversight of the team administrator's work, identifying errors and working to address
Develop internal stakeholder relationships with the wider team
Support external counterparty relationships, providing feedback for performance reviews e.g.
brokers and custodians
Ownership of allocating daily workload within the team, providing supervision and technical support to the team administrators
Support the development and implementation of such improvements
Involvement in the design and implementation of resilient processes and systems to support new/changes to business products including mandatory changes to market/governance and regulations
Be a subject matter expert in your team
Ensure adherence to the risk and control framework, including team and departmental procedures, managing risk effectively and efficiently within the team
Support business contingency plans as required
Ensure adequate internal controls are in place and correctly followed to mitigate operational risk
Ensure that internal and external audit/compliance/risk requirements are met
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16168
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-08-06 15:09:30
