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Marketing Director

About You

The Marketing Director will be a key individual in our business. You will be pivotal in supporting the senior stakeholders with implementing & compiling an effective business development plan and market strategy to ensure annual budget and revenue targets are achieved. The ability for EBI to grow exponentially is almost entirely going to be driven by the Marketing Director, the products and services sell themselves. An exceptional individual is required with the drive enthusiasm and talent to drive this business forward.

Who Are We?

EBI is a young fund management company providing support, resources and evidence based investment solutions to close on 100 UK financial advisers. The company is based in Aldridge, close to Walsall just north of Birmingham. The business has grown organically for circa 10 years with new clients being generated mostly by word of mouth. Over these years the business has grown assets under influence to close on £1bn and the product range is now complete such that EBI can reach beyond the UK to Europe and the Far East where funds such as those offered by EBI are not currently available.

Position Summary

Your role will be to plan and implement all sales and marketing strategies, both short and long term. Targeting existing and new markets, you will formulate and implement sales and marketing strategies to generate sufficient leads and converted clients to deliver turnover targets.

Essential Duties and Responsibilities

This role requires strategic planning, leadership, team development, project management and budget management. He/She must be self-directed, have initiative and critical thinking skills, dive into the details to get things done, and have a can do attitude, with the ability to recruit develop and manage a team and prioritize numerous projects simultaneously. Key responsibilities for this position include:

  • Lead, manage, and direct the work of the Marketing department (campaign management, lead generation, customer marketing, online marketing, product marketing, graphic design, branding and events) to ensure our business goals and objectives are achieved.
  • Developing viable strategies and execution plans for the various marketing channels to increase brand profile, presence and customer acquisition rates.
  • Work closely with sales management to develop and manage direct and indirect marketing strategies and programs.
  • Oversee and manage the execution of marketing events including conferences, seminars and live webinars.
  • Provide guidance on marketing messages and material, website, campaign concept and creative development.
  • Work closely with sales management to develop and manage direct and indirect marketing strategies and programs.



Bachelor’s degree required; Major in marketing or communications preferred.


  • Five years+ in senior marketing management.
  • Ideally previously working in asset management/financial services.
  • Track record of success.
  • Self-starter who can manage their own time.

Mission Statement

"Achieve the status whereby EBI Portfolios is respected amongst the financial services profession and ultimate investors in our portfolios as the pioneer of and market leading provider of evidence based investment portfolios.”

Competitive Salary