Partnership Marketing Coordinator
4/12/2025
Purpose of the Role
This role will be responsible for the scheduling and execution of a dynamic strategic partner marketing programme, working in collaboration with the Strategic Partnership Team and delivering individual partner packages aligned to their business objectives and to ensure mutual success.
Responsibilities
- The collation and execution of all scheduled strategic partner marketing activity.
- To monitor ongoing performance of activity, providing insight and recommendations to strategic partners to optimise success of their paid activity.
- To work within the partner marketing team to create an annual schedule of strategic partner activity across all paid channels.
- Create MI for SBG’s strategic partners, reporting on their marketing activity and providing recommendations designed to increase future adviser engagement.
- Monitoring the marketing activity of strategic partners to ensure activity performs in-line with expectations and working with the rest of the Partnerships team to reduce risk of low-performing campaigns.
- Using email marketing software (Microsoft D365 Customer Insights), work with existing email templates to create campaign emails for strategic partners.
- Monitor social media channels to ensure any queries are responded to promptly and communicating with strategic partners if any communications need to be raised with them.
- Ensure all advertisements and artwork meet SBG specifications.
- Where relevant, work with strategic partners to create dedicated campaign plans to support their business objectives.
- Ongoing maintenance of strategic partner contact information, ensuring all contact details stay up to date.
- Attend marketing review meetings with the Strategic Relationship Managers to review strategic partners’ activity performance and arrange further marketing activity.
- Monitor and action queries from partners in relation to the marketing packages.
- Identify new opportunities for revenue streams.
- Provide monthly reporting on all strategic partner marketing activity.
- Where needed, support with SBG’s wider marketing activity in-line with team requirements.
Critical behaviours required
Competency |
Level |
Communication |
B |
Technical |
A |
Managing & leading yourself & others |
A |
Developing yourself & others |
A |
Service excellence |
A |
Commercially focused |
A |
Embracing Change |
A |
Teamwork |
A |
Personal profile
Qualifications required
Essential
- Experience using email marketing software
- Experience in customer/stakeholder service management
- Experience reporting on marketing activity
Desirable
- Experience with Google Analytics
- Experience with social media scheduling software
Our Expectations
Our Approach to Risk Management
- You will require an awareness of operational and regulatory risk, which may impact on SBG. You will be responsible for reporting to their line manager any risk which may impact on the business.
Three Lines of Defence Risk Management Model
- You will be required to deliver your role competently and comply with the relevant standards and procedures, ensuring that SBG deliver a service where suitable advice is given to the end consumer, which is adequately recorded and ultimately promotes good customer outcomes. This can either be through direct influence or in a support services capacity.
The Consumer Duty Principle
- You will be required to highlight to your line manager procedures and processes that may impact on SBG’s ability to deliver good outcomes for retail customers and/or may lead to foreseeable harm. Where possible and relevant to your department, put forward suggestions that could positively impact the outcomes achieved by retail customers.
Information Security
- You will need to be aware of all information security principles, policies and procedures and ensure these are followed on a day-to-day basis. You will be required to remain vigilant at all times and report any security concerns, suspicions and/or breaches in a timely manner.
SBG’s 6 Star Service Delivery
- You will need to demonstrate an understanding of what 6-star service delivery means in your role. This will be evidenced through your day-to-day behaviours and performance measured against your team’s 6-star service objectives.
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