Marketing Strategy & Planning Manager

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
61K-75K Annually
Senior level
Fintech • Software • Financial Services
The Role
Lead development of the annual Affluent Save & Invest marketing strategy and roadmap. Translate strategy into an actionable annual plan, manage budget decisions, coordinate cross-functional partners, and ensure delivery of measurable, full-funnel marketing outcomes through strong stakeholder alignment and performance management.
Summary Generated by Built In

End Date

Thursday 25 June 2026

Salary Range

£61,344 - £68,160

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Flexibility in when hours are worked, Hybrid Working, Job Share

Job Description Summary

The Affluent Save & Invest team is looking for a Marketing Strategy & Planning Manager to lead the development of its annual marketing strategy and roadmap.

Job Description

Marketing Strategy & Planning Manager 

Location: Halifax or Leeds 

Salary: £61,344-£74,976 pa 

Contract: Permanent, Full Time (35 hours) 

 

ABOUT THIS OPPORTUNITY 

We’re looking for a strategic and highly organised Marketing Strategy & Planning Manager to join our Affluent, Save & Invest Full Funnel Marketing team within Brands, Marketing & Experience. 

This is a pivotal role at the heart of our Strategy & Performance function. You’ll lead the development of our annual marketing strategy, translate this into a clear and actionable plan, and ensure delivery against key objectives throughout the year. 

You’ll connect long-term strategy with in-year execution-working across marketing, product and business teams to drive alignment and deliver measurable impact. 

 

WHAT YOU’LL BE DOING 

Marketing strategy development 

  • Shaping, leading and delivering the creation of the annual Affluent Save & Invest annual marketing strategy, grounded in customer insight, market trends and business objectives 

  • Partnering with product, proposition and commercial teams to ensure alignment with wider priorities 

  • Evidence having managed your own budget and being the main decision maker on marketing strategy initiatives 

 

Planning and execution 

  • Owning the annual marketing plan, ensuring alignment to strategy, budgets and resources 

  • Collaborating across Full Funnel teams, Marketing Accelerators and Insights, Planning & Effectiveness to deliver integrated, optimised and measurable plans 

 

Stakeholder alignment and influencing skills 

  • Creating clear, compelling narratives for senior partners 

  • Demonstrating a strong track-record of influencing across levels and functions 

  • Building strong cross-functional relationships to enable effective delivery 

 

WHAT YOU’LL BRING  

We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply. 

 

We’re looking for a proactive, self-starting individual who approaches challenges with pragmatism and adaptability. You’ll be resilient, commercially minded, and comfortable thinking strategically while operating in a fast-paced, evolving environment. 

 

You’ll also bring proven experience of 5+ years across: 

Marketing Strategy, Planning & Delivery (5+ years) 

  • Strong experience in developing and delivering marketing strategy and plans 

  • Owning marketing strategy budget and being the key decision maker on how that’s used  

 

Business & Commercial Foresight (5+ years) 

  • Solid understanding of full-funnel marketing across brand, acquisition and customer outcomes 

 

Communication, collaboration & influencing skills (3+ years) 

  • Confident in building effective, trusting and strong relationships, with the ability to influence across all l levels 

 

It would be great if you also had 

  • Experience within financial services or a regulated environment 

  • Familiarity with OKR frameworks and performance management processes 

  • Experience working in complex, matrixed organisations 

 

If you require any accommodations or reasonable adjustments during the selection process, please let us know! We'd love to help ensure you put your best foot forward. 

 

We also offer a wide-ranging benefits package, which includes: 

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we’re committed to creating an environment in which everyone can thrive, learn and develop. 

  • A generous pension contribution of up to 15% 

  • An annual performance-related bonus 

  • Share schemes including free shares 

  • Benefits you can adapt to your lifestyle, such as discounted shopping 

  • 30 days’ holiday, with bank holidays on top 

  • A range of wellbeing initiatives and generous parental leave policies 

 

Ready to make an impact? Apply today! 

 

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks.  We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.

Skills Required

  • 5+ years experience in Marketing Strategy, Planning & Delivery
  • 5+ years Business & Commercial Foresight, including full-funnel marketing knowledge
  • Proven experience owning and managing a marketing strategy budget and making budgetary decisions
  • Solid understanding of full-funnel marketing across brand, acquisition and customer outcomes
  • 3+ years experience in communication, collaboration and influencing across levels and functions
  • Experience within financial services or a regulated environment
  • Familiarity with OKR frameworks and performance management processes
  • Experience working in complex, matrixed organisations
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The Company
HQ: London
60,287 Employees

What We Do

Our purpose is Helping Britain Prosper. We do this by creating a more sustainable and inclusive future for people and businesses, shaping finance as a force for good. We're part of an ever-changing industry and are currently on a journey to shape the financial services of the future, whilst supporting our customers’ changing needs. The scale and reach of our Group means we can offer a broad range of opportunities to learn, grow and develop. Our values-led culture and approach to inclusion and diversity means we can all make a real difference together.

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