We are looking for a skilled professional with experience in Marketing to join our team. This role combines, marketing activities coordination, participation in strategic client proposal (RFP) processes and CRM management

The ideal candidate will have 5 to 10 years of experience, with interest in the Fintech, Wealth management and financial sector supporting our project to Open Wealth, with a focus on operational excellence, and the ability to collaborate effectively with cross-functional teams.

Main Responsibilities:

Marketing:

Coordinate marketing campaigns, including publishing articles in specialized industry magazines.

Organize events for institutional clients, both in-person and virtual.

Manage and track social media posts, primarily on LinkedIn.

Analyze campaign results and propose improvement actions

Support in Proposals and RFPs:

Assist in the preparation and presentation of RFPs, commercial proposals, and client documentation.

Coordinate with internal teams to ensure high-quality deliverables within set deadlines.

Sales Operations support:

Manage and optimize CRM (Microsoft Dynamics) to ensure data integrity and analysis.

Prepare reports on commercial performance, sales pipeline, and key metrics.

Collaborate with sales teams to improve processes and achieve objectives.

Experience Required

Requirements:

5-10 years of experience in similar roles in Marketing, Communication, Events and sales operation support in the Spanish market.

Strong interest for the  Wealth management Financial Entities and Fintech sector and new tech solutions related to data, BI, Microsoft technologies.

Advanced knowledge of CRM tools, preferably Microsoft Dynamics and ability to extract useful presentation for marketing and sales support purposes.

Experience creating publications and presentations for new value proposition

B2B marketing experience: social media campaigns (LinkedIn), event management, and relationships with specialized media.

Strong analytical skills and the ability to prepare reports for strategic decision-making.

Ability to manage multiple tasks and projects simultaneously in a dynamic environment.

Excellent written and verbal communication skills in Spanish and English.

About FNZ Culture  

Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork.  

That’s why we value the strength and diversity of thought in our global team.  

The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world. 

Customer obsessed for the long-term  Think big and make an impact   Act now and own it all the way  Challenge, commit and win together 

Read more about The FNZ Way and our values: www.fnz.com/culture 

Opportunities 

Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact.  

Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies; 

Working in a flexible and agile way that meets the needs of the business and personal circumstances;  

Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority; 

We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa and APAC. 

Commitment to Equal Opportunities  

At FNZ, we recognise that diversity, equity and inclusion are important factors contributing to our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner without regard to gender, ethnicity/race, faith, age, nationality, gender identity, sexual orientation, marital status, socio-economic background, disability or military veteran status where all applicants and employees are valued and respected.  

In addition, we want to ensure accessibility needs are well supported, if you require specific support please advise us. 

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.