Marketing Manager - SOFI ai

About SOFI ai

SOFI ai is an AI-powered platform built for the financial services industry, helping firms work smarter, improve productivity and unlock greater value from their data and content.

We work with businesses across wealth management, financial advice and the wider financial services market, using AI to help teams access information more efficiently, support client communications and improve how knowledge is shared across organisations.

As SOFI ai continues to grow, we are looking for an experienced Marketing Manager to help build our brand, develop our market presence and generate engagement across the wealth and IFA sector.

Role Overview

The Marketing Manager will take responsibility for the day-to-day delivery of SOFI ai’s marketing activity, working across content, CRM, digital campaigns, PR, events and thought leadership.

This is a hands-on role for someone who understands the wealth management and IFA market and is comfortable turning complex financial services and technology themes into clear, engaging marketing campaigns.

You will own and develop SOFI ai’s use of HubSpot, helping us build increasingly sophisticated marketing journeys, nurture campaigns and reporting.

You will also take responsibility for the SOFI meets podcast series, working with guests, internal stakeholders and our PR lead to develop relevant topics, coordinate recordings and maximise the reach of each episode.

Working closely with the wider SOFI ai team, you will help ensure the brand remains visible, relevant and engaging as the business continues to scale.

Key Responsibilities

• Marketing strategy and delivery: Support the development and execution of SOFI ai’s marketing strategy across the wealth, IFA and wider financial services market.
• HubSpot ownership: Manage HubSpot across email marketing, segmentation, workflows, landing pages, campaign tracking, lead nurturing and reporting.
• Demand generation: Develop campaigns designed to generate awareness, engagement and qualified opportunities for the SOFI ai sales pipeline.
• Wealth and IFA marketing: Build campaigns and content that resonate with financial advisers, wealth managers, platforms, networks and other key audiences across the advice market.
• User and prospect newsletters: Developing and producing compelling newsletters that will engage with clients and prospects to keep them engaged and interested in SOFI ai
• SOFI meets... podcast: Own the marketing and coordination of the SOFI meets podcast series, including topic development, guest liaison, scheduling, promotion and post-episode content.
• PR and media: Work closely with our PR lead to identify news opportunities, develop stories, coordinate announcements and increase SOFI ai’s visibility across relevant trade and financial media.
• Content development: Create and manage content across email, social media, website, thought leadership, case studies, reports and sales collateral.
• Social media: Manage SOFI ai’s social channels and develop a consistent programme of engaging content that strengthens the brand and supports wider campaigns.
• Website and digital marketing: Support the ongoing development of the SOFI ai website, ensuring messaging, content and conversion journeys remain relevant and effective.
• Campaign reporting: Monitor campaign performance, engagement and lead generation, using HubSpot and other data sources to continually improve activity.
• Sales enablement: Work closely with the sales team to develop collateral, campaigns and content that support prospect conversations and client engagement.
• Events: Support SOFI ai’s presence at industry events, conferences, webinars and owned events, helping coordinate promotion, content and follow-up activity.
• Brand management: Help maintain a clear, consistent and professional SOFI ai brand across all external communications.
• Market intelligence: Keep abreast of developments across AI, wealth management, financial advice and financial services technology to identify relevant marketing opportunities.

Key Requirements

We are looking for someone who combines strong marketing execution with a solid understanding of the wealth and financial advice market.

The successful candidate will ideally demonstrate:

• Experience in a B2B marketing role within wealth management, financial advice, fintech or financial services.
• A good understanding of the UK wealth management and IFA market.
• Strong practical experience using HubSpot, including campaigns, workflows, segmentation, email marketing and reporting.
• Experience developing and delivering multi-channel marketing campaigns.
• Strong written communication skills and the ability to turn technical or complex subjects into clear, engaging content.
• Experience working with PR teams, agencies or media contacts.
• Experience managing podcasts, webinars, video or other thought-leadership content would be highly advantageous.
• Confidence working with senior stakeholders, clients and external contributors.
• A good understanding of digital marketing, social media and content marketing.
• Strong organisational skills and the ability to manage multiple campaigns and priorities simultaneously.
• A proactive, commercial mindset with a focus on outcomes and measurable marketing performance.
• Excellent attention to detail.
• An interest in AI and how technology is changing financial services.

What We Offer

• The opportunity to play a key role in the growth of an ambitious AI business.
• Exposure to senior leaders across wealth management, financial advice and financial services.
• The opportunity to shape SOFI ai’s marketing strategy as the business develops.
• A varied role spanning digital marketing, CRM, content, PR, podcasts and events.
• A collaborative and entrepreneurial working environment.