I'm a CMO for a Wealth Management Company. Feel free to AMA

Hey guys.

I am the Chief Marketing Officer for a medium sized wealth management company (£500 Million MUM).

I have a staff of 10 and like to get involved in the interview process.

I have been working in marketing for 5 years, I'm 28 and studied Economics at university. I did not get a marketing graduate scheme, or any graduate scheme.

If you have any questions about marketing as a career please feel free to ask.

Thanks.

1. How did you rise to CMO in the short time frame of 5 years? What was the progression like (titles/timeframe to promotion)?

2. What does your current role involve on a day-to-day basis?

3. What do you look for in new recruits?

4. Why marketing and not being a wealth/financial advisor at your current firm?

5. Is your compensation tied to revenue or is it independent of revenue? Any rough figures?

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1. I joined an agency as a marketing associate, I was then promoted to marketing manager after 2 years, Senior Marketing Manager after a senior member of staff left (and much begging from my end) after another 8 months. I left for my current role around a year ago.

2, cliche, but every day really is different. First thing Monday morning is a senior staff breakfast meeting from 8 am, then I will get the marketing team together for our weekly full team meeting. After that each day/week is entirely dependent upon the activity planned. We hold monthly events for customers and clients so those weeks are particularly busy. some of my tasks include;
- I will meet with creative guys to discuss artwork and layout if we are updating/ creating any print at that time.
- I brief copy writers for online and print content
- Social media team planning meetings
- Meetings with research and analytics guys
- External meetings with service providers and prospective providers.

If you have a question about any part of my day above just ask.

3, I look for a genuine interest in marketing, whether you are super artistic, love a bit of google or Facebook analytics, or you write captivating copy. Where you went to university doesn't really interest me, I know idiots who went to red brick and old polys.
Your CV is important for a marketing role, as it is a piece of self marketing.
Bring something different, and be yourself, give me a short cover letter about what your interests are and i'm more willing to put you on the interview pile.

4, I have no interest in pension transfers, ISA set up or Tax,Wills & Trusts. for me all of that is very repetitive. For some it can be very lucrative, however you MUST be a good salesman to be a good financial adviser.

5, Yes and no. Basic salary is within the national average ( £65-£80,000). I am set to receive a bonus liked to enquiries and subsequent business.

Fantastic, thanks a bunch for the detailed response!

1. What is the rough % split of the activities outlined above? Which activity is your personal favourite and why?

2. Is there much travelling involved in your role?

3. What is your 5 year plan like? Where do you see yourself heading?

4. What advice would you give to uni students trying to figure out which career path to go down?



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