OverviewOverview of Y TREEWe are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money. We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations.We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting-edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The business was founded in 2017 by three successful entrepreneurs and business-builders with diverse experiences and skill-sets in Technology, Corporate Advice and Investment Management and is backed by some of Europe’s leading investors.Role OverviewYou will be joining the marketing team at an exciting time. Our primary goals are to build awareness of the TREE brand, power demand generation, and creating content which drives engagement, retention and advocacy amongst clients. We are building a team that will fuel the growth engine and shape the future of the business.We’re looking for an experienced, data driven, innovative Marketing Operations Manager who has a track record in collaborating within and across teams to build a high performing marketing operation. This role is central to ensuring our marketing activity runs seamlessly, with the right processes, technology, data and analytics in place to maximise performance. The successful candidate will introduce efficient workflows, make good use of AI, establish full-funnel tracking and reporting for acquisition and client marketing, manage budgets, and provide insights and forecasts that drive better decision-making. Success will be a marketing engine that is predictable, and scalable and that has experimentation and learning at its heart.The RoleDevelop and optimise marketing workflows, ensuring the team operates with efficiency and clarity across campaigns, content, and channels.Identify and implement AI and automation tools to improve marketing productivity and output.Partner with data, analytics and finance teams to establish tracking infrastructure that captures all relevant performance data across the funnel.Analyse marketing performance e.g. campaigns, projects, highlighting conversion bottlenecks and making recommendations to improve funnel efficiency.Build and maintain dashboards, reports, and insights using data visualisation that inform strategic and tactical marketing decisions.Own marketing funnel forecasting, and help with development of strategy, plans that drive client growth, pipeline, and revenue contribution.Manage marketing budget tracking and reporting, ensuring spend aligns to strategy, 5 year plans and delivers measurable returns.Collaborate with all relevant teams, e.g. product, data, client teams and finance to ensure full alignment across growth initiatives and reporting.Champion a test-and-learn culture, running experiments and sharing learnings to continually enhance effectiveness.Ensure marketing technology stack is fit-for-purpose, integrated, and delivering against business needs.Manage external agencies and freelance relationships as requiredRequirementsThe Technical Bit5+ years of experience in marketing operations, revenue operations, or performance marketing roles (B2B SaaS, fintech, or professional services experience a plus).Strong knowledge of marketing tech stacks (e.g., HubSpot, Salesforce, attribution tools, analytics platforms).Hands-on experience with marketing analytics, data visualisation, and performance dashboards (e.g., Tableau, Looker, PowerBI).Proven ability to build marketing workflows and processes that drive efficiency.Demonstrated experience in budget management, ROI analysis, and forecasting.Familiarity with AI/automation in marketing operations and willingness to implement new technologies.Excellent stakeholder management skills – able to work cross-functionally with product, data, comm-dev, finance, and client teamsAbout YouAnalytical thinker with strong problem-solving skills and data-informed decision making.Highly organised, structured, and detail-oriented.Proactive and results-driven, with a bias for action and executional excellence.Adaptable and entrepreneurial, thriving on working in fast-paced, evolving environments.Client focused, strong communicator who can translate complex data into clear insights and actions.Curious, open-minded, and eager to experiment with new tools and approaches.Balances strategic vision with hands-on execution.Confident handling sensitive PII information with care.What’s in it for you?Once eligible, you'll be able to enroll onto our private healthcare plan through Vitality. This includes perks like 50% off premium gym memberships and access to their exclusive rewards programme.Support for your mental health and wellbeing through our employee assistance programme.25 days of annual leave per year. This is 25 days each year where we expect you to turn your phone off and switch off; we would never ask you to book leave for a doctor's appointment or to see your children's school plays.Regular team socials to help you switch off from work and get to know your colleagues in an environment away from your desk. We ensure socials are well-balanced and offer a variety of activities to suit different needs so you always feel welcome.A welcoming, dog-friendly London office with appropriate spaces to cater for those with varying needs in the form of various breakout spaces and silent booths.A 3% employer pension contribution as standard, with generous additional employer contributions if you choose to make your pension contributions via salary sacrificeAs well as, a range of family-friendly policies, support towards professional qualifications, electric car schemes and more!Our mission at Y TREE is to build diversity in our teams; diversity of thought, culture, backgrounds and perspectives. Please come as you are and let us know if there are any reasonable adjustments we can make to support you in your application process. Additionally, if you don't feel you meet 100% of the requirements please apply anyway if you feel you can demonstrate your suitability to the role. Please note, that sponsorship is not available for this role. #J-18808-Ljbffr