Investec – Where Out of the Ordinary Happens

At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.

About the team: 

Marketing Operations is responsible for the operating model and infrastructure that enable the IBP Marketing department to deliver effectively. The team works across Marketing, Technology, Risk, Compliance and Operations, with strong links to IBL Marketing and offshore delivery hubs. 

Reporting to the Head of Marketing Operations, this role has no direct reports but will provide leadership across cross-functional project squads and transformation initiatives. 

What will I be doing? 

As Marketing Transformation Lead, you will lead key initiatives within the IBP marketing transformation agenda. You will align delivery with Global Marketing transformation priorities, enable cross-border collaboration and capability building, and embed sustainable operational change across the department. 

You will lead strategic and technical change across marketing channels, workflows, marketing technology and AI-enabled process optimisation. Working closely with UK Marketing leadership, the South Africa offshore hubs and key partners, you will translate strategic goals into practical, scalable solutions that improve effectiveness, efficiency and collaboration. 

Leadership of transformation projects 

• Lead end-to-end delivery of high-impact transformation projects, from discovery and requirements through build, testing, rollout and continuous improvement.
• Set direction for cross-functional project squads spanning marketing, creative, operations, technology and agencies, ensuring clear roles, priorities and deliverables.
• Act as the senior escalation point for project risks, issues and dependencies, driving timely resolution.
• Translate strategy into detailed project plans with clear milestones, ownership and success measures.

Martech, data and process ownership 

• Act as a senior champion for selected marketing technology platforms, particularly email, workflow and project management tools, working closely with the DCMS team.
• Define and maintain standardised processes, workflows and service levels that support consistent, high-quality campaign delivery across locations.
• Partner with technology and data teams to ensure data flows, integrations and reporting support effective targeting, governance and performance measurement.
• Continuously review and optimise production processes, tools and workflows with the Creative & Production Manager and the wider hub team.

Change leadership and stakeholder engagement 

• Build trusted relationships across IBL Group, UK Marketing, Operations, Technology and the offshore hub, advising on transformation and channel delivery requirements.
• Design and lead change, communication and training plans that support adoption of new tools and processes, including participation in the newly created Martech and AI taskforce.
• Provide regular senior-level updates on progress, benefits, risks and next steps.
• Champion a test-and-learn culture that encourages experimentation, feedback, knowledge sharing and continuous improvement.

Governance and quality 

• Build robust governance, quality control and compliance into new workflows, tools and templates.
• Support clear audit trails for briefs, assets, approvals and performance reporting.
• Define and track KPIs and success measures for transformation initiatives.

 What do I need to bring? 

• Significant experience, typically seven or more years, in marketing operations, marketing transformation, marketing technology, digital marketing, production management or a related field.
• A proven track record of leading complex, multi-stakeholder transformation projects from strategy through implementation and adoption.
• Hands-on experience with email marketing, channel and marketing automation platforms.
• Experience running RFPs and vendor selection processes for marketing, workflow or project management tools.
• A strong understanding of cross-channel campaign delivery and how creative, production, data and technology teams work together.
• No mandatory professional qualifications or regulatory exams are required for this role.

 I am good at: 

• Project and programme management, with a structured and organised approach to multiple priorities.
• Stakeholder management, facilitation and negotiation, including at senior level.
• Simplifying complexity and tailoring communication for different audiences.
• Using data and insight to support decisions and measure impact.
• Using project management and collaboration tools, and designing effective processes and workflows.
• Balancing strategic thinking with a hands-on approach when needed.
• Working collaboratively and bringing people together around a common goal.
• Taking ownership, staying curious and proactively improving how work gets done.
• Remaining resilient, adaptable and effective in a fast-moving environment with ambiguity.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work. You can find a list of our benefits here

Embedded in our culture is a sense of belonging and inclusion. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.

We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.

If this role excites you but you don't meet every requirement, we'd still love to hear from you. Your unique perspective and experience could be exactly what we are looking for.  Get in touch!

At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every day.

Be part of something Out of the Ordinary.

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

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If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.