Business Analyst – Marketing Technology (MarTech)

The Value of Active Minds
 

About Jupiter

Jupiter is one of the UK’s leading investment management companies with just under 500 employees and £54 billion worth of assets under management (as at 31st December 2025).

Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds. Jupiter has experienced a period of international growth with offices open in EMEA and APAC. 

The majority of our employees are based in our London office located just minutes from Victoria station which provides stair-free access from both the Underground’s Victoria line and National Rail platforms, as well as limited road crossings to the Jupiter office. Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities. The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings. 

We offer our UK employees a 3:2 hybrid working arrangement where Tuesdays, Thursdays and a third day of your choice are worked from the office. The other two days may be worked from home.  This facilitates collaboration and allows employees to maximise productivity whilst maintaining a healthy work/life balance.

Background

We are looking for an experienced MarTech & CRM Manager to join the Client Group and take ownership of our full marketing and client technology stack. This is a senior individual-contributor role sitting at the intersection of Client Group and enterprise technology. The successful candidate will be the day-to-day owner of all Tech platforms used across the Client Group, acting as a key bridge between marketing, technology, compliance, and external vendors.

A central priority for this role is to build and maintain a unified 360° view of the client by ensuring all platforms are deeply integrated with Salesforce as the system of record.

Key Responsibilities

• Serve as the primary owner and subject-matter expert for all Client Group technology platforms: Salesforce CRM, Adobe Experience Manager (AEM), Marketo, Oktopost, Adobe Analytics, Adobe Target, and Seismic.
• Maintain a deep understanding of each platform's capabilities, roadmap, and optimal configuration for an asset management context.
• Ensure all platforms are operating effectively, with appropriate governance, access controls, and data hygiene in place.
• Identify opportunities to optimise, automate, or retire tools in line with the broader technology strategy.

• Work closely with marketing, business development teams, and technology stakeholders to scope, document, and prioritise business requirements for system enhancements.
• Translate business requirements into clear, detailed technical specifications for internal development teams and external vendors including process flows, data models, integration maps, and acceptance criteria.
• Lead UAT (User Acceptance Testing) cycles, coordinating with both business users and technical teams to ensure quality delivery.
• Maintain up-to-date business documentation for all platforms including user manuals, data dictionaries, architecture diagrams, and process runbooks.

• Own Salesforce as the central system of record for all client data across the Client Group, ensuring that every platform in the technology stack is integrated and feeding clean, consistent data into Salesforce.
• Design business processes and manage data flows between Salesforce and platforms including Marketo, Seismic,  Oktopost, and Adobe Analytics, working with external vendors and internal Technology teams to implement and maintain integrations.
• Define and govern a unified client data model that enables business development, marketing, and client service teams to have a consistent view of client engagement across all client touchpoints.
• Produce regular reporting and dashboards within Salesforce and connected BI tools to surface actionable client intelligence for senior stakeholders.

• Act as the Client Group's liaison with IT Security and Risk teams, ensuring all marketing technology platforms meet the firm's information security standards.
• Coordinate and manage penetration testing engagements for Client Group platforms, working with internal security teams and approved third-party vendors.
• Ensure platforms comply with applicable data protection legislation (UK GDPR, FCA requirements) and internal compliance policies, including data retention, consent management, and audit trails.

• Manage the relationship with our retained Marketo agency and serve as the internal lead for all Marketo development and campaign operations activity.
• Identify and onboard an equivalent specialist agency for Adobe products (AEM, Adobe Analytics, Adobe Target), running the selection process and establishing an effective working relationship from day one.
• Act as the day-to-day commercial and operational point of contact for all MarTech vendors, managing SLAs, renewals, escalations, and strategic roadmap conversations in close collaboration with Procurement.
• Evaluate new vendors and technologies if required, producing structured assessments and recommendations for senior stakeholders.

Desired Skills / Experience

• Hands-on experience: Salesforce CRM high level configuration and developer skills and content management or digital experience platforms (Adobe Experience Manager or equivalent)
• Demonstrated ability to design and document API-based integrations between enterprise marketing and CRM platforms.
• Ability to write clear technical specifications, user stories, and data mapping documents without reliance on a development background.
• Proficiency in: Marketing automation platforms, ideally including Marketo
• Familiarity with: Adobe Analytics and/or Adobe Target
• Experience with: Sales enablement platforms such as Seismic

• Solid understanding of how technology is deployed within an asset management environment, including the regulatory and compliance considerations that apply.
• Familiarity with client lifecycle management in asset management.
• Understanding of IT security frameworks and best practices as applied to financial services technology environments.

• Proven track record of delivering complex, cross-functional marketing technology projects on time and within scope,.
• Strong stakeholder management skills, able to communicate technical concepts clearly to non-technical audiences and to influence without direct authority.
• Experience managing external vendors, including performance management.

• Highly organised with strong attention to detail and a structured approach to problem-solving.
• Self-starter who is comfortable operating with ambiguity and building new processes from the ground up.
• Collaborative and commercially minded, with a genuine interest in how technology can drive better client outcomes.
• Comfortable operating in a regulated environment and proactive about compliance and data governance.

Additional Role Details

• This role is subject to the Conduct Rules set by the FCA.

Don’t meet every requirement? At Jupiter we are dedicated to building a diverse and inclusive workplace, so if you are interested in this role, but don’t think your experience aligns perfectly with every listed requirement in the job description, we would encourage you to apply. You may be the right person for this role.