Marketing Operations Manager, Y TREE

£65-75k

Tableau

Looker

Salesforce

Hubspot

Power BI

Mid and Senior level

London

2+ days a week in office (Soho)

A modern approach to managing personal finance

Job no longer available

A modern approach to managing personal finance

101-200 employees

FintechB2CPersonal financeFinancial ServicesSaaS

Job no longer available

£65-75k

Tableau

Looker

Salesforce

Hubspot

Power BI

Mid and Senior level

London

2+ days a week in office (Soho)

101-200 employees

FintechB2CPersonal financeFinancial ServicesSaaS

Company mission

We are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money.

Job

Company

Role

Who you are

5+ 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 teams
Analytical 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 the job involves

Develop 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 eg. 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, eg product, data, client teams and finance to ensure full alignment across growth initiatives and reporting
Manage external agencies and freelance relationships as required

Salary benchmarks

Our take

Y TREE is setting out to shake up the world of wealthtech, giving ordinary people the tools to really understand their whole financial picture. Utilising a system called Financial Life Intelligence, Y TREE combines data, technology, and institutional-grade advice to provide a satellite view over the wealth management industry.

Context means everything when it comes to financial data, so Y TREE provides its customers with aggregated data, translated into accessible and actionable insights. It's trusted by some of the world's most influential business leaders, and connects its customers' financial overview with strategies to achieve their business aims. A fast-growing start up, Y TREE is set to make a real impact in the wealthtech market.

Freddie

Company Specialist at Welcome to the Jungle

Insights

40% female employees

Glassdoor (4.2)

Company

Company HQ

London, UK

Leadership

Stuart Cash

(Co-Founder & CEO)

Previously a Partner at Goldman Sachs, an Executive Director at SBC Warburg and a Solicitor at Berwin Leighton Paisner.

Arik Peretz

(Co-Founder)

Previously a Director at Movebubble, Shoes Online, Co-Founder and Director at Paragon X and Director at Tufin Technologies.

Johnnie Hampel

(Co-Founder)

Previously a Partner at Partners Capital for 12 years, ex-Goldman Sachs, and a Solicitor at Slaughter and May

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