Y Tree

Independent wealth advisory with data aggregation

Digital Demand Generation Manager

Growth MarketingUpdated on Nov 13

Full-timeLondon, UK£80k - £85k

About the Job

Requirements

Proven hands-on experience managing HubSpot or an equivalent marketing automation platform, including workflows, segmentation, and reporting.
Experience running paid media campaigns end to end across Google Ads and LinkedIn or similar platforms, including hands-on buying and bid management, and briefing agencies.
Ability to write clear requirements and test changes to CRM, website, and CRM integrations while acting as a bridge between marketing, Product and Platform teams, and a website development agency.
Working knowledge of Salesforce.
Website management experience, including WordPress CMS, SEO, and conversion optimisation. Familiarity with HTML/CSS is a plus but not required.
Hands-on experience applying AI tools to ad copy generation, CRM automation, reporting, and personalisation.
Strong analytical skills, including building and interpreting performance dashboards.
Project management skills.

Responsibilities

Own Y TREE's digital client acquisition engine end to end, including the CRM and marketing technology stack, website, and paid media, from planning through live buying.
Own and administer HubSpot day to day, including workflows, list segmentation, and data hygiene.
Act as marketing's primary liaison with the Product team on HubSpot and Salesforce integrations by briefing requirements, testing changes, and troubleshooting issues between CRMs and downstream systems.
Provide technical input or support as the marketing liaison for other digital platforms, including the website and advertising platforms.
Own the wider digital subscriptions and platform stack by evaluating tools, managing renewals and licences, and recommending consolidations or additions as the stack evolves.
Identify and implement AI-enabled features within HubSpot and the CRM stack, such as predictive scoring and HubSpot automations.
Manage the website day to day, including content updates, page builds, SEO hygiene, and technical issue monitoring and management.
Brief and coordinate with the Platforms and AWS team on larger website changes, new builds, or integrations.
Monitor and report on website performance, including traffic, conversion, and engagement, and run a continuous test-and-learn programme using A/B testing and personalisation to improve lead capture.
Work alongside Marketing Operations to measure, report on, and continuously optimise campaigns, CRM, and website.
Act as the primary marketing point of contact for digital marketing platforms, HubSpot, Salesforce, the website, and other platforms requiring build or engineering support.
Work with Integrated Marketing to ensure content, brand, and campaigns are reflected consistently across CRM, website, and paid channels.
Support Network with lead generation, lead handoff, conversion tracking, and campaign-driven pipeline reporting alongside Marketing Operations.

Desired Qualifications

Familiarity with HTML/CSS.

About Y TREE

We 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

The Role

The Digital Demand Generation Manager owns Y TREE's digital client acquisition engine end to end, CRM and marketing technology stack, the website, and paid media, from planning through to live buying.

CRM & Marketing Technology

Own and administer HubSpot day to day: workflows, list segmentation, data hygiene.
Act as marketing's primary liaison with the Product team on Hubspot and salesforce integrations — briefing requirements, testing changes, and troubleshooting issues between CRMs and downstream systems.
Similar liaison for any other digital platform that needs technical input or support, including the website and ad platforms.
Own the wider digital subscriptions and platform stack: evaluate tools, manage renewals and licences, and recommend consolidations or additions as the stack evolves.
Identify and implement AI-enabled features within HubSpot and the CRM stack e.g. predictive scoring, hubspot automations.

Website Management

Own day-to-day management of the website: content updates, page builds, SEO hygiene, and technical issue monitoring and management.
Brief and coordinate with the Platforms and AWS team on larger website changes, new builds, or integrations.
Monitor and report on site performance (traffic, conversion, engagement) and run a continuous test-and-learn programme — A/B testing and personalisation — to improve lead capture.

Measurement, Reporting & Optimisation

Work alongside Marketing ops to measure, report and optimise campaigns, CRM, and website on a continuous basis.

Cross-Functional Collaboration

Act as the primary marketing point of contact for all digital marketing platforms,Hubspot Salesforce, the website, and any other platform requiring build or eng support.
Work with Integrated Marketing to ensure content, brand, and campaigns are reflected consistently across CRM, website, and paid channels.
Support Network with lead generation, lead handoff, conversion tracking, and campaign-driven pipeline reporting alongside Marketing Ops.

About You

Technical Skills

Proven hands-on experience managing HubSpot (or an equivalent marketing automation platform), including workflows, segmentation, and reporting.
Experience running paid media campaigns end to end across Google Ads and LinkedIn (or similar) — including hands-on buying and bid management, as well as experience in briefing agencies.
Comfortable acting as the bridge between marketing and a Product, Platform teams and Website Dev agency: able to write clear requirements and test changes to CRM, website, and CRM integrations.
Working knowledge of Salesforce.
Website management experience (Wordpress CMS, SEO, conversion optimisation); familiarity with HTML/CSS is a plus but not required.
Hands-on experience applying AI tools to ad copy generation, CRM automation, reporting, personalisation

Personal Characteristics

Entrepreneurial, self-starter mindset, able to execute independently without reliance on agencies.
Strong analytical skills; comfortable building and interpreting performance dashboards.
Project management skills.

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.
As 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.

Salary: 80000.0 - 85000.0 GBP

About the Company

Y Tree

Independent wealth advisory with data aggregation

Y TREE is a London-based WealthTech advisor that provides independent financial advice through a platform that aggregates a client’s entire financial picture into financial life intelligence. It does not sell products or earn commissions, sticking to a pure advisory model. The platform collects data from bank accounts, investments, pensions, real estate, and alternative assets and presents a single view accessible on desktop and mobile. It analyzes portfolio performance, risk, and costs across providers to show clients whether they are getting good value and to help them make informed decisions. The company differentiates itself by combining institutional asset-liability management concepts with fintech-powered, data-driven advice and a transparent, fee-based approach, rather than product sales. Its goal is to help high-net-worth individuals and families align their financial strategy with their life goals, delivering independent, transparent, and targeted financial guidance.

Company size: 51-200
Company stage: Early VC
Total funding: $13.4M
Headquarters: London, United Kingdom
Founded: 2017

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