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Investment Planning Partner

United Kingdom, Manchester · Job Posted April 16, 2026
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Job Description

The Investment Planning Partner is the bridge between big-picture strategy and real-world results. You will translate strategic thinking into integrated, outcome-led investment plans that help our clients grow. By connecting high-level direction with practical, performance-driven budget allocation, you ensure every pound spent is commercially robust and grounded in marketing effectiveness.

Job Responsibility

  • Strategic Translation: You turn complex strategic thinking and business objectives into clear, structured, and compelling investment narratives that stakeholders—from marketing teams to C-Suite and private equity—can get behind
  • Commercial Growth: You drive successful new business wins and organic growth by creating investment plans that are persuasive, measurement-informed, and grounded in audience insight
  • Effectiveness Leadership: You ensure marketing effectiveness isn't an afterthought by embedding measurement frameworks and incrementality testing into the heart of every plan
  • Market Advantage: You unlock competitive edges for our clients by building deep relationships with 'Alpha Partners' to access early innovations, new formats, and smarter trading dynamics
  • Collective Excellence: You raise the bar for the entire agency by developing best-practice templates and coaching others to pitch investment plans to an elite standard

Requirements

  • Strategic Logic: The ability to articulate the 'why' behind budget allocation with authority and clarity
  • Analytical Confidence: Comfort working with budgets, forecasting models, and ROI dynamics without losing sight of the strategic perspective
  • Data Led Decision Making: A knack for turning data from tools (like YouGov or Nielsen) and research into decisive, actionable investment opportunities
  • Influential Communication: The ability to simplify the complex and persuade diverse audiences, adapting your narrative to suit the room
  • Outcome-Obsession: A natural focus on marketing effectiveness, attribution, and growth goals
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