About the Role

We’re looking for a data-driven, creative thinker to lead the delivery of our marketing automation efforts and help us build smarter, more personalised client experiences. This is a hands-on role where you’ll craft journeys that engage and retain our clients across KiwiSaver and Managed Funds. If you're passionate about using automation to deliver relevant, timely communications that drive results - we’d love to hear from you.

Key Responsibilities:

• Lead the delivery of our marketing automation strategy by supporting its strategic evolution and shaping automated journeys that support client acquisition, onboarding, engagement, and retention.
• Build and optimise automated journeys, triggered campaigns, and nurture programs across email, SMS, in-app, website and more.
• Be a power user of our Marketing Automation platform and create campaigns that are personalised, relevant, and measurable.
• Establish campaign performance benchmarks and reporting frameworks; test, learn, and iterate fast.
• Ensure data integrity, compliance, best practice and governance are adhered to.
• Champion continuous improvement - regularly review campaign and platform performance to identify opportunities for optimisation and innovation.

Skills & Experience:

• 3–5+ years of hands-on experience with marketing automation platforms (e.g. Marketo, HubSpot, Pardot, Salesforce Marketing Cloud).
• Strong understanding of customer lifecycle marketing, lead scoring, and behavioural segmentation
• Proven experience in marketing and communications, ideally in financial services.
• Experience building end-to-end multi-channel campaigns, including technical setup and performance reporting.
• Confidence with HTML, tokens, dynamic content, and APIs is a plus.
• An analytical mindset - you’re comfortable with data, dashboards, and making decisions based on insights.
• Excellent communication and collaboration skills - you’ll work closely with stakeholders across the business.
• Strong writing, editing, and proofreading skills.
• A collaborative mindset and a passion for delivering exceptional client experiences.

Why Fisher Funds?

Fisher Funds is one of New Zealand’s leading investment management firms, with a strong focus on delivering long-term value for our clients.

At Fisher Funds, we don’t just manage wealth; we help Kiwis secure their financial futures. Here’s what makes us stand out:

Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage.

Grow Your Career: Access professional development opportunities to reach your full potential.

Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.

Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.

About Fisher Funds:

• Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for 25 years.
• We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.
• We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $24 billion in funds under management.
• Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world
• We have one of the largest client services teams in New Zealand and an award-winning one at that.
• This is a truly collaborative, team player office where everyone is passionate about what they do and the difference they can make.
• Our vibrant and buzzing head office is based in Takapuna with a gorgeous deck with 180-degree views of Rangitoto and Takapuna beach!

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.

Applications close - 13 March 2026