Hiring Citywide Financial Partners’ first senior marketer

When Citywide Financial Partners, a long-standing financial advisory firm, needed to appoint their first senior marketer, our recruiters delivered a consultative search process. As their first hire, Jaemien Serrano helped the team shape the job description and interview before searching the market for the ideal hire. 

Hiring Citywide Financial Partners’ first senior marketer

The story of Citywide Financial Partners

Citywide Financial Partners is an established financial advisory firm offering tailored, independent advice to families, retirees and professionals.

With growth plans in place, they recognised the need to expand their current client portfolio. Consequently, they needed to onboard a marketing leader who could shape strategy, elevate brand presence, and drive client engagement. 

Challenge: Defining and hiring a first senior marketing leader

The business had never hired a senior marketer before. As a small, founder-led organisation, they needed guidance not just on sourcing candidates, but on what the role should look like

They needed a Head of Marketing who could combine strategic thinking with hands-on delivery. Due to the nature of the industry, it was also crucial they were financially literate - someone confident in communicating the value of the business to current and future customers. 

Solution: A robust, collaborative search process

Specialist financial services marketing recruiter, Jaemien Serrano, partnered closely with Citywide, taking a consultative approach from day one. She: 

  • Held weekly update calls with all relevant stakeholders 
  • Helped shape the role profile and refine requirements as the process evolved 
  • Crafted a bespoke task to assess both strategic and practical marketing skills 
  • Provided a broad cross-section of candidates to explore different experience levels and styles for their first hire

The search was designed to give the hiring team confidence in their decision-making. 

Result: A Head of Marketing to lead future growth

The process concluded with the appointment of an excellent Head of Marketing. This hire will play a pivotal role in defining Citywide’s market positioning and supporting their long-term growth plans. 

Candidate Thought Count: 1