JOB DESCRIPTION

JOB TITLE Marketing Executive (12-Month Contract)

DEPARTMENT Marketing

REPORTING TO Marketing Manager

JURISDICTION Jersey/Guernsey (Group)

OAK SUMMARY Oak Group is a leading provider of Fund Administration, Private Client and Corporate Services. The Group is headquartered in Guernsey and has offices in Jersey, the Isle of Man, Mauritius and The Bahamas. Our clients range across high-net-worth individuals, families, corporate institutions and asset managers. Oak employs over 250 people, the majority of whom are qualified as accountants, corporate secretaires, and fiduciary professionals. We prioritise continuous growth and development of our people, recognising that their success is the foundation of excellent client service and business growth. Oak has a new ownership structure whereby it will be owned by a standalone company, Opera. The majority shareholder is Stephen Lansdown, co-founder of Hargreaves Lansdown, the U.K.’s largest stock broking firm and a member of the FTSE 100. Oak is privately owned with a fully-aligned strategy for growth and transformation. Our vision is long-term and extensive and will allow us to plot a strategic arc. Our holistic strategy includes investing into cutting-edge technology and data management tools, investing into back- office simplification to improve client and employee experience, extensive training for our team, and continually enhancing our employee value proposition all to align staff and shareholder interest and fuel a constant drive for sustainable excellence and growth. Oak is committed to this exciting journey. JOB SUMMARY This is a varied and hands-on role within Oak’s Commercial team, which encompasses the Group’s marketing, communications, business development, and broader commercial activity. As a Marketing Executive, you will support the delivery of high-quality BD events and campaigns that contribute to our growth and client engagement goals. Working closely with colleagues across jurisdiction, as well as external partners, you will help ensure our messaging is clear, consistent, and aligned with our evolving brand. This role also requires digital fluency and a strong grasp of AI tools and platforms that support marketing and communications efficiency. KEY RESPONSIBILITIES Events, Business Development & Intermediary Engagement

• Own the planning and delivery of the groups BD events, sponsorships, and conferences across jurisdictions.

• Liaise with suppliers, venues, and internal stakeholders to meet deadlines and budgets • Maintain Oak’s presence with industry associations and external visibility opportunities. Manage

the BD calendar and event tracker. • Assist with the preparation of credentials and pitch materials, including coordination of RFP

submissions • Track leads and opportunities using CRM tools, and contribute to pipeline reporting • Support intermediary engagement by maintaining contact lists, preparing updates, and providing

high-quality collateral.

JOB DESCRIPTION

• Track engagement metrics, and ensure follow-up actions are coordinated • Help ensure marketing and BD activities support client acquisition and retention goals

• Assisting with the Group’s Corporate Social Responsibility (CSR) programme and support the delivery of Environmental, Social and Governance (ESG) campaigns and content.

Campaigns, Content & Communications

• Co-ordinate and deliver marketing and business development campaigns across digital and traditional channels

• Draft, edit, and manage content (news releases, articles, newsletters, award submissions, case studies, and collateral) including segmentation, delivery, and performance tracking

• Maintain, and update the Oak and Opera website and social media channels • Ensure materials follow brand guidelines and messaging frameworks • Assist in maintaining a continuous feedback loop to refine messaging, targeting, and campaign

execution Internal Engagement & Collaboration

• Assist in the delivery of internal campaigns in collaboration with the People & Culture team • Create and publish internal news, announcements, and SharePoint content • Support the rollout and training of marketing and BD tools and templates across the group

General Support & Administration

• Work with external agencies to deliver marketing outputs, maintaining relationships with media and industry bodies.

• Support the tracking of marketing budgets and expenses • Provide essential support to the delivery of the group’s Commercial strategy and OKRs. • Complete other duties as required, in line with the role, team, and evolving function • Uphold Opera’s vision and values in all aspects of work • Completing and inputting time in the time billing system on a daily basis.

KEY COMPETENCIES & SKILLS • A minimum of grade B for English Language at GCSE (or equivalent). • A recognised Marketing qualification, preferably at Undergraduate degree level and be committed to

continuing to study to ensure continuous development. • Experience in a similar role, preferably in the Finance sector. • Good IT skills, including practical experience of Microsoft Outlook, Word and Excel. • An enquiring mind, being able to question, research, apply and share learning. • Proficiency and comfort with technology and ability to adapt to various bespoke systems and IT

platforms. • Excellent organisational skills and ability to meet deadlines. • An understanding of the importance of consistently delivering high standards in a customer service

role. • A flexible attitude to working hours and team needs. • Ability to travel to other jurisdictions for learning and development and marketing experiences, as and

when required. • Ability to work under pressure & meet deadlines. • Excellent written and verbal communication skills. • A proactive approach to work & the ability to work under own initiative.

JOB DESCRIPTION

Employee Signature:_____________________________________ Date:_____________________

KEY BUSINESS PARTNERS

• CEO, CCO, Directors and Managing Directors • Compliance/Data Protection/IT • People & Culture (employee engagement/internal marketing/communication initiatives) • External business partners such as agencies, third party introducers, suppliers, industry events