7 часов назад
Senior CRM Manager (Wealth Management)
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior CRM Manager (Wealth Management) (Investments & Wealth): Building and scaling the customer lifecycle programme for a new investment proposition, from acquisition and onboarding through activation, retention and long-term value growth with an accent on investor behaviour, regulated financial services communications, and AUM growth. Focus on designing automated journeys, improving funding and first-investment rates, developing retention strategies, and ensuring FCA- and Consumer Duty-compliant communications.
Location: London, United Kingdom
Company
A consumer finance group helping UK households save money through comparison, savings and financial services brands, including MoneySuperMarket, MoneySavingExpert and Quidco.
What you will do
- Define and own the CRM strategy and roadmap for a new investments proposition.
- Build customer lifecycle frameworks covering acquisition, onboarding, activation, engagement, retention and reactivation.
- Design and optimise personalised onboarding and investment journeys using behavioural and transactional data.
- Develop campaigns to increase funding, regular investing, ISA contributions, asset consolidation and assets under management.
- Create retention, re-engagement and churn-prevention programmes supported by educational and insight-led communications.
- Establish lifecycle KPI measurement, analyse campaign performance and influence Product, Commercial, Marketing, Compliance and Analytics stakeholders.
Requirements
- Significant CRM experience within financial services, with experience in savings, investments, wealth management or retail banking.
- Strong understanding of customer lifecycle marketing, retention strategies and automated CRM journeys.
- Experience driving customer growth and engagement with a commercial, analytical and data-driven approach.
- Experience working in an FCA-regulated environment and supporting compliant customer communications.
- Excellent stakeholder management and communication skills.
- Experience with investment products such as ISAs, GIAs, pensions or managed portfolios is beneficial.
Nice to have
- Experience with an investment platform, wealth management provider or digital investment business.
- Experience driving assets under management growth initiatives.
- Experience with Braze, Salesforce Marketing Cloud, Adobe Campaign or similar CRM platforms.
Culture & Benefits
- Up to 27 holidays plus bank holidays.
- Pension contribution of up to 6% from the employer.
- Bonus scheme, financial coaching and access to a digital doctor.
- Work from anywhere scheme for up to two weeks per year.
- Mental health platform access, mentorship, training and an individual LinkedIn Learning licence with access to more than 16,000 courses.
- Commitment to diversity, inclusion, fairness, equity and reasonable accommodations during the application process.
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