At a Glance
- Tasks: Drive customer growth and engagement through innovative marketing campaigns and strategies.
- Company: Join AJ Bell, a leading investment platform with a supportive culture.
- Benefits: Competitive salary, generous holiday, pension scheme, and health benefits.
- Other info: Enjoy hybrid working, regular social events, and a focus on inclusion.
- Why this job: Make a real impact on customer experiences and financial futures.
- Qualifications: 5+ years in customer marketing with strong project management skills.
The predicted salary is between 50000 - 65000 £ per year.
We're looking for a Customer Marketing Manager to support the AJ Bell Direct to Consumer (D2C) marketing team in driving customer growth, engagement, and long-term customer value. The Customer Marketing Manager will play a key role in managing the in-life stage of the customer lifecycle, with responsibility for developing and optimising campaigns and customer journeys that drive funding, investing, and cross-sell behaviours. This role will also lead the planning and delivery of key commercial moments, including tax year end activity (on a rotating basis with another marketing manager), while supporting broader customer engagement initiatives across the lifecycle. Working closely with the wider Customer Marketing team, the successful candidate will ensure customers receive a cohesive, insight-led experience across all communications and touchpoints.
Key responsibilities
- Own the strategy, planning, execution, and optimisation of customer marketing campaigns and journeys across the in-life stage of the customer lifecycle, with a focus on driving funding, investing, and cross-sell behaviours.
- Lead the delivery of key commercial campaigns and lifecycle moments, including tax year end activity (on a rotating basis with another marketing manager), ensuring campaigns are customer‑centric, commercially effective, and aligned to wider business objectives.
- Develop and optimise trigger‑based and behavioural communications to increase customer engagement and value.
- Collaborate closely with the wider Customer Marketing team – particularly the parallel In‑Life Customer Marketing Manager – to ensure clear ownership, alignment of priorities, and a seamless customer experience across lifecycle communications.
- Lead and coordinate multiple projects simultaneously, utilising strong project management skills to ensure campaigns are delivered on time and achieve key performance metrics.
- Embed an ‘always‑on’ test‑and‑learn approach, using customer insight and performance data to continuously optimise customer and commercial outcomes.
- Analyse and report on campaign and lifecycle performance, identifying opportunities for improvement, innovation, and growth.
- Collaborate cross‑functionally with teams including Customer Marketing Ops, Brand, Product, Legal, Compliance, Content and Data to deliver best‑in‑class customer communications.
- Lead, inspire, and develop a Marketing Executive, fostering growth and high performance within the team.
- Ensure all communications comply with regulatory requirements and internal governance processes.
Competence, Knowledge and Skills
- 5+ years’ experience in customer or lifecycle marketing, with demonstrated success delivering impactful omnichannel campaigns.
- Experience developing customer journeys and trigger‑based communications that drive engagement and commercial outcomes.
- Strong commercial mindset, with the ability to balance customer needs and business objectives.
- Strategic thinker who can see the bigger picture while maintaining strong attention to detail in execution.
- Excellent project management and organisational skills, with the ability to manage multiple priorities and stakeholders.
- Data‑driven mindset with a strong focus on testing, learning, and continuous optimisation.
- Strong analytical skills, with the ability to interpret performance data and translate insights into action.
- Excellent verbal and written communication skills, with the ability to influence stakeholders across different teams and seniority levels.
- Collaborative team player who builds strong cross‑functional relationships and works effectively in partnership with others.
- Customer‑focused, with a passion for delivering relevant, engaging, and insight‑led communications.
- Support and enable the business to deliver good outcomes for retail customers by helping achieve any regulatory requirements, including consumer duty.
- Experience within financial services or other regulated industries is desirable.
About AJ Bell
AJ Bell is one of the UK’s fastest-growing investment platform businesses, providing award‑winning solutions for everyone, from professional financial advisers to first‑time investors. Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we’re helping more people take control of their financial futures. We’re proud to be recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026 – a reflection of our supportive and collaborative culture.
What we offer
- Starting salary between £50,000 – £65,000 per annum (dependent on experience)
- 27 days holiday, increasing with service + buy/sell scheme + bank holidays
- 8% Pension with matched contributions
- Discretionary bonus scheme
- Share schemes (including free shares and BAYE)
- Health Cash Plan and discounted private healthcare
- Enhanced family leave (subject to qualifying criteria)
- Travel and bike loan schemes
- Employee Assistance Programme
Life at AJ Bell
- Regular social events including summer and Christmas parties
- Learning and development opportunities tailored to you
- Casual dress code
- Friendly, supportive team environment
Our ways of working
We offer hybrid working, with a minimum of 50% of your working time per month spent in the office. For new starters, there’s an initial period of full‑time office working to help you settle in and build relationships.
Inclusion & diversity
We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience, and potential.
Customer Marketing Manager employer: AJ Bell Management Limited
AJ Bell is an exceptional employer, recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years. With a supportive and collaborative culture, employees benefit from tailored learning and development opportunities, a generous holiday allowance, and a hybrid working model that promotes work-life balance. The company fosters a friendly environment where team members can thrive, making it an ideal place for those seeking meaningful and rewarding careers in customer marketing.
Contact Details:
AJ Bell Management Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Customer Marketing Manager
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their customer marketing strategies and think about how your experience aligns with their goals. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills can drive customer engagement and value. Tailor your examples to show how you can optimise campaigns and enhance customer journeys, just like they need.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Customer Marketing Manager
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in customer marketing. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Showcase Your Campaign Success:When detailing your past experiences, focus on specific campaigns you've managed. We love numbers, so include metrics that demonstrate your impact on customer engagement and growth. It’s all about showing us what you can bring to the table!
Be Insight-Driven:We’re looking for someone who can analyse data and translate insights into actionable strategies. In your application, mention any tools or methods you’ve used to optimise campaigns based on performance data. This will show us you’re ready to hit the ground running!
Keep It Professional Yet Personal:While we appreciate professionalism, we also value personality! Let your unique voice shine through in your writing. We want to get a sense of who you are, so don’t hesitate to inject a bit of your character into your application.
How to prepare for a job interview at AJ Bell Management Limited
✨Know Your Customer Marketing Inside Out
Make sure you brush up on customer marketing strategies, especially those related to lifecycle management. Be ready to discuss how you've successfully driven customer engagement and funding in previous roles. Highlight specific campaigns you've worked on that align with the responsibilities of the Customer Marketing Manager position.
✨Showcase Your Project Management Skills
Prepare examples that demonstrate your ability to manage multiple projects simultaneously. Discuss how you prioritise tasks and ensure timely delivery of campaigns. This role requires strong organisational skills, so be ready to share how you keep everything on track while collaborating with various teams.
✨Bring Data to the Table
Since this role is data-driven, come prepared with insights from past campaigns you've analysed. Talk about how you've used performance data to optimise customer journeys and improve engagement. Showing a solid understanding of analytics will set you apart as a candidate who can drive results.
✨Emphasise Collaboration and Communication
This position involves working closely with different teams, so highlight your experience in cross-functional collaboration. Share examples of how you've influenced stakeholders and built strong relationships. Being a team player is crucial, so make sure to convey your passion for delivering cohesive customer experiences.
