At a Glance
- Tasks: Shape and deliver impactful campaigns for Workplace pension clients.
- Company: Join the UK's number 1 investment platform, Hargreaves Lansdown.
- Benefits: Enjoy flexible working, competitive pay, and a range of health benefits.
- Other info: Dynamic workplace with opportunities for continuous learning and growth.
- Why this job: Make a real difference in client engagement and strategy development.
- Qualifications: Experience in CRM and financial services is a plus.
The predicted salary is between 47181 - 52413 £ per year.
Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at HL.
We know that sometimes people can be put off applying for a job if they don't tick every box.
If you're excited about working for us and have most of the skills or experience we're looking for, we'd love to hear from you!
About the role
Hargreaves Lansdown (HL) are now recruiting for a CRM Campaign Manager to support in shaping and delivering impactful campaigns for Workplace pension clients.
In this role, you'll develop actionable strategies and coordinate the detailed planning and progress of projects aimed at improving client engagement and value.
You'll work closely with cross-functional teams to ensure strategic alignment, drive project momentum, and support continuous improvement in how we respond to client needs.
- What you'll be doing
- Assisting the Head of CRM in developing and refining strategic plans based on client insights and business priorities for Workplace clients
- Supporting the design and management of project roadmaps, milestones, and KPIs.
- Preparing clear, concise reports, presentations, and business cases to communicate project goals, progress, and results.
- Collaborating with marketing, data, product, and service teams to ensure smooth execution of initiatives.
- Monitoring project delivery, identify risks or blockers, and propose solutions to keep efforts on track.
- Contributing to test-and-learn frameworks and help analyse results to inform next steps.
- Being hands on in the creation of workflows and analysis to design and monitor new activity
About you
- Previous experience in financial services and CRM, customer strategy, or transformation roles.
- Demonstrated success leading initiatives that improved client experience, retention, or revenue.
- Experience working with or managing CRM technology implementations or enhancements.
- Exposure to regulatory and compliance considerations in client data and communications.
- Experience of building and executing campaigns using the Braze CRM platform.
- Knowledge of data structures, customer data management, and integration with marketing, sales, and service platforms.
- Able to analyse data and present findings in clear and concise manner.
- Ability to interpret data and analytics to inform decisions and measure impact.
- Ability to translate business goals into CRM activity & roadmaps.
- Good communication and influence skills
- Understanding of our clients lifecycle, segmentation, and engagement models.
- Experience aligning CRM initiatives with broader commercial and client strategies.
The interview process for this role will be a two stage interview consisting of competency and technical questions, as well as a presentation.
- Working Schedule
- The
- CRM Campaign Manager role is a Permanent, full time, 37.5 hours per week,
Monday to Friday. Our office is based in Bristol, BS1 5HL. Hybrid working is available where only 3 days a week is required in the office.
Why us?
Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol.
For more than 40 years we've helped investors save time, tax and money on their investments.
To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos.
We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.
What's on offer?
- Discretionary annual bonus* and annual pay review
- 25 days* holiday plus bank holidays and 1-day additional Christmas closure
- Option to purchase an additional 5 days holiday**
- Flexible working options available, including hybrid working
- Enhanced parental leave
- Pension scheme up to 11% employer contribution
- Income Protection and Life insurance (4 x salary core level of cover)
- Private medical insurance*
- Health care cash plans - including optical, dental, and out patientcare
- Health screening programme
- Help@hand - confidential support including mental health counselling and remote GP
- Wellhub - unlimited access to fitness providers and wellness coach sessions
- Variety of travel to work schemes with bike storage and shower facilities
- Inhouse barista and deli serving subsidised coffee and sandwiches
- Two paid volunteering days per year
- ** only available to select during our annual benefits window, in November each year
Hargreaves Lansdown is an inclusive employer that values diversity in its workforce.
We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.
This role may also be available on a flexible working or part time basis – please ask the Recruitment & Onboarding team for more information.
Please note, we are unable to provide employment sponsorship to candidates.
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CRM Campaign Manager employer: Hargreaves Lansdown
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StudySmarter Expert Advice🤫
We think this is how you could land CRM Campaign Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Hargreaves Lansdown. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace CRM Campaign Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hargreaves Lansdown.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hargreaves Lansdown's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hargreaves Lansdown
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hargreaves Lansdown.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hargreaves Lansdown will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hargreaves Lansdown employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
