At a Glance
- Tasks: Lead CRM strategy for a new investment proposition, shaping customer journeys and lifecycle management.
- Company: Join a dynamic team at MoneySuperMarket, making a real difference in people's financial lives.
- Benefits: Competitive salary, diverse workplace, and opportunities for personal and professional growth.
- Other info: Collaborative environment with a focus on customer outcomes and continuous improvement.
- Why this job: Be part of an innovative project that makes investing accessible and rewarding for everyone.
- Qualifications: Experience in CRM, savings, investments, or wealth management is essential.
Senior CRM Manager – Investments & Wealth
ABOUT US
Every day, we push beyond expectations to help millions of people save money, at a time when it’s never mattered more. Through MoneySuperMarket, MoneySavingExpert, Quidco and our B2B partnerships we supply products to more than 24 million unique monthly visitors, helping UK households to save billions of pounds a year. Can you tell this is something we’re exceptionally proud of!
Creative, collaborative, ambitious – it’s hard work. But what makes it worth it? Leaving work knowing we’ve made a difference to our customers, users, and to each other.
Put our distinct brands together with our dedicated colleagues and you’ve got a workplace with lots of personality. We’re open-minded, diverse, and love our differences. Everyone plays a part, and comes together to work hard, go beyond, and make sure everyone feels they belong.
ABOUT THE ROLE
MoneySuperMarket is building a new investment proposition designed to make investing more accessible, transparent and rewarding for UK consumers.
We're looking for a Senior CRM Manager with deep experience in savings, investments or wealth management to lead the CRM strategy for this exciting new business area.
This is a unique opportunity to shape and scale a customer lifecycle programme from the ground up, owning the end-to-end investor journey from acquisition and onboarding through to activation, retention and long-term customer value growth.
The successful candidate will combine strong CRM expertise with a deep understanding of investor behaviour, regulated financial services communications and customer lifecycle management.
WHAT YOU WILL BE DOING
CRM Strategy & Customer Lifecycle
- Define and own the CRM strategy for the Investments proposition.
- Develop customer lifecycle frameworks covering acquisition, onboarding, activation, engagement, retention and reactivation.
- Create and maintain a CRM roadmap aligned to commercial objectives and customer needs.
- Identify opportunities to improve customer experience and maximise lifetime value.
Customer Acquisition & Activation
- Design and optimise onboarding journeys that convert prospects into funded investors.
- Develop programmes to improve account completion, funding and first investment rates.
- Build personalised customer journeys using behavioural and transactional data.
- Drive continuous optimisation through testing and experimentation.
Assets Under Management Growth
- Develop CRM strategies focused on growing customer assets under management (AUM).
- Create campaigns to encourage regular investing, portfolio funding and ISA contributions.
- Support transfer-in activity and asset consolidation initiatives.
- Identify opportunities to increase customer engagement and investment activity.
- Develop customer engagement programmes that improve retention and long-term value.
- Build re‑engagement and churn prevention strategies.
- Create educational and insight‑led communications that support customer confidence and investing behaviours.
- Monitor customer performance and lifecycle metrics to identify growth opportunities.
- Use customer, behavioural and commercial data to inform CRM strategy.
- Establish measurement frameworks and reporting for key lifecycle KPIs.
- Analyse campaign performance and customer behaviour to drive continuous improvement.
- Partner with analytics teams to develop audience segmentation and targeting strategies.
Regulatory & Governance
- Ensure CRM communications meet FCA and Consumer Duty requirements.
- Work closely with Compliance and Legal teams to maintain robust governance processes.
- Support the development of compliant customer communications within a regulated environment.
- Champion customer outcomes and fair value principles throughout the customer lifecycle.
Stakeholder Management
- Partner closely with Product, Commercial, Marketing, Compliance and Analytics teams.
- Act as the CRM subject matter expert for the Investments proposition.
- Influence senior stakeholders through data, insight and customer understanding.
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Senior CRM Manager in London employer: MONY Group plc
MONY Group plc is an exceptional employer, offering a dynamic work environment in Greater London where innovation and collaboration thrive. With a strong focus on employee growth, we provide competitive benefits, including generous holiday allowances and pension contributions, alongside ample opportunities for professional development. Join us to lead a high-performing team in the Motor channel and make a meaningful impact in the Insurance industry.
StudySmarter Expert Advice🤫
We think this is how you could land Senior CRM Manager in London
✨Show Your Creative Side
In marketing communications, standing out is key. Get creative with your application! Consider designing a mini-campaign or pitch that highlights your skills and understanding of the brand. Tailor it for MONY Group plc and show them what you can bring to the table.
✨Engage in Marketing Communities
Get involved in local or online marketing communications groups. Check out platforms like Meetup for events and workshops. Networking here can lead to hidden job openings and valuable insights into the industry trends—this is where we often discover what companies like MONY Group plc are looking for.
✨Leverage Social Media
Use platforms like LinkedIn and Twitter to showcase your passion for marketing communications. Share insights, articles, and your own content that resonates with the industry. Tagging or interacting with MONY Group plc on these platforms can catch the eye of recruiters and show you're genuinely interested in them.
✨Attend Industry Events
Keep an eye out for marketing conferences and workshops. These are great places to meet potential employers face-to-face and make connections that could land you a full-time role at MONY Group plc. Bring your business cards and be prepared to chat about how you can contribute!
We think you need these skills to ace Senior CRM Manager in London
Some tips for your application 🫡
Craft an Impactful Cover Letter:Your cover letter is your chance to shine! Focus on your passion for marketing communications and how your previous experiences can benefit MONY Group plc. Make sure to mention specific campaigns or projects you’ve worked on that showcase your creativity and strategic thinking.
Showcase Your Writing Skills:As you're diving into a marketing communications role, your writing ability is crucial. Include samples of your work, like blog posts, press releases, or social media campaigns in your application. This lets us see your style and how you engage with different audiences.
Tailor Your CV to Marketing:Your CV should highlight relevant marketing skills and experiences! Include specific tools or platforms you’ve used, like Google Analytics or social media management software. Mention any certifications or workshops related to marketing that you've completed – they can give you an edge!
Demonstrate Your Understanding of MONY Group plc:Show us that you’ve done your homework! In your application, briefly mention what you admire about MONY Group plc’s marketing approach or any recent campaigns that caught your attention. This can reveal your enthusiasm for the role and your genuine interest in joining our team!
How to prepare for a job interview at MONY Group plc
✨Showcase Your Creative Campaigns
Get ready to flaunt your portfolio! Include examples of previous marketing campaigns you've worked on, especially those that showcase your creativity and strategy. Recruiters at MONY Group plc will be keen to see how you conceptualise and execute campaigns, so highlight any measurable outcomes to back up your claims.
✨Know Your Digital Tools Inside Out
If you’re heading into a marketing-communications role, make sure you're comfortable discussing key digital marketing tools like Google Analytics, HubSpot, or Hootsuite. Expect some technical questions about how you've used these tools in the past, as they'll want to gauge your hands-on experience and how you analyse data to drive marketing decisions.
✨Be Ready for Scenario-Based Questions
At MONY Group plc, they may throw some scenario-based questions your way, aimed at testing your problem-solving skills in real-life marketing situations. Think through potential challenges you’ve faced, how you navigated them, and be prepared to discuss your thought process and outcome.
✨Demonstrate Your Passion for Marketing
As you’re applying for a full-time position, show that you're not just looking for a job, but a career in marketing. Talk about the latest trends in marketing communications, your favourite campaigns, and why they inspire you. Your enthusiasm can really make you stand out and demonstrate that you’re committed to growing within the field.
