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.
#J-18808-Ljbffr
Senior CRM Manager 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.
