Strategic CRM Lead for Investments & Wealth

Strategic CRM Lead for Investments & Wealth

Full-Time No working from home possible
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At a Glance

  • Tasks: Lead CRM strategy for a new investment proposition and manage the investor lifecycle.
  • Company: Join MoneySuperMarket, a leader in financial services innovation.
  • Benefits: Attractive salary, flexible working options, and opportunities for professional growth.
  • Other info: Dynamic role with potential for significant career advancement.
  • Why this job: Shape the future of investments while making a real impact on customer engagement.
  • Qualifications: Proven CRM expertise and understanding of investor behaviour in regulated environments.

MoneySuperMarket is seeking a Senior CRM Manager – Investments & Wealth to lead the CRM strategy for a new investment proposition in the UK. You will own the end-to-end investor lifecycle from acquisition and onboarding through activation, retention and long-term value growth.

The role requires deep CRM expertise, a strong understanding of investor behaviour, and experience with regulated financial services communications and lifecycle management.

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Strategic CRM Lead for Investments & Wealth 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.

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Contact Details:

MONY Group plc Recruitment Team

We think you need these skills to ace Strategic CRM Lead for Investments & Wealth

CRM Strategy Development
Investor Lifecycle Management
Acquisition and Onboarding
Activation and Retention Strategies
Long-term Value Growth
Understanding of Investor Behaviour
Regulated Financial Services Communications