At a Glance
- Tasks: Lead CRM strategy for a new investment proposition, shaping customer journeys and engagement.
- Company: Join a dynamic team at MoneySuperMarket, dedicated to helping millions save money.
- Benefits: Enjoy up to 27 holidays, a bonus scheme, and work-from-anywhere flexibility.
- Other info: Access mentorship, training, and a diverse workplace committed to inclusion.
- Why this job: Make a real impact in the financial services sector while growing your career.
- Qualifications: Significant CRM experience in financial services and strong analytical skills required.
The predicted salary is between 51750 - 63250 £ per year.
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.
- Customer Retention & Engagement
- 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.
- Data, Insight & Optimisation
- 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.
- Support strategic planning and business growth initiatives.
WHAT WE LOOK FOR
- Essential
- Significant CRM experience within financial services.
- Proven experience in savings, investments, wealth management or retail banking.
- Strong understanding of customer lifecycle marketing and retention strategies.
- Experience building automated CRM journeys and lifecycle programmes.
- Strong commercial mindset with experience driving customer growth and engagement.
- Experience operating within FCA-regulated environments.
- Excellent stakeholder management and communication skills.
- Strong analytical and data-driven decision-making capabilities.
- Desirable
- Experience within an investment platform, wealth management provider or digital investment business.
- Experience driving AUM growth initiatives.
- Knowledge of investment products including ISAs, GIAs, pensions and managed portfolios.
- Experience working with Braze, Salesforce Marketing Cloud, Adobe Campaign or similar CRM platforms.
WHAT REWARDS ARE ON OFFER
- Up to 27 holidays + bank holidays
- Pension up to 6% employer contribution
- Bonus scheme
- Digital Doctor on demand
- Work from anywhere scheme – 2 weeks per year
- Financial coaching
- Mental health platform access
HOW WE’LL INVEST IN YOU
We’re invested in your development. Expect mentorship, training, and opportunities to expand your skill set, including access to your own individual LinkedIn Learning license with access to over 16,000 courses. At MONY Group, we believe in the strength of diversity and see inclusion as a strategic advantage. Our values guide us in creating a workplace where fairness and equity is a reality for all. We’re committed to minimising systemic bias and creating a level playing field for all candidates. Contact us for reasonable accommodations in the application process, no need to disclose your disability or condition, just specify your needs. Unsure what to ask for? We can guide you through available accommodations. We understand that job adverts only say so much and you’re likely to have a lot of questions. If you’d like to know more before applying such as more on hybrid working, salary, our parental leave policy etc, please just let us know, and we’ll be happy to help.
You can contact the recruiter for this role, Kim at kim.richards@monygroup.com. We believe that success isn’t solely defined by ticking boxes on a skills checklist. We encourage your application, so we can discover your skills and experience that will help you succeed in this role.
Senior CRM Manager (Wealth Management) in London employer: MONY Group
MONY Group is an excellent employer that fosters a dynamic and inclusive work culture, where innovation and collaboration thrive. With a strong focus on employee growth, you will have access to continuous learning opportunities and the chance to work on impactful projects across well-known brands in a vibrant London setting. The hybrid working model ensures a healthy work-life balance, allowing you to perform at your best while enjoying the flexibility of remote work.
StudySmarter Expert Advice🤫
We think this is how you could land Senior CRM Manager (Wealth Management) in London
✨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.
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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 MONY Group. 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 Senior CRM Manager (Wealth Management) in London
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 MONY Group.
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 MONY Group'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 MONY Group
✨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 MONY Group.
✨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 MONY Group 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 MONY Group 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.
