Senior Research and Insight Manager

At Rathbones, our purpose is to help more people invest their money well, so they can live well. We are one of the UK's leading providers of wealth management, investment management, financial planning and asset management services. We work with individuals and families, charities, trustees, financial advisers and other professional partners to help them make confident decisions about money and investments. Our advisers take the time to understand each client's goals, values and circumstances. Together, we create a personalised approach designed to manage, preserve and grow their wealth over the long term. Our services include discretionary investment management, financial planning, fund and asset management, tax planning, trust and company management, and specialist responsible investment services through Rathbone Greenbank Investments. We also work with financial advisers to help them deliver positive outcomes for their clients. With roots dating back to 1742, Rathbones has been trusted for generations. Today, we manage £120.7 billion of client assets*, supported by more than 700 investment professionals across 21 offices in the UK and Channel Islands. Rathbones Group Plc is a FTSE 250-listed company. *Figures as at 30 June 2026. Role Title: Senior Research and Insight Manager Division: Chief Client Office- Insights Location: London Contract: 12 Month FTC Working pattern: Hybrid About the Role We're looking for a Senior Research and Insight Manager to help put the voice of the client at the heart of our decision-making. You'll shape and deliver our B2C insight strategy and roadmap, using qualitative and quantitative research to generate meaningful insights that support client-led commercial decisions and our ambitious growth plans. Joining a relatively new and evolving team, you'll have genuine scope to make your mark, influence how we approach research and insight, and experiment with new ideas and ways of working. It's an exciting opportunity to join a supportive, creative team where your expertise will help embed client insight across the business. What you'll be responsible for Shape our understanding of B2C clients, identifying key insight needs and using the right mix of research methodologies, innovative approaches, AI-enabled tools and specialist partners to generate meaningful insight. Turn business strategy into an impactful research and insight roadmap, exploring new technologies and approaches to make research smarter, more agile and increasingly valuable to the business. Partner with teams across the business to understand their research needs, develop effective briefs and deliver actionable insights that influence commercial and client‑led decision-making. Lead a varied portfolio of research and insight projects, combining qualitative and quantitative research with AI and emerging insight techniques to uncover client needs, behaviours and opportunities. Champion innovation in research and insight, exploring how AI, new methodologies and creative approaches can enhance the way we gather, analyse and use client insight. Embed the voice of the client into proposition and service design, helping teams use research effectively while balancing client needs with commercial viability. Bring together client, market and industry trends to identify opportunities and deliver commercially focused, client‑centric recommendations to key stakeholders. Design and lead engaging workshops, co‑creation and ideation sessions, using insight to spark discussion, challenge thinking and turn ideas into action. Bring insights to life through compelling storytelling, using engaging and innovative formats to make complex findings accessible, memorable and influential. About you Significant experience leading research and insight within a B2C environment, translating client and market intelligence into clear commercial recommendations. Strong understanding of how research and insight can inform proposition development, service design and the end‑to‑end client journey, including the needs of different client segments. Strong practical, hands‑on research experience, with a proven track record of designing, running and delivering research projects using a range of qualitative and quantitative methodologies. Relevant experience within financial services, ideally wealth management or investment management. Highly analytical, with the ability to bring together and interpret multiple data sources, identify meaningful trends and turn complex findings into practical, commercially focused insight. Naturally curious and solutions‑focused, with strong conceptual thinking and a collaborative approach to solving client and business challenges. Strong technical understanding of a broad range of research, insight and analytical tools and platforms. Excellent communication, storytelling and influencing skills, with the confidence to present insight clearly and engage senior stakeholders. Strong project management skills, with the flexibility to manage competing priorities and deliver high‑quality outcomes at pace. Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. A company pension - 9% non‑contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 x salary Income protection - 75 % salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents