Acquisition Lead - Nutmeg Wealth Services

Job Description
As an Acquisition Lead in our Nutmeg Wealth Services team, you will play a pivotal role in driving our commercial success by optimizing lead generation and conversion rates across various acquisition channels. You will collaborate closely with senior stakeholders to enhance our CRM system, improve sales efficiency, and contribute to our goal of becoming the leading affluent wealth management platform in the UK. This role offers an exciting opportunity to shape the future of digital financial planning and make a significant impact on our growth trajectory. This role is designed for a dynamic individual who is eager to contribute to a collaborative team environment and drive meaningful results in the wealth management sector. Join us to be part of a forward-thinking team that values innovation and excellence.
Job Responsibilities:

• Develop and scale an acquisition platform infrastructure with advanced reporting and analytics capabilities.
• Leverage internal analytics and business intelligence to drive digital financial planning initiatives.
• Lead channel development for expanding guidance activities across multiple internal distribution channels.
• Collaborate with marketing and finance partners to maximize acquisition efforts, ensuring lead quality and volume meet targets.
• Facilitate data-driven budget planning and tracking, addressing any deviations from the plan proactively.
• Oversee the delivery of new outbound campaigns to existing clients and prospects, ensuring accurate sales funnel tracking.
• Identify areas for improvement and best practices, providing insights and analysis for regular reporting and live campaigns.
• Contribute to building a comprehensive controls infrastructure, aligning performance metrics with regulatory requirements.

Required Qualifications, Capabilities, and Skills:

• Proficiency in MS Excel with excellent numerical skills.
• Strong commercial understanding of key business drivers and the ability to transform data into actionable insights.
• Ability to manage multiple tasks and meet regular reporting deadlines.

Preferred Qualifications, Capabilities, and Skills:

• Experience in analyzing sales funnel data.
• Familiarity with Salesforce CRM.
• Strong internal relationship management and partnership management skills.

About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.