We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you!
About the role
Hargreaves Lansdown (HL) are now recruiting for a CRM Campaign Manager to support in shaping and delivering impactful campaigns for Workplace pension clients. In this role, you’ll develop actionable strategies and coordinate the detailed planning and progress of projects aimed at improving client engagement and value.You’ll work closely with cross-functional teams to ensure strategic alignment, drive project momentum, and support continuous improvement in how we respond to client needs.
What you’ll be doing
Assisting the Head of CRM in developing and refining strategic plans based on client insights and business priorities for Workplace clients
Supporting the design and management of project roadmaps, milestones, and KPIs.
Preparing clear, concise reports, presentations, and business cases to communicate project goals, progress, and results.
Collaborating with marketing, data, product, and service teams to ensure smooth execution of initiatives.
Monitoring project delivery, identify risks or blockers, and propose solutions to keep efforts on track.
Contributing to test-and-learn frameworks and help analyse results to inform next steps.
Being hands on in the creation of workflows and analysis to design and monitor new activity
About you
Previous experience in financial services and CRM, customer strategy, or transformation roles.
Demonstrated success leading initiatives that improved client experience, retention, or revenue.
Experience working with or managing CRM technology implementations or enhancements.
Exposure to regulatory and compliance considerations in client data and communications.
Experience of building and executing campaigns using the Braze CRM platform.
Knowledge of data structures, customer data management, and integration with marketing, sales, and service platforms.
Able to analyse data and present findings in clear and concise manner.
Ability to interpret data and analytics to inform decisions and measure impact.
Ability to translate business goals into CRM activity & roadmaps.
Good communication and influence skills
Understanding of our clients lifecycle, segmentation, and engagement models.
Experience aligning CRM initiatives with broader commercial and client strategies.
Interview process
The interview process for this role will be a two stage interview consisting of competency and technical questions, as well as a presentation.
Working Schedule
The CRM Campaign Manager role is a Permanent, full time, 37.5 hours per week, Monday to Friday. Our office is based in Bristol, BS1 5HL. Hybrid working is available where only 3 days a week is required in the office.
Why us?
Here at HL, we’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments.
To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.
What's on offer?
- Discretionary annual bonus* and annual pay review
- 25 days* holiday plus bank holidays and 1-day additional Christmas closure
- Option to purchase an additional 5 days holiday**
- Flexible working options available, including hybrid working
- Enhanced parental leave
- Pension scheme up to 11% employer contribution
- Income Protection and Life insurance (4 x salary core level of cover)
- Private medical insurance*
- Health care cash plans - including optical, dental, and outpatient care
- Health screening programme
- Help@hand - confidential support including mental health counselling and remote GP
- Wellhub - unlimited access to fitness providers and wellness coach sessions
- Variety of travel to work schemes with bike storage and shower facilities
- Inhouse barista and deli serving subsidised coffee and sandwiches
- Two paid volunteering days per year
* dependant on role level
** only available to select during our annual benefits window, in November each year
Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.
This role may also be available on a flexible working or part time basis – please ask the Recruitment & Onboarding team for more information.
Please note, we are unable to provide employment sponsorship to candidates.
Skills Required
- Previous experience in financial services and CRM, customer strategy, or transformation roles
- Demonstrated success leading initiatives that improved client experience, retention, or revenue
- Experience working with or managing CRM technology implementations or enhancements
- Experience building and executing campaigns using the Braze CRM platform
- Exposure to regulatory and compliance considerations in client data and communications
- Knowledge of data structures, customer data management, and integration with marketing, sales, and service platforms
- Ability to analyse data and present findings in a clear and concise manner
- Ability to interpret data and analytics to inform decisions and measure impact
- Ability to translate business goals into CRM activity and roadmaps
- Good communication and influence skills
- Understanding of client lifecycle, segmentation, and engagement models
- Experience aligning CRM initiatives with broader commercial and client strategies
What We Do
We’re the UK’s number 1 investment platform for private investors, based in Bristol, where we now employ over 1,700 people. For more than 40 years we’ve helped investors save time, tax and money on their investments. Today we're trusted by over 1.7 million clients. Our service allows clients to bring all their ISAs, pensions, SIPPS, and savings into one easy to manage place, allowing them to be in control.
