Senior CRM Manager (Wealth Management)

Senior CRM Manager – Investments & Wealth

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 [email protected] 

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.