Stockbroking Commercial Relationship Manager

End Date

Tuesday 25 February 2025

Salary Range

£57,546 - £63,940

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

.

Job Description

Job title: Stockbroking Commercial Relationship Manager

Location: Leeds

Salary: £57,546 - £63,940

Hours: Full time

Working Pattern: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at our Leeds office.

About this opportunity:

Established in 1997, we're LBG’s retail stockbroking arm providing an execution-only share dealing service to half a million customers. With substantial investment being made over the coming years in a new platform and improved customer journeys, we're poised for significant growth.

Our Stockbroking Commercial Team is the heart of this transformation. We're responsible for delivering the sales plan for Stockbroking by understanding customer behaviour, crafting impactful marketing initiatives and collaborating with Marketing, Products and Digital to bring these initiatives to life.

As Commercial Relationship Manager, you'll help us craft and develop incentives and promotional activity that drive customer acquisition and engagement.

What you’ll be doing:

• Identify, build and implement innovative propositions for various customer segments to meet market demands and improve customer value.
• Collaborate across teams to develop pivotal initiatives for growth in segments like Private Banking, Mass Affluent and within Scottish Widows.
• Build positive relationships with third parties (e.g. aggregators, affiliates, digital investment websites and research agencies) to gain market insights and drive customer acquisition.
• Collaborate with Marketing, Digital Customer Experience, Products, and our Transformation labs to build compelling content that attracts new customers whilst optimising the sales funnel.
• Develop and implement strategic and tactical plans to increase customer activity, reduce attrition and boost revenue per customer.
• Proactively identify and anticipate commercial business opportunities to stay ahead of market trends.
• Work closely with the Commercial Reporting Team to understand our customer base and identify segment-specific opportunities.

Why Lloyds Banking Group

Like the modern Britain we serve, we’re evolving. Investing billions in our people, data and tech to transform the way we meet the ever-changing needs of our 26 million customers. We’re growing with purpose. Join us on our journey and you will too!

What you’ll need:

• Track record of delivering initiatives through to completion. (i.e. Developing the proposal, securing funding, working with multiple teams to deliver).
• Experience of delivering projects that are commercially advantageous. You can represent D2C commercially with stakeholders both internally and externally of the group.
• You've experience of rationalising business cases. You're adept as simplifying and explaining whilst maintaining a good working relationship.
• To be proficient in Excel and producing PowerPoint presentations for senior management is a must. Knowledge of Adobe Analytics and Power BI would be beneficial, but the main thing is that you have a strong desire to develop these areas.
• Experience of building business cases and funding rationales would be desirable.

About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it’s why we especially welcome applications from under-represented groups. We’re disability confident. So, if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares.
• Benefits you can adapt to your lifestyle, such as discounted shopping.
• 30 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

If you’re excited by the thought of becoming part of our team, get in touch.

We’d love to hear from you!

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks.  We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.