Own and deliver CRM, lifecycle marketing, audience engagement, and marketing analytics strategies for B2B adviser audiences. Develop segmentation, personalisation, nurture journeys, campaign optimisation, measurement frameworks, and CRM roadmaps. Partner with Sales, Product, Change, Data, and Marketing teams to deliver automation and transformation initiatives, translating insights into commercially focused recommendations within a regulated environment.

Conduct outbound telephone and online business development with financial advisers, building relationships and promoting AIR’s products, technology, webinars, events, and campaigns. Support advisers in using the platform, increase sessions, illustrations, and completions, monitor activity data, maintain CRM records, provide multi-channel service, and meet KPIs and business targets. Develop expertise in later-life lending and contribute to distribution objectives.

Lead design, development, governance and support of Microsoft platform solutions (Dynamics 365, Power Platform, Dataverse). Drive integrations, automations and ALM/DevOps practices, enforce security and governance, mentor developers, conduct design/code reviews, and translate stakeholder requirements into scalable, supportable enterprise solutions.