Senior CRM Manager (Wealth Management

Position: Senior CRM Manager (Wealth Management)
Location: Newcastle upon Tyne

## Senior CRM Manager (Wealth Management)
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Manchester time type:
Full time posted on:
Posted Todayjob requisition :
REQ-3759
** 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 Money Super Market , Money Saving Expert , 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
** Money Super Market  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…