A CRM Strategy Director – Wealth & Asset Management / Customer Engagement Director / Customer Marketing Director is needed by a scaling financial services platform (B2B & B2C) to define, shape and deliver their customer relationship & engagement strategy across the business, from scratch.

The CRM Strategy Director – Wealth & Asset Management / Customer Engagement Director / Customer Marketing Director will take full ownership of the customer lifecycle strategy covering all touch points, with the goal of improving customer engagement, relationships, revenue and overall satisfaction.

The CRM Strategy Director – Wealth & Asset Management / Customer Engagement Director / Customer Marketing Director will;

*Define and deliver the CRM and CEX strategy for the whole business across all products and services
*Obtain a deep understanding of client requirements and improve customer experiences across all platforms
*Devise a customer retention strategy and gain a full understanding of customer needs
*Identify clear objectives through insight, segmentation & data analysis
*Continually roadmap & optimise the customer experience working closely with product, tech and commercial stakeholders
*Inform product roadmap ensuring product development is in line with CRM strategy
*Take a holistic approach to CRM, building frameworks and leveraging relevant agile methodologies to ensure the business listens to the customer
*Monitor and report on KPI’s for customer engagement programmes to senior management
*Managing key stakeholders across the business

The CRM Strategy Director – Wealth & Asset Management / Customer Engagement Director / Customer Marketing Director must have;

*8-12 years’ experience with the majority being within the financial services industry
*Worked or consulted for a wealth/asset management company
*Extensive experience shaping and delivering B2B CRM & Customer engagement strategies
*The ability to talk comfortably about achievements and outputs
*Solid experience of bridging the gap between the customer & business needs
*Experience of measurement of customer experience frameworks
*Great communication skills, be a proactive, self-starter
*Worked in fast paced, agile environments with both digital and account management customer contact
*Strong analytical skills and data driven thinking
*Educated to degree level or equivalent

Reporting directly into the CEO, this is an excellent opportunity for a CRM Strategy Director – Wealth & Asset Management / Customer Engagement Director / Customer Marketing Director to play a key role in making a huge impact across the growth of the company.

Intelligent People is a specialist CRM Strategy Director agency.

Salary £ 100000 - £ 130000 per annum
Benefits Bonus Benefits
Type Permanent
Location City of London, London
Discipline CRM, Lifecycle and Loyalty
Reference MF - 8226_1570718985

Apply for this Job

You are applying for the following job:

CRM Strategy Director – Wealth Asset Management

    * denotes a required field

    We'll never share your email with anyone else.

    Latest Jobs

    Head of Product

    £ 80000 - £ 120000 + benefits
    Permanent
    Manchester, Greater Manchester
    Product Management
    Head of Product £80,000 - £120,000 Manchester Working for one of the UK's leading eCommerce organisations, a Head of Product / Product Lead / Senior Product Manager will help drive new product development and to deliver products that bring true...

    User Acquisition Marketing Manager

    £ 50000 - £ 70000 + benefits
    Permanent
    London
    Acquisition and Performance
    An ambitious Mobile App Marketing Manager / User Acquisition Marketing Manager / Growth Marketing Manager is needed by a leading London Mobile Games Studio as they continue their journey of exceptional growth. Founded by several of the industries key players,...

    B2B Marketing Manager

    £ 60000 - £ 65000
    Permanent
    London
    B2B Marketing
    There has never been a greater need for innovative health tech businesses as there is now. This mobile app startup is helping. Having recently launched in across Europe, last year they received $110m funding to expand globally - they are...

    Senior Product Manager

    £ 80000 - £ 110000 + benefits
    Permanent
    London
    Product Management
    I'm hiring a Senior Product Manager / Head of Product / Product Lead for a hyper growth, completely self-funded global tech scale-up. With revenue doubling year on year, they want to become the 'amazon of services' and need product leaders...