📌 Core Information
🔹 Job Title: D2C Customer Marketing Manager
🔹 Company: AJ Bell
🔹 Location: London, City of, United Kingdom
🔹 Job Type: Full-time
🔹 Category: Financial Services
🔹 Date Posted: 2025-04-16
🔹 Experience Level: 5-10 years
🔹 Remote Status: Hybrid (minimum 50% office time)
🚀 Job Overview
Key aspects of this role include:
- Managing the customer marketing lifecycle to drive growth, engagement, and customer value.
- Planning and executing customer marketing campaigns across various channels.
- Leading and developing a team, fostering growth and high performance.
- Collaborating cross-functionally with teams such as CRM, Brand, Product, and Data.
- Ensuring compliance with regulatory requirements and internal/external standards.
ASSUMPTION: This role requires a strategic thinker with strong organizational skills and a data-driven mindset to succeed.
📋 Key Responsibilities
✅ Plan and execute customer marketing campaigns, focusing on onboarding, engagement, and unlocking customer value across the lifecycle.
✅ Oversee the strategy, planning, execution, and optimization of customer marketing campaigns through email and push notifications, ensuring segmentation, engagement, and alignment with business objectives.
✅ Lead and coordinate multiple projects, utilizing strong project management skills to ensure campaigns are delivered on time and meet key performance metrics.
✅ Embed an 'always-on' approach to test-measure-learn, using data-driven insights to continuously improve customer and commercial results.
✅ Analyze and report on key metrics to track campaign performance against targets, identifying areas for improvement and optimization.
✅ Manage, develop, and optimize refer-a-friend initiatives to increase customer acquisition.
✅ Collaborate cross-functionally with teams to ensure alignment and deliver best-in-class customer communications.
✅ Lead, inspire, and develop a Senior Marketing Executive, fostering growth and high performance within the team.
✅ Ensure compliance with regulatory requirements, overseeing sign-offs from key stakeholders to ensure marketing assets meet internal and external standards.
ASSUMPTION: Successful candidates will have experience in customer marketing, with a focus on email marketing campaigns, and be able to work effectively in a cross-functional team.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Business, or a related field (or equivalent experience)
Experience: 5+ years' experience in customer marketing, with demonstrated success in delivering impactful email marketing campaigns.
Required Skills:
- Strategic thinking and planning
- Strong organizational skills with meticulous attention to detail
- Data-driven mindset with a focus on testing, learning, and optimizing
- Creative problem-solving skills
- Analytical skills with the ability to interpret data and extract meaningful insights
- Excellent verbal and written communication skills
- Customer-focused with a strong understanding of customer needs
- Team leadership and development skills
- Ability to work effectively in a cross-functional team
Preferred Skills:
- Experience with marketing automation tools
- Familiarity with the financial services industry
- Bilingual or multilingual skills
ASSUMPTION: Candidates with experience in the financial services industry may have an advantage in understanding the regulatory environment and customer needs.
💰 Compensation & Benefits
Salary Range: £55,000 - £65,000 per year (dependent on experience)
Benefits:
- Starting holiday entitlement of 27 days, increasing up to 31 days with length of service
- Pension schemes with matched contributions up to 6%
- Discretionary bonus scheme
- Annual free share awards scheme
- Buy As You Earn (BAYE) Scheme
- Health Cash Plan
- Discounted private healthcare scheme and dental plan
- Free gym membership
- Employee Assistance Programme
- Bike loan scheme
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Loans for travel season tickets
- Death in service scheme
- Paid time off for volunteer work
- Charitable giving opportunities through salary sacrifice
- Calendar of social events
- Personal development programmes
- Ongoing technical training
- Professional qualification support
- Talent development programmes
- Peer recognition scheme
- Monthly leadership breakfasts and lunches
- Casual dress code
- Hybrid working model (minimum 50% office time)
Working Hours: Full-time (37.5 hours per week), with flexible working arrangements available
ASSUMPTION: The salary range provided is based on industry standards for a Marketing Manager role in the financial services sector in the UK.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services
Company Size: 1,001-5,000 employees
Founded: 1995
Company Description:
- AJ Bell is one of the leading online investment platforms in the UK, offering a wide range of solutions for customers and financial advisers.
- The company provides low-cost delivery, market-leading online functionality, and first-class service to help customers manage investment portfolios within SIPPs, ISAs, and Dealing accounts.
- AJ Bell has over 561,000 customers and £86.5 billion of assets under administration, making it a significant player in the UK investment market.
Company Specialties:
- Online investment platforms
- SIPPs, ISAs, and Dealing accounts
- Low-cost delivery and market-leading online functionality
- First-class service for customers and financial advisers
Company Website: http://www.ajbell.co.uk/group/
ASSUMPTION: AJ Bell's focus on low-cost delivery and market-leading online functionality makes it an attractive option for customers seeking to manage their investments efficiently.
📊 Role Analysis
Career Level: Mid-level to senior marketing role, with the opportunity to grow and develop within the team and the organization.
Reporting Structure: The Marketing Manager will report directly to the Head of Marketing and will have one direct report (a Senior Marketing Executive).
Work Arrangement: Hybrid working model, with a minimum of 50% office time required. The role may involve occasional travel to other AJ Bell offices or client meetings.
Growth Opportunities:
- Progression to a senior marketing role within the D2C team or another area of the business.
- Opportunities to lead and develop a larger team, as the business continues to grow.
- Access to personal development programmes, ongoing technical training, and professional qualification support.
ASSUMPTION: Successful candidates will have the opportunity to grow and develop within the role and the organization, as AJ Bell continues to expand and evolve.
🌍 Location & Work Environment
Office Type: Modern, collaborative office space with state-of-the-art facilities.
Office Location(s): 4 Exchange Quay, Salford Quays, Manchester, M5 3EE, GB
Geographic Context:
- The office is located in the heart of MediaCityUK, a vibrant and rapidly growing digital and creative hub.
- The area offers excellent transport links, with easy access to public transportation, cycling routes, and nearby parking facilities.
- The office is situated near a variety of shops, restaurants, and leisure facilities, providing ample opportunities for employees to socialize and unwind outside of work.
Work Schedule: Full-time (37.5 hours per week), with flexible working arrangements available. The role may require occasional work outside of regular office hours to meet project deadlines or attend events.
ASSUMPTION: The modern and collaborative work environment at AJ Bell's office in Manchester fosters creativity, innovation, and teamwork, enabling employees to thrive in their roles.
💼 Interview & Application Insights
Typical Process:
- Online application and resume screening
- Phone or video screening with the HR team
- First-round interview with the hiring manager
- Second-round interview with the Head of Marketing and other team members
- Final-round interview with senior leadership
Key Assessment Areas:
- Strategic thinking and planning
- Campaign management and execution
- Data analysis and interpretation
- Team leadership and development
- Cross-functional collaboration and stakeholder management
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role.
- Demonstrate your understanding of the financial services industry and AJ Bell's business model.
- Showcase your ability to work effectively in a cross-functional team and collaborate with stakeholders.
- Prepare examples of successful email marketing campaigns you have managed, highlighting your approach to strategy, execution, and optimization.
ATS Keywords: Customer Marketing, Email Marketing, Campaign Strategy, Customer Engagement, Data Analysis, Team Leadership, Cross-functional Collaboration, Financial Services, AJ Bell
ASSUMPTION: The interview process at AJ Bell is designed to assess candidates' strategic thinking, campaign management skills, data analysis, team leadership, and cross-functional collaboration abilities, as well as their cultural fit with the organization.
🛠️ Tools & Technologies
- Marketing automation tools (e.g., Marketo, Pardot, or HubSpot)
- Customer relationship management (CRM) software (e.g., Salesforce or Microsoft Dynamics 365)
- Data analysis and visualization tools (e.g., Google Analytics, Tableau, or Power BI)
- Project management tools (e.g., Asana, Trello, or Jira)
ASSUMPTION: Successful candidates will have experience with marketing automation tools, CRM software, data analysis and visualization tools, and project management tools to effectively manage customer marketing campaigns.
👔 Cultural Fit Considerations
Company Values:
- Customer-focused
- Collaborative
- Innovative
- High-performing
- Respectful
Work Style:
- Data-driven and analytical
- Creative and innovative
- Collaborative and team-oriented
- Results-focused and action-oriented
- Adaptable and responsive to change
Self-Assessment Questions:
- Do you have a proven track record of delivering successful email marketing campaigns in a customer marketing role?
- Are you comfortable working in a cross-functional team and collaborating with stakeholders to deliver best-in-class customer communications?
- Do you have a data-driven mindset and a focus on testing, learning, and optimizing to continuously improve customer and commercial results?
- Are you a strategic thinker who can see the big picture and articulate ideas clearly to various stakeholders?
- Are you a strong leader who can inspire and develop a team, fostering growth and high performance within the team?
ASSUMPTION: Successful candidates will demonstrate a strong cultural fit with AJ Bell's values and work style, as well as a commitment to delivering exceptional customer experiences and driving business growth.
⚠️ Potential Challenges
- The role may require occasional work outside of regular office hours to meet project deadlines or attend events.
- The role may involve managing multiple projects simultaneously, requiring strong project management skills and the ability to prioritize effectively.
- The role may require working with sensitive customer data, necessitating a strong commitment to data protection and privacy principles.
- The role may require occasional travel to other AJ Bell offices or client meetings, which may involve overnight stays.
ASSUMPTION: Successful candidates will be able to manage their time effectively, prioritize tasks, and work well under pressure to meet project deadlines and deliver high-quality customer marketing campaigns.
📈 Similar Roles Comparison
- This role differs from other marketing roles in the financial services industry in its focus on customer marketing and the customer lifecycle, rather than brand or product marketing.
- This role requires a strong understanding of the financial services industry and the regulatory environment, as well as the ability to work effectively with compliance teams.
- This role offers opportunities for career progression within the D2C team or other areas of the business, as well as access to personal development programmes and professional qualification support.
ASSUMPTION: Successful candidates will have a strong understanding of the financial services industry and the regulatory environment, as well as the ability to work effectively with compliance teams to deliver best-in-class customer communications.
📝 Sample Projects
- Developing and executing a customer onboarding campaign to improve customer engagement and unlock customer value within the first 90 days of account opening.
- Optimizing customer segmentation and targeting to improve the performance of email marketing campaigns and increase customer engagement.
- Collaborating with the CRM team to integrate customer marketing campaigns with the CRM system, improving data accuracy and campaign performance.
ASSUMPTION: Successful candidates will have experience developing and executing customer marketing campaigns, as well as the ability to work effectively with cross-functional teams to deliver best-in-class customer communications.
❓ Key Questions to Ask During Interview
- Can you describe the typical customer journey for AJ Bell's D2C customers, and how this role fits into that journey?
- How does AJ Bell approach customer segmentation and targeting, and how can this role contribute to improving customer engagement and unlocking customer value?
- What are the key performance indicators (KPIs) for this role, and how will my performance be measured against these KPIs?
- How does AJ Bell support the professional development and growth of its marketing team members?
- What are the biggest challenges facing the D2C team in the next 12-24 months, and how can this role help address those challenges?
ASSUMPTION: Successful candidates will ask thoughtful and insightful questions during the interview process to demonstrate their understanding of the role, the team, and the organization, as well as their commitment to driving business growth and delivering exceptional customer experiences.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role, demonstrating your understanding of the financial services industry and AJ Bell's business model.
- Prepare examples of successful email marketing campaigns you have managed, highlighting your approach to strategy, execution, and optimization.
- If you are invited to an interview, be prepared to discuss your approach to customer marketing, data analysis, team leadership, and cross-functional collaboration, as well as your cultural fit with AJ Bell's values and work style.
- Follow up with the hiring manager within one week of your interview to reiterate your interest in the role and address any remaining questions or concerns.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
