Early Engagement Assistant Marketing Manager

Job Description

About the Opportunity

Job Type: Permanent

Application Deadline: 30 August 2025

Job Description

Title Early Engagement Assistant Marketing Manager

Department Engagement & Retention, Customer Growth & Retention Marketing Team, GPS Marketing

Location Gurgaon

Reports To Early Engagement Marketing Manager

Level 4

With a global presence across more than 25 locations around the world, Fidelity International (FIL) provides investment services and retirement expertise to everyone from central banks and financial institutions to wealth managersand private individuals. We're proud to have been helping our clients build better financial futures for over 50 years.

With FIL's Global Platform Solutions (GPS) our vision is to be a leading, multinational provider of investment solutions, wealth management and retirement services, offering our customers the very best of Fidelity.

The Customer Growth and Retention Marketing Team play a crucial role in developing and deploying strategies to accelerate revenue generated from Prospects, our Investors and Members. By attracting new prospects and retaining our customers to become their Pension and Investment Platform of choice.

Because with the right trusted partner, investing becomes more than a financial decision - it's about helping our customers build the life they want and empowering them to feel engaged with their future and investments. So, join our team and be part of delivering our exciting vision.

You will be responsible for supporting on the implementation of broad ranging customer engagement strategies covering:

- Early engagement: tasked with defining the optimum strategy to establish good customer behaviours and outcomes. Growing high levels of digital engagement and product utilisation through inspiration and marketing tactics. i.e. growing money on: investment rates, transfers in, consolidation, Regular Savings Plans, brokerage.
- Workplace (UK & International) specific initiatives - to support the continued business expansion and value per member i.e. onboarding new schemes, engagement programme management

Key responsibilities

Engagement Strategy Execution and Optimisation:

- Support on the delivery of engagement initiatives, ensuring alignment with overall business goals and customer needs.
- Support on the execution of all activity in relation to engagement campaigns, landing pages, templates, guides, client toolkits and banners.
- Support on the optimisation of journeys and content across all engagement initiatives and touchpoints.
- Continuously monitor and execute changes to maximise effectiveness and ROI, using data-driven insights.

Grow Marketing Reach:

- Work with the Engagement Manager and Senior Manager to implement initiatives to ensure we can continue targeting customers in paid media via 1st/ 3rdparty data. Critical for strengthening foundations to support a CDP integration in the future.
- Ensure our communications clearly articulate the value of marketing across the permissions journey, as part of the process improvements.
- Continue to onboard new WI schemes in a timely and efficient manner.

Drive Early Engagement (first 12 months):

- Welcome new customers to Fidelity, recognising where they've come from and other products they have with us
- Support on the delivery of activities to drive digital engagement and good customer behaviours in the first 12 months, addressing regular inbound queries from customers contributing to call volume reduction efforts.
- Deliver communications to drive money on and invested through transfers in and consolidation, regular savings plans and increasing monthly contributions, brokerage in the first 12 months

Competitor Analysis and Benchmarking:

- Conduct regular competitor research to gain market insights, inspiration to help maintain a competitive advantage. Integrate findings into customer journey plan.

Performance Analysis:

- Monitor and report on campaign performance, making data-driven recommendations for improvement.

Key competencies and experience

- Customer-centric marketing campaign execution (segmentation, targeting, design UX): Proficiency in executing marketing communications across various channels, to drive retention at key points in the customer lifecycle and to illustrate the value of being a Fidelity customer to and through retirement
- Performance Insight and Reporting: Proficiency in using analytics and in developing reporting. Able to identify trends, performance gaps and opportunities.
- Communication Skills: Excellent written and verbal communication skills, able to clearly and effectively convey information, ideas, and thoughts to other stakeholders via reports and presentations. Experience in copywriting, proof-reading, and editing skills, along with the ability to distil information into key messages and prioritise in a fast-paced environment is essential.
- Collaboration: Experience in establishing effective working relationships built on trust. Able to effectively understand stakeholder needs, leverage open dialogue, establish clear expectations and regularly update stakeholders on progress (internal and external).
- Project / Campaign Management: Strong organisational skills with attention to detail. Ability to work in a fast-paced environment and manage multiple projects simultaneously. Curious thinker adopting a proactive approach to problem-solving and innovation
- Team player: Enthusiastic, motivated and positive, with the drive to make an impact.
- Focus on Personal Development: Passion for personal development (technical expertise and core competencies), focused on keeping up to date with the latest technical, industry and competency trends and best practise. Proven experience of upskilling others would be an advantage.
- Industry Experience: Experience working within Financial Services and understanding of UK FCA compliance requirements would be an advantage but not essential. Skilled at explaining complicated products in a simple and engaging way would be highly desirable.

Feel rewarded

For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work - finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.