Marketing Specialist

About Us

The Customer Growth and Retention Marketing Team plays a crucial role in developing and deploying strategies to accelerate revenue generated from prospects, investors, and members. By attracting new prospects and retaining customers to become their pension and investment platform of choice.

We aim to be a leading multinational provider of investment solutions, wealth management, and retirement services, offering our customers the best of Fidelity. Our vision is to deliver exciting experiences and empower customers to feel engaged with their future and investments.

This role supports the delivery of cross-selling strategies for personal investing products and services. Key responsibilities include creating, deploying, and monitoring cross-sell campaigns, coordinating with team members to ensure smooth execution, and providing administrative assistance to marketing managers and senior managers.

Maintaining and updating tasks using Workfront ensures accuracy and completeness of information. Data analysis efforts are supported by preparing reports and summaries to identify cross-sell opportunities. The customer journey is enhanced by collaborating with the Site Engagement Team to improve on-site conversion rates.

Promotional materials and incentive programs are designed and distributed to encourage personal investors to become multi-product holders. Feedback and results from campaigns provide insights for future initiatives. The delivery of all required collateral supports the effective execution of cross-selling strategies.

• Aquisition Marketing Expertise: Proven experience in deploying, managing, and analysing acquisition marketing campaigns, with a good understanding of multi-channel targeting and customer online/offline journeys.
• Promotional Design Skills: Creativity in designing and distributing promotional marketing materials and incentive programs, with the ability to monitor feedback and adjust future initiatives accordingly.
• Organisational Skills: Strong ability to manage multiple tasks and priorities efficiently, ensuring timely delivery of materials and communications in support of marketing campaigns and cross-sell initiatives.
• Attention to Detail: High level of accuracy in maintaining Workfront jobs and compliance approvals and ensuring data integrity for analysis and reporting.
• Project Coordination: Experience in organising and monitoring campaigns, handling logistics, and collaborating with team members to ensure smooth execution aligned with strategic goals.
• Customer Focus: Ability to enhance the customer journey by integrating cross-sell strategies within personal investing channels and working with product teams to gather feedback and meet customer expectations.
• Communication Skills: Excellent written and verbal communication skills, able to clearly and effectively convey information, ideas, and thoughts to other stakeholders.
• Analytical Skills: Competence in preparing reports that support data analysis, able to identify trends, performance gaps, and cross-sell opportunities, via a comprehensive understanding of campaign performance metrics.

This role offers a unique opportunity to work in a dynamic team, contributing to the growth and retention of customers. You will have the chance to develop your skills and expertise in acquisition marketing, promotional design, and project coordination. A collaborative and supportive environment ensures successful execution of cross-sell strategies and enhances the customer journey.

Industry experience in Financial Services and UK FCA compliance requirements would be an advantage but not essential. We are committed to providing equal opportunities for all candidates. If you are passionate about personal development, leadership competencies, and upskilling others, this role may be suitable for you.