Customer Growth and Retention Marketing Specialist

About Your Team

The Customer Growth and Retention Marketing Team plays a crucial role in developing and deploying strategies to accelerate revenue generated from prospects, our investors and members.

Our vision is to be a leading multinational provider of investment solutions, wealth management and retirement services.

The team's mission is to attract new prospects and retain our customers to become their pension and investment platform of choice.

We believe that investing should be more than just 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.

This role is crucial in driving customer acquisition growth and expanding our personal investing customer base through targeted cross-sell coordination.

You will support the delivery of our cross-selling strategies, specifically for our personal investing products and services.

All designed to enhance our customers' awareness of our full range of products and services, and to grow the number of customers with multiple Fidelity products / services.

Collaborate with team members to ensure campaigns are executed smoothly, on time and align with strategic goals.

Provide administrative assistance to the Marketing Manager and Senior Manager, to assist in the coordination and execution of marketing campaigns.

Maintain and update tasks using our campaign workflow system called Workfront, ensuring accuracy and completeness of information.

SUPPORT THE DEVELOPMENT OF THE ANNUAL CROSS-SELL MARKETING PLAN AND ASSIST IN COORDINATING CAMPAGNS DURING ALWAYS ON AND CAMPAIGN PERIODS.

Support data analysis efforts by preparing reports and summaries to assist in identifying cross-sell opportunities.

Assist in enhancing onsite conversion rates by collaborating with the Site Engagement Team to improve the customer journey supporting integration efforts within personal investing channels.

Work with product marketing team to gather feedback and ensure personal investing offerings meet customer needs and expectations.

Help design and distribute promotional materials and incentive programmes to encourage personal investors to become multi-product holders.

Monitor feedback and results from campaigns to provide insights for future initiatives.

FACILITATE COMMUNICATION BETWEEN VARIOUS DEPARTMENTS TO ENSURE ALIGNMENT AND COLLABORATION ON CROSS-SELL STRATEGIES.

Engage with stakeholders to gather input and feedback on marketing strategies and initiatives.

Proven experience of deploying managing and analysing acquisition marketing campaigns with a good understanding of multi-channel targeting and customer online offline journeys.

Knowledge of automated email platforms such as Marketo would be an advantage.

Creativity in designing and distributing promotional marketing materials and incentive programmes with the ability to monitor feedback and adjust future initiatives accordingly.

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.

High level of accuracy in maintaining Workfront jobs and compliance approvals and ensuring data integrity for analysis and reporting.

Experience in organising and monitoring campaigns handling logistics and collaborating with team members to ensure smooth execution aligned with strategic goals.

Able to effectively understand stakeholder needs leverage open dialogue establish clear expectations and regularly update stakeholders on progress.

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.

PASSION FOR PERSONAL DEVELOPMENT TECHNICAL EXPERTISE AND CORE COMPETENCIES FOCUSED ON KEEPING UP TO DATE WITH THE LATEST PRODUCT INDUSTRY AND COMPETENCY TRENDS AND BEST PRACTICE.

Demonstrated ability to upskill others would be an advantage.

Industry experience working within Financial Services and understanding of UK FCA compliance requirements would be an advantage but not essential.