Customer Acquisition Assistant Marketing Manager

About your role

You will support in the delivery of our cross-selling strategies, specifically for our personal investing products and services. This role is crucial in driving customer acquisition growth and expanding our personal investing customer base through targeted cross-sell initiatives.

Key responsibilities

Campaign Coordination:

• Help create, deploy and monitor a range of cross-sell campaigns, assisting with planning, co-ordination and tracking performance metrics. 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, ensuring timely delivery of materials and communications.
• Support the development of the annual cross-sell marketing plan. Covering always on and campaign periods and supporting the inclusion of any Incentive and campaign testing tactics.

Data Management and Analysis:

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

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

Customer Journey Support:

• Assist in enhancing on site 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 expectations.

Incentive and Promotion Support:

• 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.

• Support the delivery of all the required collateral to support the effective execution of the cross-sell plan.

Communication and Stakeholder Engagement:

• Facilitate communication between various departments to ensure alignment and collaboration on cross-sell strategies.

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

Key competencies and experience:

• Acquisition Marketing Expertise: 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. As would cross-sell acquisition experience via owned (customer marketing) channels.

• Promotional Design Skills: Creativity in designing and distributing promotional marketing materials and incentive programmes, 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. Overseeing campaign timelines, budgets, and deliverables with a focus on quality and efficiency. Curious thinker adopting a proactive approach to problem-solving and innovation.

• 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. To facilitate interactions across departments, ensuring alignment on cross-sell strategies, and effectively engaging with stakeholders for input and feedback. Excellent proof reading, editing skills, and attention to detail are critical requirements.

• Stakeholder Engagement: Capability to work collaboratively with various stakeholders, gathering insights and fostering relationships that support marketing initiatives. Able to effectively understand stakeholder needs, leverage open dialogue, establish clear expectations and regularly update stakeholders on progress.

• 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.

• Focus on Personal Development and Leadership Competency: 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 practise. Demonstrated ability to upskill 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.