Customer Marketing Manager

Job Description

We're looking for a Customer Marketing Manager to support the AJ Bell Direct to Consumer (D2C) marketing team in driving customer growth, engagement, and long\-term customer value.

The Customer Marketing Manager will play a key role in managing the in\-life stage of the customer lifecycle, with responsibility for developing and optimising campaigns and customer journeys that drive funding, investing, and cross\-sell behaviours. This role will also lead the planning and delivery of key commercial moments, including tax year end activity (on a rotating basis with another marketing manager), while supporting broader customer engagement initiatives across the lifecycle.

Working closely with the wider Customer Marketing team, the successful candidate will ensure customers receive a cohesive, insight\-led experience across all communications and touchpoints.

Key responsibilities are:

• Own the strategy, planning, execution, and optimisation of customer marketing campaigns and journeys across the in\-life stage of the customer lifecycle, with a focus on driving funding, investing, and cross\-sell behaviours.


• Lead the delivery of key commercial campaigns and lifecycle moments, including tax year end activity (on a rotating basis with another marketing manager), ensuring campaigns are customer\-centric, commercially effective, and aligned to wider business objectives.


• Develop and optimise trigger\-based and behavioural communications to increase customer engagement and value.


• Collaborate closely with the wider Customer Marketing team – particularly the parallel In\-Life Customer Marketing Manager – to ensure clear ownership, alignment of priorities, and a seamless customer experience across lifecycle communications.


• Lead and coordinate multiple projects simultaneously, utilising strong project management skills to ensure campaigns are delivered on time and achieve key performance metrics.


• Embed an ‘always\-on’ test\-and\-learn approach, using customer insight and performance data to continuously optimise customer and commercial outcomes.


• Analyse and report on campaign and lifecycle performance, identifying opportunities for improvement, innovation, and growth.


• Collaborate cross\-functionally with teams including Customer Marketing Ops, Brand, Product, Legal, Compliance, Content and Data to deliver best\-in\-class customer communications.


• Lead, inspire, and develop a Marketing Executive, fostering growth and high performance within the team.


• Ensure all communications comply with regulatory requirements and internal governance processes.

• 5\+ years’ experience in customer or lifecycle marketing, with demonstrated success delivering impactful omnichannel campaigns.


• Experience developing customer journeys and trigger\-based communications that drive engagement and commercial outcomes.


• Strong commercial mindset, with the ability to balance customer needs and business objectives.


• Strategic thinker who can see the bigger picture while maintaining strong attention to detail in execution.


• Excellent project management and organisational skills, with the ability to manage multiple priorities and stakeholders.


• Data\-driven mindset with a strong focus on testing, learning, and continuous optimisation.


• Strong analytical skills, with the ability to interpret performance data and translate insights into action.


• Excellent verbal and written communication skills, with the ability to influence stakeholders across different teams and seniority levels.


• Collaborative team player who builds strong cross\-functional relationships and works effectively in partnership with others.


• Customer\-focused, with a passion for delivering relevant, engaging, and insight\-led communications.


• Support and enable the business to deliver good outcomes for retail customers by helping achieve any regulatory requirements, including consumer duty.


• Experience within financial services or other regulated industries is desirable

• AJ Bell is one of the UK’s fastest\-growing investment platform businesses, providing award\-winning solutions for everyone, from professional financial advisers to first\-time investors.


• Today, over 723,000 customers trust us to manage more than £108\.7 billion of assets. By continually striving to make investing simpler and more accessible, we’re helping more people take control of their financial futures.


• We’re proud to be recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026 a reflection of our supportive and collaborative culture.

• Starting salary between £50,000 \- £65,000 per annum (dependent on experience)


• 27 days holiday, increasing with service \+ buy/sell scheme \+ bank holidays


• 8% Pension with matched contributions


• Discretionary bonus scheme


• Share schemes (including free shares and BAYE)


• Health Cash Plan and discounted private healthcare


• Enhanced family leave (subject to qualifying criteria)


• Travel and bike loan schemes


• Employee Assistance Programme

• Regular social events including summer and Christmas parties


• Learning and development opportunities tailored to you


• Casual dress code


• Friendly, supportive team environment

• We offer hybrid working, with a minimum of 50% of your working time per month spent in the office.


• For new starters, there’s an initial period of full\-time office working to help you settle in and build relationships.

• We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work.


• We welcome applications from all backgrounds and make hiring decisions based on skills, experience, and potential.

This listing is from indeed. View original listing ↗