We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Role: Senior Segment Manager CORE

Team Description

The Marketing department is in the process of evolving and developing in order to drive business growth and revenue over the coming years. The aim is to create a best in class marketing function which enables Investec to be a clear market leader in financial services and build and drive a marketing strategy which separates us from our key competitors.

What you'll be doing?

Work in partnership with our Core Consumer Advice and Investment teams to segment, define and deliver the strategic marketing opportunities within this key profit generating segment of IWI. Strategically focus on Gen X and their wealth needs to lay the foundations of a strong future business.

The role requires a strategic thinker who understands the client centric marketing approach required to deliver a differentiated marketing approach for the range of wealth segments within our core business proposition.  Wealth Advisory, Investment Management & MPS marketing experience will be key.

The role requires careful research, planning and analysis whilst leveraging a matrix marketing structure to fully leverage both our Regional Marketing team, our Communications team, data analytics and the central Marketing enablement team. 

Skills and experience:

• Develop and refine our core message platform ‘Know where life can take you' for our consumer segments.
• Own ESG messaging for Core clients
• Represent Marketing for all Core segment business change programs and initiatives/NPD activity
• Own client experience within Core segment
• Deliver strategic Marketing plans against agreed budgets to drive new client acquisition and deliver increases in FUM
• Accountable for devising segmented engagement and  retention plans for existing Charities
• Driving segmentation across client groups linked closely to insight, research and data
• Deliver robust Core segment journeys which cover on-line and offline channels
• Deliver rich insight through research ensuring current and future predictive analytics shape the marketing and business strategy
• Work closely to identify the full scale marketing delivery channels that best activate the strategic plans – including internal, media and marketing delivery channels
• Build excellent stakeholder relationships with the business – understanding the market, clients, prospects and influencers that require careful targeting
• Drive a predictive approach monitoring and engaging/shaping marketing approach around core metrics with the client, employee and market voice
• Responsible for the budget management and market planning of the charities segment with clearly linked commercial KPIs

Core skills and knowledge

Do you have significant and relevant strategic and delivery marketing experience in the financial services and consumer Wealth Management environment?

Do you have experience of driving Marketing change programs which enhance business KPIs?

Do you deep understanding of Marketing activation across the UK? 

Charities journey mapping

Strong knowledge in research, client experience and data analytics to determine the strategic marketing approach

Strong experience in using insights and turning these into actionable marketing programs

Excellent experience of working with Sales and Business Development

Experience of working in a marketing strategy team and driving go to market execution via a matrix structure

Commercially minded – used to working and delivering to KPis

Strong, well evidence background in strategy, planning and analysis marketing

Excellent experience in initiating, creating and driving segmented value propositions through to message development and implementation of campaigns

Other attributes that would be helpful, but not essential for the role

Experience working with multiple product / divisions that requires an umbrella co-ordinated approach