Job description

  • Location:
  • Employee Type:
  • Department:
    IWI Marketing
  • Division:
  • Employment Type:
    Full time
  • Salary:

Senior Segment Manager - Charities (3930)

We're one of the UK's leading investment management companies, with responsibility for over £33.9 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 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Role: Senior Segment Manager - Charities

Location: Any UK Location

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 Charities segment defining the core ‘go-to market' plans that generate new business and engage our existing are Charites segment.

We're looking for a strategic thinker who understands the client-centric marketing approach required to deliver strong and sustained growth within our Charities segment.

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

Core tasks:

  • Develop and refine our core message platform ‘Helping you help others' the core messaging platform for Charity audience segments.
  • Own ESG messaging for Charities
  • Represent Marketing for all Charity change programs and initiatives/NPD activity
  • Deliver strategic Marketing plans against agreed budgets to drive new client acquisition and deliver increases in FUM
  • Accountable for devising engagement and  retention plans for existing Charities
  • Accountable for initiating campaigns – planning, executing and gaining team buy in to help prioritise the segment
  • Driving segmentation across client groups linked closely to insight, research and data
  • Deliver robust charity journeys which cover on-line and offline
  • 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
  • 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

About you!

Technical Competencies:

  • Significant and relevant strategic and delivery marketing experience in the financial services and Charities environment
  • Experience of driving Marketing change programs that enhance business KPIs
  • Understand Marketing activation across the UK
  • Charities journey mapping
  • Strong knowledge in research, client experience and data analytics to determine the strategic marketing approach
  • 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
  • Excellent experience in initiating, creating and driving segmented value propositions through to message development and implementation of campaigns
  • Must have prior knowledge of all marketing delivery channels

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! 

**We are open to conversations about flexible working so please ask** 

Could your career thrive in this setting? Could you see yourself making an impact? If this is the career opportunity you've been waiting for please apply today or contact us for more information. 

As an Out of the Ordinary bank, we have a family-oriented culture and we genuinely care about our people. We work really hard to create a fun, collaborative and learning environment - so expect lots of team activities, as well as plenty of support for training, mentoring and coaching. 



Meet the recruiter

Hannah Jones

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