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 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 CORE
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.
Description of role and key responsibilities
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
Other attributes that would be helpful, but not essential for the role