Job description

  • Location:
    London - 30 Gresham Street
  • Employee Type:
    Fixed Term Contract
  • Department:
    IWI Marketing Team
  • Division:
    IWI Marketing
  • Employment Type:
    Full time
  • Salary:

Senior Segment Manager CORE (12 month FTC) (4446)

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

Location: London

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.

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

  • Significant and relevant strategic and delivery marketing experience in the financial services and consumer Wealth Management environment
  • Experience of driving Marketing change programs which 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
  • 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
  • Must have prior knowledge of all marketing delivery channels
  • Prior knowledge of driving digital marketing strategy and cost effective marketing to niche/small target audiences
  • Understanding of content across all channels
  • Highly computer literate with exceptional PowerPoint and excel skills

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

Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Hannah Jones

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance