London, England, United Kingdom · Hybrid
Senior CRM Manager – Investments & Wealth ABOUT US Every day, we push beyond expectations to help millions of people save money, at a time when it’s never mattered more. Through MoneySuperMarket, MoneySavingExpert, Quidc…
Skills: CRM Strategy, Customer Lifecycle Management, Wealth Management, Financial Services, Data-driven Decision Making
London, England, United Kingdom · Hybrid
FINANCE BUSINESS PARTNER – 12-Month Fixed Term Contract ABOUT US Every day, we push beyond expectations to help millions of people save money, at a time when it’s never mattered more. Through MoneySuperMarket, MoneySavin…
Skills: Financial planning, Forecasting, Commercial finance, Business partnering, Data analysis
London, England, United Kingdom · Hybrid
Location: London (Dean Street, Soho) | Hybrid: 2 days in the office per week Please note this role is a Fixed Term Contract for a period of 14 months. Every day, we go beyond expectations to help millions of people save …
Skills: Learning And Development, Stakeholder Management, AI Capability Building, Project Management, Data Analysis
London, England, United Kingdom · Hybrid
DATA ANALYST ABOUT US Every day, we push beyond expectations to help millions of people save money, at a time when it’s never mattered more. Through MoneySuperMarket, MoneySavingExpert, Quidco and our B2B partnerships we…
Skills: Data Analytics, Tableau, PowerBI, Google Analytics, SQL
Manchester, England, United Kingdom · Hybrid
Location: Manchester (City Centre, Spinningfields) | Hybrid: 2 days in the office per week Level: Senior Why Join Us? At MONY Group, we help millions of people save money when it matters most. Through MoneySuperMarket, M…
Skills: Kotlin, Jetpack Compose, Android Development, MVVM, Clean Architecture
Manchester, England, United Kingdom · Hybrid
Location: Manchester (Spinningfields) | Hybrid: 2 days in the office per week Level: Senior Tech: AWS, Java, Typescript, Vue.js (Backend leaning) Why Join Us? We’re MONY Group, one of the UK's largest consumer technology…
Skills: AWS, Java, Typescript, Vue.js, Javascript
London, England, United Kingdom • Hybrid
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The Senior CRM Manager will define and own the CRM strategy for the new investments proposition, managing the end-to-end customer lifecycle from acquisition to retention. They will partner with cross-functional teams to drive AUM growth and ensure all communications comply with FCA and Consumer Duty regulations.
The role requires significant CRM experience within the financial services or wealth management sector, specifically with FCA-regulated environments. Candidates must possess strong analytical skills, experience with lifecycle marketing automation, and the ability to manage complex stakeholder relationships.
Every day, we push beyond expectations to help millions of people save money, at a time when it’s never mattered more. Through MoneySuperMarket, MoneySavingExpert, Quidco and our B2B partnerships we supply products to more than 24 million unique monthly visitors, helping UK households to save billions of pounds a year. Can you tell this is something we’re exceptionally proud of!
Creative, collaborative, ambitious – it’s hard work. But what makes it worth it? Leaving work knowing we’ve made a difference to our customers, users, and to each other.
Put our distinct brands together with our dedicated colleagues and you’ve got a workplace with lots of personality. We’re open-minded, diverse, and love our differences. Everyone plays a part, and comes together to work hard, go beyond, and make sure everyone feels they belong.
MoneySuperMarket is building a new investment proposition designed to make investing more accessible, transparent and rewarding for UK consumers.
We're looking for a Senior CRM Manager with deep experience in savings, investments or wealth management to lead the CRM strategy for this exciting new business area.
This is a unique opportunity to shape and scale a customer lifecycle programme from the ground up, owning the end-to-end investor journey from acquisition and onboarding through to activation, retention and long-term customer value growth.
The successful candidate will combine strong CRM expertise with a deep understanding of investor behaviour, regulated financial services communications and customer lifecycle management.
Define and own the CRM strategy for the Investments proposition.
Develop customer lifecycle frameworks covering acquisition, onboarding, activation, engagement, retention and reactivation.
Create and maintain a CRM roadmap aligned to commercial objectives and customer needs.
Identify opportunities to improve customer experience and maximise lifetime value.
Design and optimise onboarding journeys that convert prospects into funded investors.
Develop programmes to improve account completion, funding and first investment rates.
Build personalised customer journeys using behavioural and transactional data.
Drive continuous optimisation through testing and experimentation.
Develop CRM strategies focused on growing customer assets under management (AUM).
Create campaigns to encourage regular investing, portfolio funding and ISA contributions.
Support transfer-in activity and asset consolidation initiatives.
Identify opportunities to increase customer engagement and investment activity.
Develop customer engagement programmes that improve retention and long-term value.
Build re-engagement and churn prevention strategies.
Create educational and insight-led communications that support customer confidence and investing behaviours.
Monitor customer performance and lifecycle metrics to identify growth opportunities.
Use customer, behavioural and commercial data to inform CRM strategy.
Establish measurement frameworks and reporting for key lifecycle KPIs.
Analyse campaign performance and customer behaviour to drive continuous improvement.
Partner with analytics teams to develop audience segmentation and targeting strategies.
Ensure CRM communications meet FCA and Consumer Duty requirements.
Work closely with Compliance and Legal teams to maintain robust governance processes.
Support the development of compliant customer communications within a regulated environment.
Champion customer outcomes and fair value principles throughout the customer lifecycle.
Partner closely with Product, Commercial, Marketing, Compliance and Analytics teams.
Act as the CRM subject matter expert for the Investments proposition.
Influence senior stakeholders through data, insight and customer understanding.
Support strategic planning and business growth initiatives.
Significant CRM experience within financial services.
Proven experience in savings, investments, wealth management or retail banking.
Strong understanding of customer lifecycle marketing and retention strategies.
Experience building automated CRM journeys and lifecycle programmes.
Strong commercial mindset with experience driving customer growth and engagement.
Experience operating within FCA-regulated environments.
Excellent stakeholder management and communication skills.
Strong analytical and data-driven decision-making capabilities.
Experience within an investment platform, wealth management provider or digital investment business.
Experience driving AUM growth initiatives.
Knowledge of investment products including ISAs, GIAs, pensions and managed portfolios.
Experience working with Braze, Salesforce Marketing Cloud, Adobe Campaign or similar CRM platforms.
Up to 27 holidays + bank holidays
Pension up to 6% employer contribution
Bonus scheme
Digital Doctor on demand
Work from anywhere scheme – 2 weeks per year
Financial coaching
Mental health platform access
We’re invested in your development. Expect mentorship, training, and opportunities to expand your skill set, including access to your own individual LinkedIn Learning license with access to over 16,000 courses.
At MONY Group, we believe in the strength of diversity and see inclusion as a strategic advantage. Our values guide us in creating a workplace where fairness and equity is a reality for all. We’re committed to minimising systemic bias and creating a level playing field for all candidates.
Contact us for reasonable accommodations in the application process, no need to disclose your disability or condition, just specify your needs. Unsure what to ask for? We can guide you through available accommodations.
We understand that job adverts only say so much and you’re likely to have a lot of questions. If you’d like to know more before applying such as more on hybrid working, salary, our parental leave policy etc, please just let us know, and we’ll be happy to help. You can contact the recruiter for this role, Kim at kim.richards@monygroup.com
We believe that success isn’t solely defined by ticking boxes on a skills checklist. We encourage your application, so we can discover your skills and experience that will help you succeed in this role.
MONY Group is the new name for Moneysupermaket Group, search 'MONY Group plc' to find our new page. The UK’s leading listed tech-based savings platform, supporting multiple brands & third-party businesses.
Offices: One Dean Street, Soho, London, London W1D 3RB, GB · St David's Park, Ewloe, Wales CH5 3UZ, GB · No.1 Spinningfields, 1 Hardman Square, Manchester, England M3 3EB, GB
MONY Group is the new name for Moneysupermaket Group, search 'MONY Group plc' to find our new page. The UK’s leading listed tech-based savings platform, supporting multiple brands & third-party businesses.
Offices: One Dean Street, Soho, London, London W1D 3RB, GB · St David's Park, Ewloe, Wales CH5 3UZ, GB · No.1 Spinningfields, 1 Hardman Square, Manchester, England M3 3EB, GB
