Customer Acquisition Marketing Manager
- Location
- Kingswood Fields Office
- Employment
- Full Time
- Work model
- On-Site
- Level
- Mid
- H-1B history
- 694 approvals (FY2023)
About this role
About the Opportunity Job Type: Permanent Application Deadline: 02 November 2026 Job Description Role: Customer Acquisition Marketing Manager Team: Customer Acquisition & Product Marketing Grade: 5 Location: Kingswood Fields, Surrey Reporting Line: Customer Acquisition Senior Marketing Manager We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Team and feel like you’re part of something bigger.
Role
Overview: You will lead our cross-selling strategies, focusing on acquisition growth by transitioning customers from workplace investing solutions to personal investing. This role is crucial in driving customer acquisition and expanding our personal investing customer base through targeted cross-sell initiatives.
Key Responsibilities
Cross-Sell Strategy Development: Develop and implement tailored cross-sell strategies for Invest@work aimed at converting workplace investing customers into personal investing clients, such as coaching, guidance and advice. Support the development of the annual cross-sell marketing plan and associated forecast. Covering always on and Campaign periods and including Incentive and campaign testing tactics. Analyse customer data and behaviour to identify opportunities for cross-selling Execution and Optimisation: Lead the execution of cross-sell campaigns, ensuring they align with overall business objectives and effectively meet customer needs. Deliver all the required collateral to support the effective execution and integration of Invest@work for corporates and their members. Continuously monitor and optimise strategies to maximise conversion rates and return on investment, utilising data-driven insights. Customer Journey Enhancement: Focus on improving the customer journey by integrating cross-sell opportunities seamlessly within the existing workplace investing framework. Collaborate with product teams to refine personal investing offerings and ensure they meet customer expectations. Incentive and Campaign Management: Working with Refer A Friend (RAF) manager, design and test incentive/creative strategy approach for campaigns that encourage workplace investors to explore personal investing options and action. Evaluate campaign performance, making necessary adjustments to improve conversion outcomes and customer engagement. Channel Integration: Deliver effective integration of cross-sell and RAF initiatives within owned channels across the customer lifecycle, enhancing customer awareness, journey and experience. Collaborate with the Site and Customer Teams to align strategies and optimise customer conversions. Performance Analysis: Conduct thorough analysis (upstream and downstream) of cross-sell campaign performance, providing insights and recommendations to senior leadership. Prepare and present regular reports on key metrics, highlighting conversion rates and areas for improvement. People Leadership: Enthusiastic team leader with the capability to guide, support, and nurture 1 direct report. Key Competencies and Experience Acquisition Marketing Expertise & Strategic Thinking: Demonstrated experience developing and executing data-led acquisition marketing strategies that align with business objectives, drive customer growth across multiple channels,