Customer Acquisition Marketing Manager

Fidelity Investments Canada · Kingswood Fields Office

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About the Opportunity

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, optimise performance and cost per acquisition, and respond effectively to changing market conditions.
• Data Analysis & Performance Optimisation: Strong analytical capability with experience interpreting customer and campaign data, assessing performance, identifying opportunities, and translating insights into actions that improve customer acquisition outcomes and return on investment.
• Customer-Centric: Ability to leverage customer insights to enhance customer experiences, journeys, referral opportunities and acquisition outcomes, with a strong focus on delivering value and meeting customer needs.
• People Leadership, Development & Growth Mindset: Proven ability to lead, develop and inspire high-performing teams, influence stakeholders, foster continuous improvement, and maintain a strong commitment to personal, professional and team development.
• Collaboration, Communication & Delivery: Excellent communication, stakeholder management and project delivery skills, with the ability to collaborate effectively across teams, manage multiple priorities and deliver high-quality outcomes at pace.

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

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