We're looking for a CRM professional with a strong focus on process, accuracy, and data-driven delivery.

As CRM & Data Marketing Manager, you'll be responsible for the end-to-end delivery of customer marketing campaigns within our Direct to Consumer team. The role focuses on the operational execution of data-led communications, ensuring accuracy, compliance, and efficiency across all touchpoints.

You'll oversee the customer communications calendar and work closely with internal stakeholders to deliver both planned and business-as-usual campaigns. Using our customer data platform (Bloomreach), you'll build and manage audience segments, automation workflows and reporting processes that support our wider marketing objectives.

A key part of the role is refining campaign processes, identifying potential risks or gaps, and making improvements that ensure a consistent and error-free execution. You'll also manage a small team, supporting their development and maintaining high standards in delivery.

The emphasis is on operational delivery, planning, executing, and optimising campaigns using data and automation tools, with a focus on compliance and continuous improvement.

What you'll be doing:

• Design, build, and manage multi-channel CRM campaigns, ensuring timely, accurate and compliant delivery
• Maintain the customer communications calendar across marketing and BAU activity
• Use customer data to build audience segments and automation workflows in Bloomreach
• Act as the internal expert on Bloomreach, supporting best practice usage across channels including email, SMS, push, and in-app
• Refine and document CRM processes to reduce errors and improve efficiency
• Work with internal stakeholders to understand campaign requirements and prioritise accordingly
• Identify and resolve issues with data, processes or campaign workflows
• Monitor campaign performance and provide insights to inform future improvements
• Ensure compliance with relevant regulations such as GDPR and Consumer Duty
• Manage and support two team members (Senior CRM Executive and Senior CRM Data Executive)

What We're Looking For:

• 5+ years of hands-on CRM or lifecycle marketing experience, ideally within a regulated industry
• Strong knowledge of CRM platforms (e.g. Bloomreach, Salesforce Marketing Cloud, Adobe Campaign)
• Experience managing end-to-end CRM campaign delivery and QA processes
• Comfortable working with data - segmentation, analysis, hygiene, and reporting
• Strong attention to detail and a process-focused mindset
• Confident managing multiple projects and stakeholders simultaneously
• Team management experience
• Good understanding of data privacy and compliance requirements (e.g. GDPR)
• Excellent communication and collaboration skills
• SQL skills are a bonus

Who you'll work with:

You'll be part of the D2C Marketing team, working closely with colleagues in Data, Product, Content, Operations, Customer Services, and Events. You'll also manage relationships with external platform vendors.

About Us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 620,000 customers using our award-winning platform propositions to manage assets totalling more than £96.1 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2024 named a Great Place to Work®.

In return for your hard work you will be entitled to:

• Starting salary up to £65,000
• Starting holiday entitlement of 27 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
• A choice of pension schemes with matched contributions up to 8%
• Discretionary bonus scheme
• Annual free share awards scheme
• Buy As You Earn (BAYE) Scheme
• Health Cash Plan - provided by SimplyHealth
• Discounted private healthcare scheme and dental plan
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• Charitable giving opportunities through salary sacrifice
• Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
• Personal development programmes built around you and your career goals, including access to personal skills workshops
• Ongoing technical training
• Professional qualification support
• Talent development programmes
• Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
• Monthly leadership breakfasts and lunches
• Access to a range of benefits from our sponsorship deals

Hybrid working

At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.

If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.