Early Engagement Assistant Marketing Manager

Key responsibilities

Engagement Strategy Execution and Optimisation:

• Support on the delivery of engagement initiatives, ensuring alignment with overall business goals and customer needs.
• Support on the execution of all activity in relation to engagement campaigns, landing pages, templates, guides, client toolkits and banners.
• Support on the optimisation of journeys and content across all engagement initiatives and touchpoints.
• Continuously monitor and execute changes to maximise effectiveness and ROI, using data-driven insights

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Grow Marketing Reach:

• Work with the Engagement Manager and Senior Manager to implement initiatives to ensure we can continue targeting customers in paid media via 1st/ 3rdparty data. Critical for strengthening foundations to support a CDP integration in the future.
• Ensure our communications clearly articulate the value of marketing across the permissions journey, as part of the process improvements.
• Continue to onboard new WI schemes in a timely and efficient manner.

Drive Early Engagement (first 12 months):

• Welcome new customers to Fidelity, recognising where they've come from and other products they have with us
• Support on the delivery of activities to drive digital engagement and 'good customer behaviours' in the first 12 months, addressing regular inbound queries from customers contributing to call volume reduction efforts.
• Deliver communications to drive money on and invested through transfers in and consolidation, regular savings plans and increasing monthly contributions, brokerage in the first 12 months

Competitor Analysis and Benchmarking:

• Conduct regular competitor research to gain market insights, inspiration to help maintain a competitive advantage. Integrate findings into customer journey plan.

Performance Analysis:

• Monitor and report on campaign performance, making data-driven recommendations for improvement.

Key competencies and experience

• Customer-centric marketing campaign execution (segmentation, targeting, design UX):

  Proficiency in executing marketing communications across various channels, to drive retention at key points in the customer lifecycle and to illustrate the value of being a Fidelity customer to and through retirement

• Performance Insight and Reporting:

  Proficiency in using analytics and in developing reporting. Able to identify trends, performance gaps and opportunities.

• Communication Skills:

  Excellent written and verbal communication skills, able to clearly and effectively convey information, ideas, and thoughts to other stakeholders via reports and presentations. Experience in copywriting, proof-reading, and editing skills, along with the ability to distil information into key messages and prioritise in a fast-paced environment is essential.

• Collaboration:

  Experience in establishing effective working relationships built on trust. Able to effectively understand stakeholder needs, leverage open dialogue, establish clear expectations and regularly update stakeholders on progress (internal and external).

• Project / Campaign Management:

  Strong organisational skills with attention to detail. Ability to work in a fast-paced environment and manage multiple projects simultaneously. Curious thinker adopting a proactive approach to problem-solving and innovation

• Team player:

  Enthusiastic, motivated and positive, with the drive to make an impact.

• Focus on Personal Development:

  Passion for personal development (technical expertise and core competencies), focused on keeping up to date with the latest technical, industry and competency trends and best practise. Proven experience of upskilling others would be an advantage.

• Industry Experience:

  Experience working within Financial Services and understanding of UK FCA compliance requirements would be an advantage but not essential. Skilled at explaining complicated products in a simple and engaging way would be highly desirable.