Job Description

We're looking for a Customer Marketing Manager to support the AJ Bell Direct to Consumer (D2C) marketing team in driving customer growth, engagement, and long-term customer value.

The Customer Marketing Manager will play a key role in managing the in-life stage of the customer lifecycle, with responsibility for developing and optimising campaigns and customer journeys that drive funding, investing, and cross-sell behaviours. This role will also lead the planning and delivery of key commercial moments, including tax year end activity (on a rotating basis with another marketing manager), while supporting broader customer engagement initiatives across the lifecycle.

Working closely with the wider Customer Marketing team, the successful candidate will ensure customers receive a cohesive, insight-led experience across all communications and touchpoints.

Key responsibilities are:

• Own the strategy, planning, execution, and optimisation of customer marketing campaigns and journeys across the in-life stage of the customer lifecycle, with a focus on driving funding, investing, and cross-sell behaviours.
• Lead the delivery of key commercial campaigns and lifecycle moments, including tax year end activity (on a rotating basis with another marketing manager), ensuring campaigns are customer-centric, commercially effective, and aligned to wider business objectives.
• Develop and optimise trigger-based and behavioural communications to increase customer engagement and value.
• Collaborate closely with the wider Customer Marketing team – particularly the parallel In-Life Customer Marketing Manager – to ensure clear ownership, alignment of priorities, and a seamless customer experience across lifecycle communications.
• Lead and coordinate multiple projects simultaneously, utilising strong project management skills to ensure campaigns are delivered on time and achieve key performance metrics.
• Embed an ‘always-on’ test-and-learn approach, using customer insight and performance data to continuously optimise customer and commercial outcomes.
• Analyse and report on campaign and lifecycle performance, identifying opportunities for improvement, innovation, and growth.
• Collaborate cross-functionally with teams including Customer Marketing Ops, Brand, Product, Legal, Compliance, Content and Data to deliver best-in-class customer communications.
• Lead, inspire, and develop a Marketing Executive, fostering growth and high performance within the team.
• Ensure all communications comply with regulatory requirements and internal governance processes.

Competence, Knowledge and Skills

• 5+ years’ experience in customer or lifecycle marketing, with demonstrated success delivering impactful omnichannel campaigns.
• Experience developing customer journeys and trigger-based communications that drive engagement and commercial outcomes.
• Strong commercial mindset, with the ability to balance customer needs and business objectives.
• Strategic thinker who can see the bigger picture while maintaining strong attention to detail in execution.
• Excellent project management and organisational skills, with the ability to manage multiple priorities and stakeholders.
• Data-driven mindset with a strong focus on testing, learning, and continuous optimisation.
• Strong analytical skills, with the ability to interpret performance data and translate insights into action.
• Excellent verbal and written communication skills, with the ability to influence stakeholders across different teams and seniority levels.
• Collaborative team player who builds strong cross-functional relationships and works effectively in partnership with others.
• Customer-focused, with a passion for delivering relevant, engaging, and insight-led communications.
• Support and enable the business to deliver good outcomes for retail customers by helping achieve any regulatory requirements, including consumer duty.
• Experience within financial services or other regulated industries is desirable

About AJ Bell

• AJ Bell is one of the UK’s fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors.
• Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we’re helping more people take control of their financial futures.
• We’re proud to be recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026 a reflection of our supportive and collaborative culture.

What we offer

• Starting salary between £50,000 - £65,000 per annum (dependent on experience)
• 27 days holiday, increasing with service + buy/sell scheme + bank holidays
• 8% Pension with matched contributions
• Discretionary bonus scheme
• Share schemes (including free shares and BAYE)
• Health Cash Plan and discounted private healthcare
• Enhanced family leave (subject to qualifying criteria)
• Travel and bike loan schemes
• Employee Assistance Programme

Life at AJ Bell

• Regular social events including summer and Christmas parties
• Learning and development opportunities tailored to you
• Casual dress code
• Friendly, supportive team environment

Our ways of working

• We offer hybrid working, with a minimum of 50% of your working time per month spent in the office.
• For new starters, there’s an initial period of full-time office working to help you settle in and build relationships.

Inclusion & diversity

• We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work.
• We welcome applications from all backgrounds and make hiring decisions based on skills, experience, and potential.