Job Description
AJ Bell is looking for a Senior CRM Email Executive to join our Direct-to-Consumer Marketing team. This role plays a key part in driving customer growth and increasing customer value through the effective use of CRM communications.
What does the job involve:
The Senior CRM Executive is responsible for the execution of AJ Bell’s customer communications through our CRM platform (Bloomreach). It will involve taking a lead role in the creation and delivery of email marketing campaigns, to drive customer engagement and campaign performance, and to enhance the customer experience. The role will involve working with a range of stakeholders to collate, organise, and implement the communications roadmap.
Key responsibilities include:
- Act as the go-to person for email delivery within the CRM team, supporting campaign setup, execution and optimisation
- Engage with stakeholders to understand briefs, manage timelines and ensure all requirements are captured accurately
- Collaborate with cross-functional teams (Marketing, Brand, Product, Legal, Compliance, CX) to deliver engaging, compliant and on-brand email content
- Ensure all campaigns follow internal approval and audit processes, maintaining accurate documentation for regulatory assurance
- Leverage Bloomreach to build and schedule campaigns and support the creation of customer journeys
- Proof and QA campaigns prior to final approval, ensuring accuracy, functionality and visual quality before final sign-off
- Monitor and share performance metrics (open rates, CTR, opt-ins, unsubscribes) from dashboards, providing clear reporting and insight to stakeholders
- Identify opportunities to streamline and automate processes, improving efficiency and consistency across campaigns
- Assist in refining templates and layouts, maintaining visual consistency and accessibility in line with brand guidelines
- Support with regulatory requirements, including Consumer Duty, GDPR, and FCA guidance, ensuring communications deliver good customer outcomes
Competence, Knowledge and Skills:
- 2+ years’ experience in Marketing and/or CRM (ideally within a regulated or financial services environment)
- Excellent communication and stakeholder management skills, with the ability to translate briefs and collaborate effectively across teams
- High attention to detail and process rigour, ensuring all campaigns are accurate, compliant and on brand
- Strong project and campaign management skills, able to prioritise and manage multiple deadlines
- Solid understanding of email marketing principles and current trends to maximise engagement and deliverability
- Proficiency in CRM platforms and marketing automation (Bloomreach experience highly desirable, but not essential)
- Experience building, testing and deploying campaigns within a CRM platform
- Confident using reporting dashboards to monitor performance, identify trends and share learnings with stakeholders
- Collaborative mindset, comfortable liaising with technical teams, copywriters, designers and compliance
- Some HTML knowledge would be advantageous
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 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 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®.
At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.
What we offer:
- Starting salary of £40,000 - £45,000
- Starting holiday entitlement of 26 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 7%
- Discretionary bonus scheme
- Annual free share awards scheme
- Buy As You Earn (BAYE) Scheme
- Health Cash Plan – provided by Simply Health
- 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
- Monthly leadership breakfasts and lunches
- Casual dress code
- 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.
Qualifications
