CRM Manager (IFA Partnerships)

Growth

: Experience in driving growth through lead generation.

ESP Experience

:  Deep understanding of using and maximising value from ESPs (Email Service Providers), with a preference for Salesforce Marketing Cloud.

Communication:

Ability to contribute to creation of an affective communications strategy, covering all parts of the client lifecycle from awareness to advocacy.

This role will report into our Head of Digital & CRM and play a crucial part in supporting our partnership journeys at Flagstone through CRM marketing activities driving acquisition, retention and loyalty. Working as part of a newly formed IFA (Independent Financial Adviser) Partnerships squad, your key responsibilities will be as follows:

Strategy:

Setting the communication strategy for Financial Advisers and Wealth Management partners, alongside the Squad leadership and oversees creation and optimisation of holistic customer journeys.

Data:

Using data/insight develop, deliver, and execute targeted partner experiences supporting the commercial goals of Flagstone.

Email, SMS & Direct Mail: