CRM Manager

About The Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £126.3 billion in customer investments (as of August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

About The Role

• Level: 3
• Department: Marketing
• Location: London or Home Worker
• Contract type: Permanent

Quilter Invest, an innovative digital wealth management platform under Quilter Plc, a FTSE 250 company, is redefining financial services for UK retail investors. By integrating AI-driven solutions, such as our Automated Portfolio Optimization and Rebalancing Engine, we provide accessible, personalized, and compliant investment experiences.

As we grow our user base and enhance our digital offerings, we seek a talented CRM Manager / CRM Analyst to drive customer engagement, retention, and growth through data-driven strategies, leveraging the credibility and resources of Quilter’s established wealth management ecosystem.


The CRM Manager will be responsible for implementing and executing Quilter Invest’s CRM strategy in close partnership with the Head of CRM. This is a hands-on, delivery-focused role requiring someone who thrives on ownership, precision, and data-led decision-making.

You’ll manage multiple projects and campaigns simultaneously, from planning through execution and analysis. You’ll be expected to work across CRM platforms (e.g., Iterable, Appsflyer), build personalised and compliant communications, and collaborate with crossfunctional teams including product, design, marketing, operations, and compliance.

Success in this role means being highly organised, detail-obsessed, and able to deliver high quality work under pressure. You’ll be central to strengthening Quilter Invest’s position as a leading fintech platform, fostering trust and long-term relationships with our diverse investor base.

Key Responsibilities

• Multi-Channel Campaign Management:

Own end-to-end execution of CRM campaigns across email, in-app messaging, and push notifications. Build and deploy highly targeted, behaviour-based journeys that drive user actions and deepen engagement.

• Data Analysis And Insights:

Leverage CRM platforms (Iterable, Appsflyer) and analytics tools to segment users, monitor performance, and uncover actionable insights. Develop testing matrices, track campaign impact, and iterate based on data.

• Personalisation And Automation:

Build and maintain dynamic, personalised user journeys using real-time data triggers. Implement automated workflows that scale lifecycle communications while maintaining relevance and precision.

• A/B Testing And Optimisation:

 Design and execute A/B and multivariate tests to refine messaging, timing, and targeting. Use results to continuously improve campaign effectiveness, including key moments like ISA season and onboarding drop-offs.

• Customer Journey Optimisation:

Collaborate with UX, product, and data teams to map and enhance customer journeys. Ensure event tracking is robust and journeys are frictionless, especially for first-time investors.

• Regulatory Compliance: Ensure all CRM activities meet UK regulatory standards (GDPR, FCA). Maintain rigorous data governance and ensure communications are transparent, fair, and secure.

• Cross-Functional

Collaboration: Work closely with product managers, engineers, designers, and compliance to integrate CRM into Quilter Invest’s tech stack and Quilter’s broader ecosystem. Enable real-time, data-driven decision-making across teams.

• • Performance Reporting and Stakeholder Communication:
• Build dashboards and reports to track KPIs such as retention, LTV, and campaign ROI.
• • Hands-On Execution and Project Ownership:

Be deeply involved in the day-to-day operations of CRM, from campaign creation and QA to troubleshooting data flows and refining segmentation logic. Take full ownership of projects and deliver with precision.

About You

Qualifications And Skills

• Solid experience in CRM management or analysis, preferably in fintech, financial services, or consumer-facing digital platforms.
• Proficiency in CRM platforms (e.g., Iterable, Salesforce, HubSpot, Microsoft Dynamics) and analytics tools (e.g., Appsflyer, Google Analytics).
• Familiarity with HTML, Handlebars, and APIs for campaign creation, personalisation, and real-time data utilisation.
• Strong analytical skills with the ability to interpret customer data, derive insights, and drive measurable improvements.
• Deep understanding of UK financial regulations (e.g., FCA, GDPR) and their implications for CRM.
• Proven success in managing multi-channel CRM campaigns with measurable impact.
• Excellent communication and collaboration skills to work with cross-functional teams and present insights clearly.
• Experience managing multiple campaigns and priorities using tools like Jira or Trello, with a track record of on-time delivery.
• Exceptional attention to detail — from campaign links to domain settings and data accuracy.
• Bachelor’s degree in marketing, business, data analytics, or a related field; certifications in CRM platforms or data analysis are a plus Desirable Attributes
• Strong Data Fluency: Able to work with complex datasets and campaign analytics to drive decisions and continuous improvement.
• Meticulous Attention to Detail: Precision in campaign setup, QA, and execution.
• Reliability and Accountability: Delivers high-quality work consistently and takes full ownership of tasks.
• Knowledge of UK Financial Products and ESG Trends: Familiarity with ISAs, SIPPs, and ESG investing to tailor messaging.
• User-Centric Mindset: Passionate about financial inclusion and designing empathetic, accessible CRM journeys.

#Li-Pm1

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

• Life Assurance: 4x your salary.
• Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
• Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.