Interim Senior CRM Manager

Job Description

We’re looking for an experienced Senior CRM Manager with hands on Bloomreach expertise to join AJ Bell on a 6-month fixed term contract.

You’ll play a key role in enhancing, strengthening, and future proofing our CRM operations as the team continues to grow and evolve. This is a hands on, delivery focused role for someone who thrives on improving processes, ensuring quality, and upskilling others in Bloomreach best practice.

You’ll take ownership of CRM activity across BAU and campaign work, ensuring accuracy, compliance, and timeliness, while embedding best practice processes and coaching a growing team to confidently manage Bloomreach.

What You’ll Do:

• Oversee the daily operations of the CRM team, managing workloads, priorities, and delivery timelines across BAU and campaign activity.
• Act as the final QA checkpoint for all CRM communications, ensuring the right message reaches the right customer, at the right time.
• Review and re-document CRM processes (including approvals and governance), creating clear, user friendly documentation.
• Work with internal stakeholders to embed new ways of working and drive accountability across teams.
• Ensure adherence to Consumer Duty requirements, including process compliance and testing.
• Progress several paused or complex CRM projects, such as IP warm-up, triggered/automated journeys, onboarding and lifecycle communications, and exploring new channels like push notifications.
• Collaborate closely with the Data Team on data and scenario dictionaries and ongoing Bloomreach development work.
• Manage the relationship with Bloomreach to ensure full utilisation and optimisation of platform capabilities.
• Support and upskill newer team members, building confidence and capability in Bloomreach and CRM best practice.

About You:

• You’re an experienced Bloomreach user or subject matter expert who can hit the ground running and train others.
• You have previous experience in financial services or another regulated environment.
• You’re process driven, methodical, and take pride in getting the details right.
• You’re a confident people manager who enjoys developing individuals and creating structure within teams.
• You have strong communication skills and can engage with cross-functional stakeholders to drive alignment and improvement.

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:

• Competitive starting salary
• Starting holiday entitlement of 27, 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 8%
• 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
• Free gym
• 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 3-4 days per week in the office. For new team members, the first 3 months will be spent 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

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.