Job Description

We're looking for a commercially minded Customer Marketing Manager to help us grow customer engagement, drive investment activity and deliver long-term value across our Direct-to-Consumer (D2C) business.

This is an exciting opportunity for an experienced customer marketer who thrives on understanding customer behaviour, creating impactful marketing campaigns and delivering measurable business results. You'll play a key role in shaping how we engage with our customers, encouraging them to make the most of their relationship with AJ Bell through relevant, timely and effective communications.

Working closely with colleagues across Marketing, Product, Data, Compliance and Customer Services, you'll lead customer marketing initiatives that support customer growth, retention and engagement, while helping to deliver an exceptional customer experience.

What you'll do:

• Develop and deliver customer marketing campaigns that drive customer engagement, funding, investing activity and long-term customer value.
• Own key customer marketing initiatives and commercial campaigns, ensuring they are customer-focused, commercially effective and aligned with wider business objectives.
• Use customer insight, data and performance analysis to identify opportunities to improve engagement, customer outcomes and campaign effectiveness.
• Lead the planning and delivery of key commercial moments throughout the year, including tax year end activity.
• Work collaboratively with teams across the business to deliver joined-up customer experiences and ensure marketing activity supports wider strategic priorities.
• Take ownership of campaign performance, using insight and testing to continuously improve results.
• Manage multiple projects and priorities simultaneously, ensuring activity is delivered to a high standard and within agreed timescales.
• Build strong relationships with stakeholders across Marketing, Product, Data, Compliance and Legal to deliver effective customer communications.
• Support the development of a Marketing Executive, providing coaching, guidance and day-to-day support.
• Ensure all activity meets regulatory requirements and supports good customer outcomes.

What we're looking for:

We're looking for an enthusiastic and commercially focused customer marketer with experience delivering successful customer marketing campaigns within a D2C environment.

You'll be someone who enjoys taking ownership, works well both independently and as part of a team, and is motivated by delivering tangible business results.

You'll have:

• Proven experience in customer marketing within a direct-to-consumer business.
• A strong track record of delivering campaigns that drive customer engagement, retention, growth and commercial performance.
• Excellent understanding of customer behaviour and how to create relevant and effective customer communications.
• Strong commercial awareness and a results-focused mindset.
• The ability to use customer insight and performance data to inform decision-making and improve outcomes.
• Excellent stakeholder management and communication skills, with the ability to build relationships across a range of teams and seniority levels.
• Strong organisational and project management skills, with the ability to manage multiple priorities effectively.
• A proactive, collaborative and positive approach, with a willingness to take ownership and make things happen.

Nice to have:

• Experience within financial services or another regulated industry.
• Previous people management or coaching experience.

About AJ Bell 

At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life.

We're one of the UK's fastest-growing investment platform businesses, trusted by 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 

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 50% of your working time 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.

Inclusion & diversity 

We’re committed to creating an inclusive environment where everyone feels respected, supported and able to be themselves at work.

We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.

Agency information

This vacancy is being managed exclusively by our in-house Recruitment team. We are not partnering with recruitment agencies on this opportunity and will only accept applications submitted directly by candidates.