Senior Manager, Investment Groups
Posted:
Job Title: Segment Manager – Investment Groups
About the Role
We are seeking a results-driven Segment Manager to lead the growth and profitability of our investment groups portfolio. In this role, you will develop and execute strategic initiatives to acquire new investment groups, increase balances, and drive segment revenue. You will collaborate with cross-functional teams to enhance propositions, deepen customer relationships, and ensure compliance with regulatory standards. If you have a strong commercial mindset and a passion for delivering measurable outcomes, this role offers an exciting opportunity to make a significant impact.
Key Responsibilities
- Deliver portfolio growth targets by executing strategies that increase investment group acquisition, balances, and overall segment revenue.
- Drive profitability and revenue performance through effective cross-sell, retention, and yield optimization initiatives.
- Identify growth opportunities by analysing market trends, customer behaviour, and competitor activity to inform strategy.
- Design and enhance segment propositions tailored to the needs of investment groups with measurable outcomes such as product uptake, penetration rates, and customer adoption.
- Strengthen customer relationships and engagement with investment groups, measured through retention rates, wallet share, and satisfaction scores.
- Expand segment visibility and reach through targeted outreach initiatives, partnerships, and community engagement, measured by acquisition and brand presence.
- Drive execution of segment initiatives in collaboration with internal teams (product, marketing, digital, and operations), ensuring timely delivery against agreed KPIs and campaign targets.
- Enable frontline teams through training and support, improving sales productivity, conversion rates, and customer engagement.
- Strengthen governance, risk management, and compliance by identifying key risks, reviewing audit outcomes, enforcing controls, and ensuring adherence to regulatory and internal standards.
Requirements
Education
- Bachelor’s Degree in Business or any relevant field.
Professional Qualifications
- Project management or business-related certifications.
- Master’s Degree in Business or any relevant field (preferred).
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