Save Job Back to Search Job Description Summary Similar JobsWorking for a high growth financial advisory networkA new role which will lead on the member engagement and loyalty programmeAbout Our ClientThe client are high growth leaders within the financial advisory space, with financial institutions and financial advisors forming their member customer base and increasingly using their outsourced regulation services.They are looking to hire a Communications and Engagement Manager into their team in London. This role will be responsible for driving their member engagement and retention programme. Job DescriptionKey responsibilities of the Communications and Engagement Manager: You will own all Member communications and evolve them into a best-practice, segmented lifecycle programme that deepens relationships and clearly demonstrates the value of our proposition. You will also own and optimise the Member Portal, increasing adoption, frequency of use and community engagement.Lead Member retention & engagement strategy: define lifecycle journeys across onboarding, activation, education, advocacy and renewal.Create and execute all Member communications: write high-quality content (emails, portal posts, in-product/portal messages, announcements, guides, webinars) with clear CTAs and value.Own the Member Portal: roadmap, content calendar, UX feedback loop, release comms, and ongoing optimisation to drive DAU/MAU and session depth.Segmentation & personalisation: build and manage audience segments (role, firm size, permissions, behaviours) to deliver relevant, timely messages.Marketing automation & experimentation: set up automated journeys, A/B tests and triggered campaigns; continuously test subject lines, frequency, cadence and format.Formalise Member feedback process: gather structured feedback across key touchpoints, share insights with stakeholders, and track follow-up actions to ensure Members see outcomes.Voice of Member & analytics: track and report KPIs (retention rate, churn, NPS, portal adoption, campaign performance); share insights and actions with stakeholders.Member advocacy: develop programmes for case studies, referrals, reviews and community forums; partner with events on webinars and education series.Cross-functional collaboration: work with Product/Technology, Member Support, Training and Compliance to ensure accurate, compliant and consistent messaging.Data quality & compliance: uphold GDPR and consent best practices; maintain clean Member data and preferences in CRM/marketing tools.Ad hoc operational support for wider marketing initiatives and campaigns.The Successful ApplicantThe successful candidate:3-7 years' experience in a similar retention/lifecycle or customer communications role driving client or consumer engagement within financial services.Exceptional writing and editing skills with a portfolio of clear, concise Member/customer communications.Hands-on experience with CRM/marketing automation (e.g., email journeys, triggered messages, segmentation, reporting) and A/B testing.Comfort with analytics and dashboards; able to interpret data and translate insights into refinements and next best actions.Strong interpersonal skills; confident collaborating with senior stakeholders and presenting recommendations.Experience managing a portal or community platform (or similar owned digital channel).Project management experience with high attention to detail, structured planning and the ability to manage multiple deadlines in a regulated setting.Understanding of GDPR and permission-based communications.Bonus: Experience with Mailchimp and WordPress.What's on OfferCompetitive.ContactRebecca MooreQuote job refJN-012026-6916325Phone number+44 20 7269 2146Job summaryJob functionMarketing & AgencySubsectorFinancial ServicesSectorFinancial ServicesLocationLondonContract typePermanentConsultant nameRebecca MooreConsultant phone+44 20 7269 2146Job referenceJN-012026-6916325
