Senior Manager Insights Strategy

4 weeks ago


London, Greater London, United Kingdom Rathbone Brothers Full time

Job Title: Insights Strategy Senior Manager


Department: CCO


Location:


Contract Type: Permanent


The Role


To foster accelerated business growth, we need an insights roadmap and industry size/growth model to drive client-centric decisions through data-driven research.


Outcomes of the Role


  1. Develop and maintain our segmentation framework to ensure our data cube is enriched with relevant dimensions for effective client-centric decisions.
  2. Understand audience-specific insight needs and have the right roster of research methodologies and service providers to meet them.
  3. Translate business strategy into workable research briefs/projects and drive client insight through impactful recommendations.
  4. Work with business functions to gather research requirements and execute against research briefs, ensuring engagement throughout each stage.
  5. Lead on Voice of the Client Strategy and capability.
  6. Develop an industry size and growth model based on secondary data, and maintain it as new data is available.
  7. Liaise with our prospect database provider and COO data team to integrate all sources of data into insights outputs.
  8. Support the head in building a knowledge centre of excellence and delivering high-impact research and insights for key audiences and segments across Rathbones.
  9. Analyse client, industry, and market trends, and present commercially-driven client-centric recommendations to stakeholders.

Knowledge, Skills and Experience


We require a background in financial services and wealth management, with qualifications in Market Research Insight design and delivery.


  1. Hands-on experience in project management, such as Prince 2 or Agile/lean ways of working.
  2. Degree level.
  3. Strong awareness of integrating research into proposition and service design, ensuring commercial viability.
  4. Naturally curious and interested problem solver, able to think conceptually and work collaboratively to solve client problems.
  5. Strong knowledge of Wealth Management and Investment Industry, commercial and regulatory frameworks, and key industry data sources.
  6. Excellent knowledge of different segments E2E client journey and investment process.
  7. Analytically strong, able to identify and interpret data from multiple sources and make commercially sound recommendations.
  8. Technical knowledge, familiar with a wide range of research and insight tools and platforms.
  9. Excellent communication and influencing skills, able to lead working groups and work collaboratively.
  10. Flexible, attentive to different stakeholders, and able to manage projects at pace towards good outcomes.

Life at Rathbones


We aim to be an employer of choice in the wealth management sector by building a diverse, equal, and inclusive workplace that motivates and develops our colleagues.


We welcome individuals who share our values – those that are passionate about client service, operate with integrity, and have a strong results focus.



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