Customer Communications Manager

Join a truly amazing team, revolutionising the world of investments!

At Wealthify, we’re changing the way people save and invest. Over the next 10 years, we want 1 million savers to start investing through our app and online service and start expecting more from their money. Our promise is simple: no complicated jargon, no daunting fees, just straightforward, effortless investing from just £1.

We’ve recently partnered with Aviva and alongside our own marketing, Wealthify will soon be offered to their millions of customers through the MyAviva hub and app.

We’re now looking for a driven and results-orientated Customer Communications Manager to join the Marketing Team.


Things you’ll be working on

Working collaboratively and effectively within the Wealthify team, we’re looking for a digital and direct marketer who loves to develop measurable campaigns and marketing initiatives and is driven to optimise results through test and learn activity. In this role you will:

  • Explore and propose the best ways to proactively approach our customers
  • Track, test and analyse campaigns
  • Use results to adjust our approach to CRM and cross-sell
  • Analyse results to optimise the customer journey and improve conversion of new prospects to fully invested customers
  • Strive to deliver the best possible customer experience
  • Find ways to maximise uptake of Circles, our MGM forum that delivers customer rewards in the form of reduced fees
  • Work to minimise the number of people who drop off during the registration process
  • Promote new product offerings to our customers
  • Keeping up-to-date with new products, platforms, competitor communications and industry trends

This is a great role for someone who wants to be hands-on, loves to analyse performance and take ownership for delivering results.


Things you'll need

  • Degree or strong academics, plus at least 2-3 years working in CRM
  • Proven track record in a similar role and able to demonstrate results
  • Highly skilled/ expert level experience of working with CRM programmes and developing/ improving the customer journey
  • An understanding of customer needs and priorities, and a track record of improving user experience
  • Commercially focused and experience of managing sizeable marketing budgets effectively
  • Can demonstrate a strong ROI/ LTV focus from acquisition through to conversion and retention
  • Strong at critiquing creative and able to write compelling copy/ communications
  • Highly numerate with excellent attention to detail
  • Experience of internal compliance processes; financial promotions regulation; and advertising codes of practice
  • Excellent communication and interpersonal skills to work in a small, close-knit team


What will make you stand out

  • A genuine passion for CRM, UX, tech and innovation
  • Proven track record in a similar role in financial services (preferably marketing savings, investments, pensions)
  • Proven track record using CRM initiatives to create lifetime customer value
  • CIM/ IDM Marketing/ or other recognized digital marketing qualifications.


What you get

  • Up to £35,000 (depending on skills and experience)
  • Contracted hours are 37.5 hours per week, with scope for flexible working.
  • 24 days holiday per year plus bank holidays (increases to 28 through length of service)
  • Work in one of the hottest tech start-ups in Cardiff
  • Brand new offices
  • Free gym
  • Unlimited tea or coffee
  • Games room (and a table tennis league!)
  • Amazing (and modest!) teammates
  • Great company socials organised by our very own Ministry of Fun
  • Private Medical Insurance
  • Income Protection
  • Company Pension Plan
  • Cycle to Work Scheme


This is a great chance to join a dynamic, fun and friendly company that’s really going places. If you would like to be considered for the role, please send a copy of your C.V. to