Client Analytics Senior Change Manager

M&G; City Of London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading investment firm in London seeks a Senior Change Manager to enhance Salesforce and client data utilization. The successful candidate will create a compelling analytics roadmap, manage stakeholder relationships, and lead initiatives to improve data insights in marketing and client servicing. Requires experience in asset management and strong skills in UX design and problem-solving. This role offers a dynamic work environment with a commitment to diversity and inclusion.

Benefits

Flexible working arrangements

Inclusive culture

Professional development opportunities

Qualifications

• Experience in asset management or similar environment.
• Strong knowledge of client data and insights.
• Ability to document business requirements to a high standard.

Responsibilities

• Create 12 month analytics roadmap and secure stakeholder buy-in.
• Develop business cases for analytics strategy budget.
• Manage change backlogs and priorities.

Skills

Client data knowledge

UX design in Salesforce

Problem solving

Interpersonal skills

Agile development

Communication skills

Tools

Salesforce

Adobe

Job description

Overview

At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.

Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

Within M&G Investments, we have an ambitious plan to increase net flows, improve client servicing and client experience, and grow our AUM. The Client & Distribution Platform is at the heart of this strategy, as we continue to digitise our business and introduce cutting edge capabilities to transform how we operate.

The Role

The Senior Change Manager is the elevation of a current role, recognising the increasing importance of Salesforce and client data within the marketing, distribution and client servicing journeys. The role has varied responsibilities, including: creating a client analytics roadmap, and influencing senior business and technology stakeholders to secure buy-in and support; leading pilots and feasibility assessments to quickly validate hypotheses; providing thought leadership, with a view on industry trends, peer performance and opportunities for M&G to differentiate itself; responsibility for delivery associated to the Salesforce and Client Data teams to support near term and strategic deliverables and more.

To date, there has been significant progress on improving use experience of Salesforce and client-level financial data (AUM, flows, revenue etc.). There is still extensive opportunity to harness the data generated from our marketing systems and processes, our client interactions and CRM data, and underlying financial data to create insights and give our distribution colleagues a competitive edge, increase ROI from our marketing efforts, and to improve the client servicing operational processes.

Responsibilities

The individual will be required to:

• Create a compelling 12 month look ahead which encompasses business outcomes and data architecture, and secure buy-in from all required business and technology stakeholders;
• Create business cases to secure budget to implement the client analytics strategy;
• Work in partnership with technology teams, both onshore and offshore, to deliver functionality that is not available in the core platform;
• Collaborate with other data teams across M&G to ensure that any development is reusable where required;
• Identify improvements that address efficiency and scalability, or reduction of risk;
• Manage and maintain change backlogs ensuring priorities and critical requirements are delivered;
• Work at both a higher level, managing and co-ordinating the delivery of initiatives, or work in the detail to define and document requirements, process, etc, as require;
• Create a high performing team, fostering a ‘one team’ mindset with the client data squad and other matrix team members.
• Understand business requirements and propose solutions to those requirements, harnessing data from our strategic application estate (Salesforce, Adobe etc.) where possible;
• Develop a close working relationship with Marketing, Distribution and Client Servicing business stakeholders, providing regular updates on progress;

Experience and Skills

• Experience working in an asset management or similar organisation, with strong knowledge of client data (e.g. CBoR and client insights, personalisation etc.);
• Excellent UX design knowledge of Salesforce
• Experience of working with internal teams and third parties to ensure that requirements are met within agreed timescales;
• Good inter-personal and organisations skills;
• Ability to negotiate pragmatic solutions that meet conflicting business requirements;
• Problem solving ability within a complex investment management environment;
• Excellent oral and written communication skills;
• Ability to define and document business requirements and process flows to a high standard;
• Experience of providing challenge to requirements and proposed solutions;
• Ability to operate under pressure and deliver to demanding deadlines;
• Knowledge of Agile development.
• The ability to influence stakeholders by helping them understand the journey and guiding them through it;
• Capable of building a strong team and proposing improvements, to elevate the delivery process and the joint success of technology and the business;
• Commercial awareness;

Recruiter: Sarah Hawkins

Location: London

Job Level: Manager or Expert

We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

M&G is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job, will be offered an interview if they opt in to the scheme when applying.

If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: [e-mail]