CRM Campaign Executive

Hargreaves Lansdown; Bristol; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services firm based in Bristol seeks a CRM Campaign Executive to support marketing initiatives that enhance client engagement. The role involves executing lifecycle marketing strategies, analyzing performance data, and collaborating with various teams. Ideal candidates should have CRM experience and a background in financial services, contributing to data-driven communication strategies. Flexible hybrid working options are available.

Benefits

Discretionary annual bonus

Enhanced parental leave

Private medical insurance

Flexible working options

Income Protection and Life insurance

Qualifications

• Previous experience in financial services and CRM.
• Demonstrated success in improving client experience and retention.
• Ability to interpret data and inform improvements.

Responsibilities

• Execute lifecycle marketing initiatives to improve client engagement.
• Monitor and analyze CRM activity performance.
• Prepare regular reports and insights summaries.
• Manage campaign setup and audience segmentation.

Skills

Financial services experience

CRM technology

Data analysis

Customer lifecycle management

Segmentation techniques

Tools

Braze CRM system

Job description

Excited to grow your career?

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at HL.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you!

About the role

Hargreaves Lansdown is undergoing major transformation and Marketing is central to that change. We're evolving fast, with a sharp focus on content, brand, product marketing, performance, website and CRO. We're building a joined-up, insight-driven marketing function that delivers measurable impact from powerful brand storytelling and high-converting content to optimised digital journeys and data-led performance. We're raising the bar, streamlining how we work, and unlocking new opportunities to grow, engage and convert, setting a new standard for marketing at HL.

Hargreaves Lansdown (HL) are now recruiting for a CRM Campaign Executive to support the Senior Campaign Manager for Growth in driving the optimisation and evolution of our CRM lifecycle activities. In this role, you'll help implement, monitor, and refine client engagement programs, contributing to stronger, data-driven communication strategies that replace underperforming activity and build deeper emotional connections with our clients.

This is a fantastic opportunity to grow your skills in CRM marketing, data analysis, use of channels and client lifecycle management within a collaborative, fast-paced financial services environment.

What you'll be doing

• Assisting the Growth Lead in executing lifecycle marketing initiatives aimed at improving client engagement and campaign performance across all channels
• Support monitoring and analysis of CRM activity performance, identifying opportunities for optimization and growth.
• Helping coordinate testing and learning programs, tracking results and contributing to iterative improvements.
• Working closely with marketing, data, and technology teams to ensure accurate campaign delivery and integration.
• Preparing regular reports and insights summaries to inform decision making and demonstrate impact.
• Managing day-to-day operational tasks related to campaign setup, audience segmentation, and scheduling.
• Supporting stakeholder communication to maintain alignment and momentum for growth initiatives.
• Building campaign canvas/workflows in the Braze CRM system and or coordinate the production and distribution direct mail activity

About you

• Previous experience in financial services and CRM, customer strategy, or transformation roles.
• Demonstrated success delivering improved client experience, retention, or revenue.
• Experience working with or managing CRM technology.
• Exposure to regulatory and compliance considerations in client data and communications.
• Some knowledge of data structures, customer data management, and integration with marketing, sales, and service platforms.
• Ability to interpret data and analytics to inform improvements
• Experience of test and learn activity
• Understanding of customer lifecycle, segmentation, and engagement techniques

Interview Process

This will be a two stage interview with task.

Working Schedule

This role is based in our Bristol head office (BS1 5HL) and we offer a hybrid working pattern, with a minimum of two days in the office per week.

Why us?

Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

• Discretionary annual bonus* and annual pay review
• 25 days* holiday plus bank holidays and 1-day additional Christmas closure
• Option to purchase an additional 5 days holiday**
• Flexible working options available, including hybrid working
• Enhanced parental leave
• Pension scheme up to 11% employer contribution
• Income Protection and Life insurance (4 x salary core level of cover)
• Private medical insurance*
• Health care cash plans - including optical, dental, and outpatient care
• Health screening programme
• Help@hand - confidential support including mental health counselling and remote GP
• Wellhub - unlimited access to fitness providers and wellness coach sessions
• Variety of travel to work schemes with bike storage and shower facilities
• Inhouse barista and deli serving subsidised coffee and sandwiches
• Two paid volunteering days per year

*dependant on role level

** only available to select during our annual benefits window, in November each year

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.

This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information.

Please note, we are unable to provide employment sponsorship to candidates.

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