Strategic Planning & Insights Manager

Lloyds Banking Group; Bristol; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services organization in the UK is seeking a Strategic Planning & Insights Manager to connect customer insights with business goals. The successful candidate will have experience in marketing strategy, strong analytical skills, and be comfortable in a hybrid working environment. You will champion a customer-centric culture and work collaboratively to optimize marketing initiatives.

Qualifications

• Proven experience in a customer insight or strategy role within marketing.
• Commercially astute with a strategic mindset.
• Strong analytical and storytelling skills.
• Adaptable and comfortable in fast-paced environments.
• Proficient in Microsoft 365 tools.

Responsibilities

• Contribute to the annual and quarterly planning process for BMX.
• Understand customer and product requirements to uncover opportunities.
• Align marketing investments with customer priorities.
• Maintain view of marketing investment activities to maximize ROI.
• Work with teams to leverage data and insights for the BMX plan.

Skills

Customer insight

Marketing planning

Strategic mindset

Analytical skills

Storytelling skills

Microsoft 365 proficiency

Job description

Overview

As a Strategic Planning & Insights Manager you'll play a pivotal role in connecting customer insights, business goals (both customer and product) and marketing planning into actionable strategies that drive commercial value. You'll work with stakeholders across IP&E and wider BMX teams to design, set, and optimise the marketing plan for BMX.

Responsibilities

• Contribute to the annual and quarterly planning process for BMX, including coordination of needs met contribution, value target setting, and reforecasting.
• Understand evolving customer and product requirements and uncover commercial opportunities that should shape the strategic BMX plan.
• Support BMX teams to ensure marketing investments align with customer priorities, product objectives, and overarching business goals.
• Maintain a comprehensive view of marketing investment activities, identifying areas of underspend and opportunities for budget redeployment to maximize ROI.
• Work closely with Insights, Planning & Effectiveness (IP&E) teams to leverage data, customer insights and customer opportunities to inform the BMX plan.
• Translate complex data into clear, compelling stories that resonate with senior stakeholders.
• Champion a culture of customer-centric thinking across the organization.

You\'ll be part of a collaborative team that values curiosity, creativity, and clarity. Your ability to triangulate data from multiple sources and translate it into strategic recommendations will be key to your success.

Qualifications

• Proven experience in a customer insight, marketing planning or strategy role within a marketing environment in financial services or another data-rich sector.
• Commercially astute with a strategic mindset, understanding market dynamics and ideally understanding of the range and commercial drivers of products and services LBG provides to its Personal Customers.
• Strong analytical and storytelling skills, with the ability to synthesize data from multiple sources and communicate insights clearly.
• Curious, proactive, and adaptable—comfortable working in fast-paced, agile environments with multiple stakeholders.
• Proficient in Microsoft 365 tools (Excel, PowerPoint, Word, Teams) to create and present insight-driven content effectively.

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of your time, at one of the listed hubs.

About Lloyds Banking Group

Why Lloyds Banking Group? Like the modern Britain we serve, we\'re evolving. Investing billions in our people, data and tech to transform the way we meet the everchanging needs of our 26 million customers. We\'re embracing collaborative, agile ways of working, to help us deliver the best outcomes for our colleagues, customers and businesses. We\'re growing with purpose. Join us on our journey and you will too!

Our focus is to ensure we are inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity, or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it is why we especially welcome applications from under-represented groups. We are disability confident. So, if you would like reasonable adjustments to be made to our recruitment processes, just let us know. If you are excited by the thought of becoming part of our team, get in touch. We would love to hear from you!

At Lloyds Banking Group, we\'re driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you\'ll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you\'ll have many opportunities to learn, grow and develop.

We keep your data safe. So, we\'ll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We\'ll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We\'re focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we\'re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.