CRM Campaign Executive

Excited to grow your career?Do you have the right skills and experience for this role Read on to find out, and make your application.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 roleHargreaves 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 doingAssisting the Growth Lead in executing lifecycle marketing initiatives aimed at improving client engagement and campaign performance across all channelsSupport 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 activityAbout youPrevious 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 improvementsExperience of test and learn activityUnderstanding of customer lifecycle, segmentation, and engagement techniquesInterview ProcessThis will be a two stage interview with task.Working ScheduleThis 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 review25 days holiday plus bank holidays and 1-day additional Christmas closureOption to purchase an additional 5 days holiday Flexible working options available, including hybrid workingEnhanced parental leavePension scheme up to 11% employer contributionIncome Protection and Life insurance (4 x salary core level of cover)Private medical insurance Health care cash plans - including optical, dental, and outpatient careHealth screening programmeHelp@hand - confidential support including mental health counselling and remote GPWellhub - unlimited access to fitness providers and wellness coach sessionsVariety of travel to work schemes with bike storage and shower facilitiesInhouse barista and deli serving subsidised coffee and sandwichesTwo paid volunteering days per year dependant on role level only available to select during our annual benefits window, in November each yearHargreaves 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.#HLITPBN1_UKTJ

Created: 2025-10-11