B2B/2C Client Research & Insight Senior Manager

Job description:

Job Title:  B2B/2C Client Research & Insights Senior Manager

Department: CCO

Location: London

Contract Type: Permanent

working arrangement: Hybrid 

The Role

To support accelerated business growth and enable of client-driven commercial decisions through the development, delivery and evolution of an insights roadmap and strategy for B2B/2C audiences. 

Outcomes of the Role

• Develop a strong understanding of specific insight needs of B2B/2C audiences and ensure we have the appropriate roster of research methodologies and service providers to meet it
• Understand segment business strategy and translate this into workable research briefs/projects roadmap and then drive client insight through to impactful recommendations and actions.
• Work with relevant business units and functions, gathering research requirements and executing against research briefs – ensuring engagement throughout each stage resulting in usable insight.
• Lead/manage multiple projects and research initiatives across Rathbones, leveraging a range of insights (qual and quant) to solve client problems
• Raise own and others’ awareness of how research can be best integrated into proposition and service design, with strong focus on commercial viability
• Analyse client, industry and market trends, and present commercially-driven client-centric recommendations to key stakeholders.
• Involvement in organising and leading workshops, co-creation/ideation sessions and presentations.
• Communication of insights in a compelling way across variety of formats.

Knowledge, Skills and Experience

• Background in financial services and wealth management.
• Qualified in Market Research Insight design and delivery.

Ideally project management (e.g. Prince 2) or Agile/lean ways of working

Ideally degree-level

Strong awareness of how research can be best integrated into proposition and service design – ensuring commercial viability – understanding client journey by segments.

Naturally curious and interested problem solver, able to think conceptually and work collaboratively to solve client problems.

Good knowledge of Wealth Management and Investment Industry, commercial and regulatory frameworks and of key industry data sources.

Analytically strong with ability to identify and interpret data from multiple sources and make commercially sound recommendations.

Technical knowledge, familiar with a wide range of research and insight tools and platforms.

Strong communication and influencing skills, able to lead working groups and work collaboratively.

Flexible, attentive to different stakeholders and manage projects, able to work at pace towards good outcomes