B2B/2C Client Research & Insight Senior Manager

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