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Work Background
Rathbones Group PlcHead of CRM & Digital Marketing
Jul. 2014 - Dec. 2024London & Liverpool, United KingdomMy role at Rathbones is to develop and implement a data driven digital strategy in order to deliver an exceptional digital experience for our clients, partners and employees.
Deutsche BankVice President
Dec. 2006 - Jul. 2014London & Liverpool, United KingdomUK Marketing Manager Reporting to UK CEO and Global Head of Marketing - tasked with development and delivery of the UK marketing strategy. Representation of the UK marketing function within the EMEA marketing team and SME/work stream lead on specific projects. Development, delivery and maintenance of all digital assets including web, email marketing, client on-line portals and social media. SME for on-line platforms, digital marketing and client data (including UX, SEO, analogue to digital integration and CRM) Development and execution of client communication activity including direct marketing initiatives, product and segment specific devices, brand awareness and large-scale regulatory communications. Responsible for briefing and management of vendor/agency relationships including digital, PR, and graphic design.
Tilney GroupGroup Marketing Manager
Nov. 2000 - Dec. 2006United KingdomMarketing & Communications management for a large independent asset management group. Management of group website & on-line client portals including designing the group website within a CMS framework and re-negotiation of hosting & editing fees(18 month ROI). Production of sales support material across all business lines including retail distribution of in-house funds to intermediaries and fund platforms. Selection, development, deployment and management of intermediary (CRM) system. Management and distribution of all client communications including promotional & regulatory.
Zurich Insurance Company LtdIFA Broker Consultant
Oct. 1998 - Oct. 2000Marketing, relationship and account management & business development for the UK Financial Intermediary channel. Represented 5 product providers under the ZIFA brand. • Initiated, developed and managed intermediary relationships.
• Identified sales opportunities, cross selling between product lines and generating new business.
• Designed and implemented sales initiatives and marketing campaigns.
Jardine Lloyd Thompson - BMA ServicesIndependant Financial Adviser
Jul. 1996 - Oct. 1998Independent Financial Consultant advising BMA members on all aspects of financial planning.
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