
Posted a day ago
Customer and Client Experience Manager
BarclaysCustomer and Client Experience Manager
Requirements
Lifecycle or CRM marketing experience, Wealth management or investment platform background, Customer journey design experience, Data-driven decision making, Stakeholder management
Skills
CRMWealth Management
About the role
Responsibilities
- Map and analyze the customer journey across all touchpoints to identify pain points and opportunities for improvement.
- Develop customer personas to personalize experiences based on demographics, behavior, and specific needs.
- Design and implement strategies to improve customer satisfaction, loyalty, and key NPS metrics.
- Collaborate with cross-functional teams to ensure consistent messaging and branding across all customer-facing channels.
- Use customer insight and behavioral data to design journeys that support clients at key financial decision-making moments.
- Reduce friction and simplify client interactions across both digital channels and adviser-led experiences.
- Advise and influence decision-making to improve operational effectiveness and contribute to policy development.
Requirements
- Experience in lifecycle, CRM, or growth-focused marketing.
- Background in wealth management or an investment platform environment.
- Proven experience in designing and delivering customer journey activities.
- Strong ability to use customer data and behavioral insights to drive decision-making.
- Excellent stakeholder management skills with the ability to influence without direct ownership.
Preferred Qualifications
- Experience connecting lifecycle activity with paid media and retargeting to create joined-up experiences.
- Ability to organize and coordinate complex workstreams across multiple different teams.
- Strong business acumen and strategic thinking capabilities.
About the Company
Barclays is a leading international financial services group. We pride ourselves on a culture built on our core values of Respect, Integrity, Service, Excellence, and Stewardship. We are committed to creating an environment where our people can thrive, collaborate, and make a meaningful difference in the lives of our clients.
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Barclays · London
