B2B/2C Client Research & Insight Senior Manager Job ID: 1317 Department: Client Strategy and Insight Job Category: Professional / Managerial Location: London, GB, EC2V 7QN Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager. We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly. Job Title: B2B/2C Client Research & Insights Senior Manager Department: CCO Location: London Contract Type: Permanent The Role To support accelerated business growth and enable 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 a 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. Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences, and abilities and encourage applications from all backgrounds. We welcome individuals who share our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus. #J-18808-Ljbffr
