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Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
The role holder will be personally responsible for driving management information and the marketing performance framework, reporting and ad-hoc analysis for the UK Marketing function to drive marketing performance and effectiveness. Working alongside the Research & CRM roles within the broader Insight and CRM team, this role will be pivotal in driving an increased understanding of customer and the impact of marketing, not just within marketing but across the business at all levels of the organisation. The role will work towards the identification of KPIs and dashboards, then generate the provision of regular reporting to support Marketing and move towards an automated self-serve capability.
Using data analysis and interpretation skills, with a forensic aptitude for analysing complex and varied data sources, the role will work with the wider marketing teams to identify areas for deeper analysis and deliver findings which might reveal business opportunities or explain trend.
Reporting and analysis will be considered collaboratively with the research and digital functions to maximise the value of learnings in all disciplines
To build / deliver data regular customer, intermediary and marketing performance reporting and analysis, driving improvements in customer understanding and marketing effectiveness.
To input into transformation programmes that are supporting the development of data, analytics and reporting infrastructure to ensure Marketing's requirements are understood and developments are fully leveraged within the team.
To work with colleagues across marketing to embed the value of insights being created and to ensure that positive insights and reporting are being used and driving continuous improvement across the team.
To work closely with the CRM & Automation manager to improve campaign selections, timing and channel performance
To work closely with the Research & Insight manager to coordinate and leverage activity in each area, aligning on projects where appropriate to create consolidated insights
Provide examples or describe the level of accountability. Accountability looks at the level to which a job is answerable for actions and their consequences. It measures the impact of the job on end results of the business. More senior jobs are typically expected to hold greater accountability and act as the next point of problem escalation.
The role holder will work very closely with key contacts in each of the Marketing teams to understand reporting and insight requirements / gaps and to ensure value is being driven from outputs produced.
The current MI and insight capability is very basic and requires significant development. The role holder will need the proactivity and aptitude to identify ways of improving these contact strategies, working with the other teams to influence the existing campaign approach and build out this capability.
The role reports to the Senior Insight & CRM Manager who will support the role holder however a significant proportion of the roles seniority is based on the ambition for data, drive for marketing excellence through effective measurement and analysis and therefore a significant element of the new thinking should come from the role holder.
Accountable for understanding and accounting for any data quality gaps and working across the business to reduce these.
Significant involvement is expected in transformation programmes that will be improving data and analytics capability across customer and advisory segments. This may include involvement in requirements definition, testing, training and the transition into operational use.
Desired Knowledge / Experience / Skills
Highly numerate with the desire to creatively solve business problems, with an excellent understanding of data structures, quality and permissions, including collection, management and utilisation of data in a GDPR world.
Extensive experience in the build and deployment of marketing performance measurement, customer and product reporting and ad hoc analysis across traditional. Customer and product data sets and digital analytics.
Excellent influencer, with good verbal and written communication and people skills
Accuracy and attention to detail
Good organisational and time-management skills and the ability to work well under pressure
Be able to work well as part of a small team
Experience of developing reporting in tools such as Google Analytics, Power BI, Qlik Sense or Tableau would be a significant advantage
Experience of working with complex business and consumer data would be preferred.
Degree level education
Marketing qualification - CIM or equivalent
What you'll like about working here
As a Canada Life UK colleague, you'll receive a competitive salary and comprehensive reward package including income protection, private medical insurance and life assurance, along with a generous pension and bonus scheme. You'll also receive the support you need with your personal and professional development.
Diversity and inclusion
Canada Life is committed to a diverse and inclusive workplace. Our role as an employer of choice is to provide the right environment for talented people to do their best work, by respecting, understanding and valuing individual differences