CRM Manager - IFA Partnerships
Flagstone Group LTD(20 days ago)
About this role
Flagstone is seeking a CRM Marketing specialist to support its Independent Financial Adviser (IFA) and Wealth Management partnership journeys. The role sits within a newly formed partnerships squad and works closely with the Head of Digital & CRM to improve partner communications and lifecycle marketing. This position focuses on enhancing partner experiences and engagement across the platform’s savings and cash management offering.
Required Skills
- CRM Marketing
- Email Marketing
- Lead Generation
- Customer Journeys
- Lifecycle Marketing
- Partnership Marketing
- Communication Strategy
- Data Analysis
- Marketing Automation
- Salesforce Marketing Cloud
+5 more
About Flagstone Group LTD
flagstoneim.comFlagstone Investment Management (Flagstone IM) is a UK-based investment manager and platform that provides discretionary portfolio management, model portfolios, and bespoke investment solutions for financial advisers, private clients and institutions. The firm focuses on multi-asset strategies, risk-managed portfolio construction and access to private-market opportunities, delivered via a technology-driven platform with consolidated reporting and transparent fees. Flagstone emphasizes partnering with advisers to implement tailored investment solutions and ongoing portfolio governance backed by an experienced investment team and regulatory oversight.