About me
Change Manager with a background in marketing, currently working on an initiative to embed Client Experience in business practices.
Work history
Change Manager - DistributionSchroders
London, United KingdomFull Time
Summary: Part of the team responsible for supporting the delivery of operational change within Distribution.
Project management experience:
- Client Experience - intended to embed Client Experience (CX) principles in the delivery of products and services at Schroders
Marketing Executive - Global Strategic InitiativesSchroders
- London, United KingdomFull Time
management of Marketing initiatives aligned with the objectives for Distribution.
Responsibilities and experience:
Project management
- Global events data capture – An initiative to standardise event data capture through Salesforce to then enable automated reporting and event follow up activities.
- European roadshow series – An initiative to centralise the organisation of roadshow events, delivering 12 events over the course of one month.
- Institutional Client Survey – the first internally co-ordinated global client survey.
- Global Innovation Challenge winner (Team Lead) – A two day event to develop an idea and pitch to a panel of judges made up of senior Schroders figures. The winning idea was to create a financial education app using gamification to target school leavers. Selected as the winner from an original list of 69 submissions.
Schroders Personal Wealth
- Part of the project group responsible for the marketing activities associated with the launch of the Lloyds/Schroders joint venture. Specific work streams include customer experience, lead generation, digital and tech stack, marketing operations, and collateral.
Regional marketing
- Sponsored events – Owner of the Pan-European sponsored events programme.
- Pan-European advertising – Owner of the Pan-European media schedule.
- Budget management – Responsible for managing the Global and European Marketing budgets.
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Skills
- Branding Projects
- Project Management
- Project Planning
- Project Co-ordination
- Project Conception
- Project Delivery
- Advertising Planning
- Web Administration
- Web Campaigns
- Web Analytics
- Change Management
- Change Communications
- Marketing
- Marketing Automation
- Marketing Campaigns
- Marketing Strategy
- Service Design
- Client Services
- Client Service
- Customer Service
- Customer Services
- Customer Experience