Commercial Performance & Insight Manager

JOB TITLE: Commercial Performance & Insight Manager

SALARY: £70,929pa - £88,691pa plus the benefits listed below

LOCATION: Edinburgh

HOURS: 35 hours, full time

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at our Edinburgh office.

Things you need to know up front

This role does require data skills capabilities, in particular you must have demonstrable experience of working with Power BI and knowledge of Google Cloud Platform. It is also necessary to have pensions and investment industry knowledge.

Why should you keep reading and consider applying?

Imagine joining an enthusiastic, hard-working and fun team in a growing and dynamic business that thrives on providing equal opportunities and deeply values diversity on all levels. In addition to this, imagine working in an environment where both your personal and professional development is not only strongly encouraged, but prioritised. If this sounds like the right culture for you, then read on!

What does it mean to be part of Lloyds Banking Group?

Being a colleague of, and therefore a part of Lloyds Banking Group, provides an understanding that through our brands, our Group has a relationship with just about every household and community in the UK. We underpin the lives of millions of individuals and businesses and play a key role in helping to build a growing UK economy.

About this opportunity

Do you have a passion for data led decision making and crafting deep insights? If so, then you can play a lead role supporting the Scottish Widows Retirement Account Propositions and Intermediary Wealth Distribution teams to deliver for our customers and colleagues.

We are looking for a dedicated and enthusiastic Commercial Performance & Insights Manager to deliver key strategic insights on our Retirement Account proposition and provide actionable information to our Intermediary Wealth Distribution teams.

Our team sits at the heart of the Accumulation Platform which is part of Insurance, Pension and Investments (IP&I) at Lloyds Banking Group.

We're a growing business receiving significant investment from the Group to support its bold and exciting growth plans, so there has never been a better time to join us!

Your accountabilities will include:

• Fast and accurately deliver weekly reporting that provides the senior leadership team with visibility on the performance of the business.

• Preparing specific pieces of insight that drive strategic decision making.

• Extract Intermediary Wealth data from our Microsoft Dynamics (MSD) customer-relationship-management system and analyse this within Microsoft Power BI or Excel.

• Understand and provide insight on the pipeline for new Retirement Account sales including, how long it is taking for enquiries to move through the sales funnel, where there is friction in the process, reasons we're successful and reasons we're losing.

• Analyse how we're performing with growing our business from our already supporting advisers, including which products they are most interested in.

• Build insight on any parts of our existing book that are at risk of moving to another adviser or wealth provider and provide practical information on the reasons for these risks.

What we need from you?

• Proficient user of the Microsoft data suite including Excel and Power BI, or similar data manipulation and visualisation tools (1.5 years minimum).

• Expert in Illustrating insight with PowerBI visuals supported by DAX formulae or similar data visualisation and logic based programming.

• Knowledge of Google Cloud Platform Data Products.

• Experience of developing senior management / exec level presentations with Microsoft Office applications e.g. PowerPoint

• Knowledge of the Pensions and Investments Industry, including products, competitors, key intermediary types and an understanding of the regulations.

• Outstanding problem-solving and analysis skills with experience sharing the commercial consequences of past, present and future business activities.

• Great relationship management skills with the ability to build relationships at all levels of seniority.

• Capability to address and resolve challenges with high energy and at pace.

• Articulate compelling arguments to gain support of others to motivate change based on insight.

About working for us 

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.   We want our people to feel that they belong and can be their best, regardless of background, identity, or culture.   We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative.   And it’s why we especially welcome applications from under-represented groups.  We’re disability confident. So, if you’d like reasonable adjustments to be made to our recruitment processes, just let us know. 

We also offer a wide ranging benefits package, which includes...

• A generous pension contribution of up to 15%

• An annual performance related bonus

• Share schemes including free shares

• Benefits you can adapt to your lifestyle, such as discounted shopping

• 30 days’ holiday, with bank holidays on top

• A range of wellbeing initiatives and generous parental leave policies

 Ready to start growing with purpose? 

 If you’re excited by the thought of becoming part of our team, get in touch. We’d love to hear from you!