Lee Wilson

Experience

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  Jardine Lloyd Thompson - BMA Services

  Jul 1996 - Oct 1998

  Independant Financial Adviser

  Independent Financial Consultant advising BMA members on all aspects of financial planning.

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  Zurich Insurance Company Ltd

  Oct 1998 - Oct 2000

  IFA Broker Consultant

  Marketing, relationship and account management & business development for the UK Financial Intermediary channel. Represented 5 product providers under the ZIFA brand.• Initiated, developed and managed intermediary relationships.• Identified sales opportunities, cross selling between product lines and generating new business.• Designed and implemented sales initiatives and marketing campaigns.

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  Tilney Group

  Nov 2000 - Dec 2006

  Group Marketing Manager

  Marketing & Communications management for a large independent asset management group.Management of group website & on-line client portals including designing the group website within a CMS framework and re-negotiation of hosting & editing fees(18 month ROI).Production of sales support material across all business lines including retail distribution of in-house funds to intermediaries and fund platforms.Selection, development, deployment and management of intermediary (CRM) system.Management and distribution of all client communications including promotional & regulatory. Show less

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  Deutsche Bank

  Dec 2006 - Jul 2014

  Vice President

  UK Marketing ManagerReporting to UK CEO and Global Head of Marketing - tasked with development and delivery of the UK marketing strategy.Representation of the UK marketing function within the EMEA marketing team and SME/work stream lead on specific projects.Development, delivery and maintenance of all digital assets including web, email marketing, client on-line portals and social media. SME for on-line platforms, digital marketing and client data (including UX, SEO, analogue to digital integration and CRM)Development and execution of client communication activity including direct marketing initiatives, product and segment specific devices, brand awareness and large-scale regulatory communications.Responsible for briefing and management of vendor/agency relationships including digital, PR, and graphic design. Show less

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  Rathbones Group Plc

  Jul 2014 - Dec 2024

  Head of CRM & Digital Marketing

  As part of the marketing and client office leadership team, reporting directly to the Group Executive, I drove the vision, ownership, and execution of the group’s digital marketing strategy. My role was pivotal in aligning marketing initiatives with strategic business goals, delivering growth objectives, and spearheading digital production and development programs to achieve impactful results. Additionally, I played a key role in shaping Rathbones' broader digital transformation agenda, leveraging my expertise to deliver a market-leading, digitally enhanced client experience that set new standards for innovation and engagement.Key achievements:• Creation and delivery of group-level digital marketing strategy, significantly boosting the group’s online presence, brand awareness, and digital engagement.• Year-on-year growth of digital lead generation and new business across key verticals.• Reorientation of Rathbones’ marketing and client communication programmes during 2020 and 2021, resulting in digitised event programmes, client onboarding, and crisis management communications.• Responsible for vendor selection and technology procurement for the digital marketing function.• Maintained regulatory compliance and ensured that digital platforms met all regulatory standards.• Recruitment, development, and retention of a high-quality digital marketing team.• Directly supported the marketing and sales integration of several corporate acquisitions.• Subject matter expert for key committees, including brand, client lifecycle, client portal, data governance, and PR & corporate communications. Show less