Commercial Director (Research and Insights)

COMMERCIAL DIRECTOR (Research and Insights)  – NEWLY CREATED ROLE 

ABOUT US

Boring Money has been set up to help ‘normal people’ to make better choices with their savings, investments and pensions. 

This year we are on track to have 1 million consumers on our site, using our Best Buy tables to find ISAs and pensions, or our Triage Quiz to help them find the right product or advice for them.  We have recently added advice tables and an Adviser Directory, which help consumers to pick the right digital adviser or individual traditional adviser for their needs.

Our consumer website, webinars, quizzes and proprietary consumer panel all give us a unique view of what British savers and investors want, fear, understand and need. This always-on feedback loop is increasingly fuelling our research and insights business, as we work with the industry to help them with qualitative and quantitative research, as well as advisory and consultancy projects. We help the industry understand the voice of the customer, and so make better products, services and communications.

Using our unique consumer insights, and working with advisers in the industry and in our newly formed Adviser Directory, we create a series of subscription products, research reports and bespoke projects which help our clients to create better products and services.

We work with asset managers, banks, building societies, investment platforms, robo advisers and wealth management firms.  In 2021 we have particularly focussed on DIY investing, Value Assessments for asset managers, Sustainable Investing and emerging channels of advice, including Digital Advice

 

OUR GROWTH PLANS

We have ambitious growth plans in 2022. As we grow, and as more consumers tell us what they like, want and need, so our proprietary insights get more powerful. With our own customer panels, developing datasets and new CRM, we are well placed to offer the industry unique real-time customer insights and research.  

Our newly created adviser pages and Adviser Directory bring the voice of advisers onto our site, helping readers with their questions and providing introductions between adviser and client. We are developing our Advice plans and increasing the adviser research we conduct to complement the consumer research we are best known for.

We work with a wide range of industry clients – fund managers, banks, platforms, robos and advice firms .

With our subscription data products, published reports and bespoke research projects, we help providers to:

  • Size the market
  • Understand the competitor landscape
  • Track customer feedback and sentiment
  • Test new propositions
  • Test UX and customer journeys
  • Source customer input for reporting such as Value Assessment Statements
  • Understand changing sentiment
  • Do a deep dive on thematic projects such as sustainable investing, digital advice, engaging particular client segments and more

 

ABOUT THE ROLE

We are looking for a well-connected, motivated investment industry professional to take on the newly created role of Commercial Director.  

This external-facing role will see you:

  • Own the revenue plan and targets for the B2B business and lead our weekly revenue meetings to track progress
  • Be an important contact for our key accounts, building close relationships and a good understanding of what challenges they face and what support they need
  • Liaise with senior stakeholders in the industry, understanding their challenges and needs – your key contacts will be sales, marketing and product directors at asset management firms, platforms, banks and advice firms
  • Conduct regular meetings and calls with the industry, to share our insights and also to gather input from them
  • Support and oversee the sales team and relationship managers to focus their efforts
  • Review our existing products and make recommendations for change
  • Identify new potential and lead on product development to make sure we are tackling the right issues at the right time
  • Work closely with the Head of Research to make sure that we are making the right products and delivering what our clients need
  • Work closely with the Marketing Team to make sure that our messaging is successfully conveying the right messages to the right audience at the right time
  • Work closely with our Technical Product Team to make sure that our B2C site and services are providing the right sorts of input to the Research side of the business
  • Support the development of our Advice vertical, engaging with larger advice firms to understand their acquisition and retention needs and feeding into our growth plans here

Ultimately, we want someone to talk to the industry, work out what they need, work with the research team to understand how we can help, create the right products at the right time, and take these back out to the industry.

 

WHAT YOU'LL NEED

You will be a motivated, curious self-starter with experience of working in smaller growth companies. You will have strong industry relationships with asset managers, platforms, pension providers, the FCA, journalists and other key stakeholders.

You will be commercial and able to identify a client’s need, and work through what solutions they need to help with their challenges.

You will have experience of working in a research environment. You will have a genuine passion and belief that the customer needs to sit at the heart of everything that this industry does – not at the neglected end of a value chain.

  • 10 years+ industry experience
  • A very good understanding of investments and pensions
  • Senior industry contacts with asset managers, banks and platforms
  • A good understanding of qualitative and quantitative research
  • Be aware of all the latest regulatory and policy developments which impact development and change in the industry
  • Have a keen interest in how fintech is changing the sector for the better
  • A genuine desire to help make the investment industry better

 

THE BENEFITS

  • Competitive salary commensurate with experience
  • Bonus based on key targets and the broader 3 year Plan
  • Access to the share options scheme
  • Flexible working
  • Pension plan
  • 4 Freedom Fridays every year – early finish to start the weekend sooner
  • Modern office space by Bond St tube
  • Regular team socials
  • 25 days’ holiday per year

Boring Money has a great team of 22 people today. We don’t do office politics and the team is close-knit and collaborative. We’re on a mission to make a genuine difference and it’s an exciting time in our growth.

 

CONTACT

Please contact us to apply or if you have any questions before applying.

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