Find your next role at Legal & General
Digital Solutions Executive
We’re sorry. We’re no longer accepting applications for this role.
Search and apply for similar opportunities or register your interest to receive alerts of the latest suitable jobs as they become available.
VN-9297
Permanent
One Coleman Street, London, EC2R 5AA
Competitive + Benefits + Bonus
16 September 2018
To provide a Salesforce platform that acts as an enabler to the Operations, Marketing and Distributions teams to elevate customer service and aid delivery of operating targets across LGIM
Working as part of the Digital Solutions team, you will be responsible for supporting, maintaining and evolving all aspects of Salesforce and Pardot to support the customer acquisition and retentions plans of the Retail and Institutional businesses (UK and international). With a key emphasis on data management and analytics - developing processes to improve our data quality, data cleansing, reducing duplicates and supporting the business with their data needs.
- Work with your team, business and external stakeholders to understand and suggest additional functionality requirements. Assist in defining, prioritising and coordinating the delivery of enhancements, providing insight into functionality and new developments, to translate business and client needs into system functionality that delivers solutions that effectively supports business processes and objectives.
- Support the adoption and on-going development of our secure portal for institutional clients and their advisors, working closely with our servicing teams. Be responsible for the on-going maintenance of the content of the site, ensuring information is up to date, compliant and supports client needs.
- Deliver training and ad-hoc support on system functionality and associated procedures/ best practice guidelines to ensure adoption levels and data integrity are maximised and to support adherence to business process & controls. Engage with and develop a network of system ‘super users’ and subject matter experts to optimise impact.
- Project manage end-to-end solution delivery including the preparation of functional specifications, requirements gathering with stakeholders and data analysis.
- Engage with required parties such as IT, change management and technical teams to agree plan and execute the delivery of both small enhancements and larger developments to meet business and client expectations.
- Implement release of new digital functionality in conjunction with LGIM IT, group wide technology (GWT) and external suppliers.
- Work with key stakeholders to support the provision of MI, dashboards and reports, ensuring that analytics from the system are presented in a clear, accurate and appropriate manner.
- Support your line manager in providing regular insight that demonstrates we are working collaboratively and holistically to deliver change, identifying potential areas of improvement, and effectively prioritising initiatives.
- Relationship management of the external systems providers to deliver and maintain LGIM’s digital platform.
- Mentoring and supporting team colleagues in technical and delivery best practice.
Qualifications | Essential | Desirable |
Academic Qualifications |
A Level qualified or equivalent GSCE grade A-C or equivalent in Mathematics and English |
Education to degree or equivalent Degree qualification. |
Technical / Professional Qualifications |
Salesforce Certified Administrator ADM 201 level/above Experience of ETL tools and the managing of data with SQL, advanced MS Excel skills and Salesforce Dataloader |
IOC - The Investment Operations Certificate IMC - The Investment Management Certificate Salesforce Certified Pardot Administrator Power BI / Tableau Reporting Experience |
Experience |
Experience working within a client service or sales environment 2+ years hands-on experience working with Salesforce Previously responsible for day-to-day operational data management and enhancement of Salesforce |
Experience of Financial Services, Asset management and/or Pensions industry Experience of other CRM/CMS systems |
Specialist knowledge / skills |
Proven understanding of the operational support aspects of maintaining and enhancing a Salesforce platform Current knowledge of Salesforce capabilities and associated plug-ins Excellent written and verbal communication skills Demonstrable analytical and data manipulation skills, e.g. numeric and financial data Excellent interpersonal skills |
Experience of using Tableau or other data analytics tools Experience of using mass-mailing / marketing automation tools such as Pardot Understanding of client portals and the provision of self-serve information online |
Competence / characterise |
Excellent numeracy skills – Analysing a large amount of data, with the ability to interpret this insight and create recommendations based on it Must possess a high level of ‘gravitas’ and maturity An advocate of all things CRM and Digital and an ability to see developments elsewhere in the CRM / Digital space and interpret how they could be utilised in our business. Highly team-orientated with a can-do attitude Proactive, highly organised and proven to work on your own initiative Work to and share best practice High attention to detail Ability to work effectively under pressure and at pace and with flexibility Ability to adapt to change |
Experience of working with staff at all levels Experience of working with 3rd party data vendors |
Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, at least 22 days’ (with potential to rise to 25 days) holiday, performance related bonuses, a variety of share schemes, discounts at both a huge range of high street stores and our own great products, your hard work will be rewarded when you join us.
About L&G
Legal & General Investment Management is one of Europe’s largest asset managers and a major global investor, with total assets of GBP 957 / EUR 1,090 / CHF 1,191 billion*. We work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors and retail investors
Throughout the past 40 years we have built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions. We provide investment expertise across the full spectrum of asset classes including fixed income, equities, commercial property and cash. Our capabilities range from index-tracking and active strategies to liquidity management and liability-based risk management solutions.
*as at 30 June 2017, including derivative positions and advisory assets. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor.
About the business area
LGIM manages fixed income, equity, multi-asset, liability-driven investment, property and alternative solutions on behalf of its clients. Located across the globe, our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. In order to meet the complex and evolving investment needs of our clients, we focus on remaining at the forefront of investment product innovation and maintaining our reputation as experts across all asset classes.
We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.