
at HSBC
OtherPosted 6 days ago
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**Senior Manager, Customer Engagement and Event** leads cross-functional team, driving event planning and execution across business units. Key responsibilities include creating annual engagement plans, managing delivery standards, and ensuring consistent messaging. Collaborate with channel owners to align priorities and stakeholders to deliver at pace. Monitor performance, drive improvements, and support strategic growth initiatives. Proven business prioritization, project management, stakeholder influence, and team leadership skills required. Finance or insurance background Preferred.
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Full Job Description
We are currently seeking a high calibre professional to join our team as Senior Manager, Customer Engagement and Event.
In this role you will:
Customer engagement delivery (people manager)
- Lead and develop a team to deliver end-to-end engagement program (seminars, webinars, client roundtables, partner events, hybrid formats) across PB/CMB/Broker/EB.
- Own engagement planning cadence (annual/quarterly plan), delivery governance, execution standards and post-event evaluation.
- Ensure proposition messaging is consistent across legacy planning, retirement, wealth growth and health, with clear customer value propositions and call-to-actions.
Business prioritization, channel partnership and performance management
- Partner with channel owners to align priorities, target segments (with emphasis on HNW), and engagement objectives; manage trade-offs across competing demands.
- Drive stakeholder alignment across proposition, marketing/communications, operations and risk/control partners to deliver at pace.
- Track and report performance (e.g., attendance quality, leads, pipeline, conversion, customer outcomes) and drive continuous improvement through insights.
Strategic new initiatives (growth enablement)
- Support the Head of Customer Event & Engagement on strategic initiatives beyond current distribution channels, including pilots, partnerships and new go-to-market approaches.
- Build and manage project plans, governance milestones, dependencies, risks and success metrics; translate strategy into executable delivery.
Governance, risk and controls
- Ensure required approvals and controls are followed for engagement activities (content sign-off, customer communications, vendor management where applicable).
- Maintain audit-ready documentation and proactively manage delivery risks (capacity, timelines, messaging consistency, execution quality).
To be successful you will need:
- Strong business prioritization capability; able to make clear trade-offs and deliver against outcomes.
- Strong project/program management skills (planning, governance, dependency management, risk/issue management, post-implementation review).
- Strong stakeholder management and influencing skills across multiple channels and senior stakeholders.
- Commercial and analytical mindset: Experience delivering customer engagement/event program with measurable outcomes (financial services/wealth/insurance preferred).
- People management experience (or strong evidence of leading through others), with coaching and performance management capability.
- Strong communication skills (clear, concise, audience-appropriate) and high attention to detail.
HSBCLife2026




