Senior Research and Insight Manager

At Rathbones, our purpose is to help more people invest their money well, so they can live well.

We are one of the UK’s leading providers of wealth management, investment management, financial planning and asset management services. We work with individuals and families, charities, trustees, financial advisers and other professional partners to help them make confident decisions about money and investments.

Our advisers take the time to understand each client’s goals, values and circumstances. Together, we create a personalised approach designed to manage, preserve and grow their wealth over the long term.

Our services include discretionary investment management, financial planning, fund and asset management, tax planning, trust and company management, and specialist responsible investment services through Rathbone Greenbank Investments. We also work with financial advisers to help them deliver positive outcomes for their clients.

With roots dating back to 1742, Rathbones has been trusted for generations. Today, we manage £120.7 billion of client assets*, supported by more than 700 investment professionals across 21 offices in the UK and Channel Islands.

Rathbones Group Plc is a FTSE 250-listed company.

*Figures as at 30 June 2026.

Role Title: Senior Research and Insight Manager

Division: Chief Client Office- Insights

Location: London

Contract: 12 Month FTC

Working pattern: Hybrid

About the Role

We’re looking for a Senior Research and Insight Manager to help put the voice of the client at the heart of our decision-making. You’ll shape and deliver our B2C insight strategy and roadmap, using qualitative and quantitative research to generate meaningful insights that support client-led commercial decisions and our ambitious growth plans.

Joining a relatively new and evolving team, you’ll have genuine scope to make your mark, influence how we approach research and insight, and experiment with new ideas and ways of working. It’s an exciting opportunity to join a supportive, creative team where your expertise will help embed client insight across the business.

What you’ll be responsible for

Shape our understanding of B2C clients, identifying key insight needs and using the right mix of research methodologies, innovative approaches, AI-enabled tools and specialist partners to generate meaningful insight.

Turn business strategy into an impactful research and insight roadmap, exploring new technologies and approaches to make research smarter, more agile and increasingly valuable to the business.

Partner with teams across the business to understand their research needs, develop effective briefs and deliver actionable insights that influence commercial and client-led decision-making.

Lead a varied portfolio of research and insight projects, combining qualitative and quantitative research with AI and emerging insight techniques to uncover client needs, behaviours and opportunities.

Champion innovation in research and insight, exploring how AI, new methodologies and creative approaches can enhance the way we gather, analyse and use client insight.

Embed the voice of the client into proposition and service design, helping teams use research effectively while balancing client needs with commercial viability.

Bring together client, market and industry trends to identify opportunities and deliver commercially focused, client-centric recommendations to key stakeholders.

Design and lead engaging workshops, co-creation and ideation sessions, using insight to spark discussion, challenge thinking and turn ideas into action.

Bring insights to life through compelling storytelling, using engaging and innovative formats to make complex findings accessible, memorable and influential.

About you

• If you meet some of these criteria and are excited about the role, we encourage you to apply
• Significant experience leading research and insight within a B2C environment, translating client and market intelligence into clear commercial recommendations.
• Strong understanding of how research and insight can inform proposition development, service design and the end-to-end client journey, including the needs of different client segments.
• Strong practical, hands-on research experience, with a proven track record of designing, running and delivering research projects using a range of qualitative and quantitative methodologies.
• Relevant experience within financial services, ideally wealth management or investment management.
• Highly analytical, with the ability to bring together and interpret multiple data sources, identify meaningful trends and turn complex findings into practical, commercially focused insight.
• Naturally curious and solutions-focused, with strong conceptual thinking and a collaborative approach to solving client and business challenges.
• Strong technical understanding of a broad range of research, insight and analytical tools and platforms.
• Excellent communication, storytelling and influencing skills, with the confidence to present insight clearly and engage senior stakeholders.
• Strong project management skills, with the flexibility to manage competing priorities and deliver high-quality outcomes at pace.

Our offer to you

• We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.
• We offer a comprehensive remuneration package, which we review regularly, and benefits include:
• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance - 8 x salary
• Income protection – 75 % salary

Company share scheme

Discretionary bonus

Flexible holidays – purchase up to 5 additional days

Green Car Scheme

• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you
• Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:
• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones’ and Armed Forces.
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Disability Confident Employer (level 2) under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online, click here. If you require adjustments to apply for a role at Rathbones, please contact us via [email protected] to let us know what adjustments you may need.

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work

• We aim high
• We get it done
• We show we care
• We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.