Digital Segment Lead – Client Acquisition at Investec

Description of the role 

• Responsible for leading, shaping, and delivering digital strategies that drive client acquisition across defined market segments. This role acts as a trusted advisor and transformation partner across digital, technology, data, marketing, and frontline teams to convert high-intent prospects into valuable clients through seamless, data-enabled digital journeys.
• The Digital Segment Lead (Acquisitions) owns the strategic direction and operational execution of digital acquisition campaigns, tools, and touchpoints – from awareness and lead generation through to onboarding. They ensure alignment with the organisation's growth strategy, segment objectives, and compliance standards.

Key responsibilities

Segment-Led Acquisition Strategy

• Define in partnership with segment leads the digital acquisition roadmap for the target segment, including digital channels, messaging, journeys, and conversion levers
• Translate segment insights into prioritized digital journeys, nudges, and value propositions that resonate with prospective clients
• Align acquisition efforts with product readiness, credit policy, and onboarding capabilities

Cross-Functional Leadership

• Collaborate with Technology, Marketing, Data, Risk, and Compliance teams to build and refine scalable digital acquisition journeys
• Drive integration of digital with human channels (e.g., bankers and the client support centre) where relevant for conversion

Performance Management

• Track, analyse, and optimize acquisition funnels from top-of-funnel to conversion, using KPIs such as CPL, CAC, and digital onboarding rates.
• Run test-and-learn initiatives (A/B, multivariate, audience segmentation) to refine acquisition campaigns.

Technology & Service Enablement

• Guide delivery of digital capabilities (e.g., prequalification tools, document upload, eKYC, QR journey starts) that enable acquisition.
• Partner with platform and product teams to ensure service availability and readiness for scale

Financial & Compliance Oversight

• Monitor acquisition spend against budget to ensure cost-efficiency and alignment with ROI target
• Ensure all acquisition activities meet regulatory, data privacy, and risk requirements

Qualifications, Experience and Skills required

• 7+ years in a digital product manager, client acquisition strategy, digital transformation lead role, ideally within financial services or fintech.
• Experience with the e-commerce environment beneficial
• Proven experience launching and scaling digital acquisition initiatives
• Strong understanding of performance marketing metrics, data-driven optimization, and journey design
• Deep knowledge of acquisition funnels, from lead generation to digital onboarding
• Strong analytical skills 
• Excellent cross-functional collaboration and stakeholder influence
• Understanding of digital regulatory and data compliance (e.g., POPIA, FICA)
• Outcome-driven mindset with a bias for experimentation and iteration
• Exposure to HNW/Bespoke acquisition models
• Experience with CRM tools (Microsoft Dynamics) personalization platforms, or client onboarding systems
• Background in banking, insurance, or investment products
• Experience with Agile methodologies and tools such as Scrum and Jira