Gillian Green
Edinburgh
Summary
Strategic and results-driven Senior Manager with extensive experience leading high-performing teams, shaping market leading propositions and delivering commercial results in the financial services sector. Adept at building strong stakeholder relationships, aligning cross functional teams, and using data and insight to drive customer-centric initiatives. A passionate leader with expertise in pensions, savings retirement and financial wellness.
Overview
18
18
years of professional experience
Work history
Workplace Proposition Lead
Phoenix Group
01.2023 - 12.2024
- Led a high performing team to design, develop and deliver differentiated propositions aligned with customer needs and market expectations whilst managing risks, budgets and resources.
- Built strong relationships with third party suppliers to ensure contract setup and delivery within budget and scope.
- Owned and deployed the Financial Wellness Roadmap, including KPI development and performance tracking.
- Collaborated with cross functional teams, including Distribution, Marketing, Legal, Data Protection and Risk teams to ensure successful implementation within timescales and governance of customer propositions.
- Used data and insight to inform proposition strategy and development, aligning outputs to business goals.
- Built strong business cases for approval and design of new propositions.
- Crafted messaging and positioning of products for Bid teams, Distribution, clients and Advisers.
- Drove Take to Market strategies, identifying adviser/employer engagement opportunities and tracking uptake and success through regular stakeholder forums.
- Worked directly with EBCs, Advisers and Standard Life clients to develop insight led solutions, tailored to customer needs.
- Developed and execute data driven strategies to influence proposition uptake, aligning insights with distribution and client engagement plans.
- Positioned propositions effectively by using market intelligence and behavioural analytics to shape strategic priorities and drive business growth.
Key successes: - Led and delivered market leading Open Banking App, Financial Coaching tools and Financial Education propositions for Workplace customers.
- Exceeded customer target re-engagement figures through collaboration with marketing and distribution teams to develop outstanding campaign and messaging.
- Stepped into a leadership role during a challenging period where morale low and deadlines at risk. Through strategic planning and directly supporting individuals, quickly stabilised team, met deadlines and took employee satisfaction ratings from 20% to 100%.
Snr Proposition Manager
Phoenix Group
01.2022 - 01.2023
- Acted as IGC and SLMTC Business Lead, securing the highest Value for Money rating for Standard Life by leveraging data and engagement insights.
- Built trusted relationships with governance committees, leading quarterly discussions and addressing challenges.
- Harnessed data and customer insight to shape strategic narratives and proactively engage with Governance Committees.
- Effectively influenced decision-making by aligning insights with regulatory expectations, demonstrating value for money and evidencing customer outcomes to secure committee confidence and endorsement.
- Proposed and delivered enhancements to financial wellness journeys based on detailed customer touchpoint analysis.
- Influenced prioritisation of digital and marketing initiatives, increasing customer engagement and key propositions.
Senior Marketing and Communications Manager
Standard Life and Abrdn
01.2015 - 01.2022
- Following a restructure, successfully turned around demotivated team into high performing team, recognised both internally and externally.
- Led a high-achieving team to deliver campaigns for Standard Life Workplace Pension and Flex clients, achieving significant commercial impact.
- Designed and implemented a commercial model to generate fee income via communication services.
- Introduced a new content process that achieved 100% client adoption and delivered measurable business savings.
- Built enduring client relationships, developing tailored communication strategies that supported retention and new business wins.
- Collaborated with Proposition teams to build automated engagement journeys targeting diverse age segments with notable success in younger mid-life demographics.
Various Communication Manager Roles
Standard Life
01.2007 - 01.2015
- Created award winning multi-channel campaigns that retained major workplace clients and secured new business.
- Identified opportunity to develop campaign and data-driven reporting solutions for clients, demonstrating measurable outcomes.
- Strengthened client relationships by aligning reporting with their strategic objectives and delivering insight to support decision making.
- Partnered with insight and data teams to embed automated insight and measurement into campaign strategy.
- Initiated employee research groups to test campaign messaging, leading to more targeted, successful future strategies.
- Established and managed a customer facing education team. Responsible for everything from recruitment, presentation messaging and design, external promotion and performance metrics.
Education
CII Diploma - Financial Planning
CII
CIM Post Graduate Diploma - Professional Marketing
CIM
BA Hons - Languages
International Business Management
Skills
- Leadership and team building
- Stakeholder Engagement
- Problem Solving
- Project Management
- Commercial Acumen and Budget Ownership
- Customer-Centric
- Data-Driven Decision Making
- Calm under pressure
Timeline
Workplace Proposition Lead
Phoenix Group
01.2023 - 12.2024
Snr Proposition Manager
Phoenix Group
01.2022 - 01.2023
Senior Marketing and Communications Manager
Standard Life and Abrdn
01.2015 - 01.2022
Various Communication Manager Roles
Standard Life
01.2007 - 01.2015
CIM Post Graduate Diploma - Professional Marketing
CIM
BA Hons - Languages
International Business Management
CII Diploma - Financial Planning
CII
Similar Profiles
Hassan MiahHassan Miah
Lead Climate Risk Oversight Actuary – Financial Risk at Phoenix GroupLead Climate Risk Oversight Actuary – Financial Risk at Phoenix Group
Lacortney L McDowellLacortney L McDowell
Operator at Phoenix GroupOperator at Phoenix Group
Nicola EllisNicola Ellis
Employee Relations Adviser (Secondment) at Phoenix GroupEmployee Relations Adviser (Secondment) at Phoenix Group
KATE MASSONKATE MASSON
Analyst – Customer Operations Senior Representative at Phoenix GroupAnalyst – Customer Operations Senior Representative at Phoenix Group
Tina SmithTina Smith
Associate, Global Compensation Accounting at BlackRockAssociate, Global Compensation Accounting at BlackRock