Client Proposition Manager

Client Proposition Manager
South Coast (Hybrid) | £60,000-£80,000+
 
Most wealth management firms focus on growth.
Few create a role dedicated to defining the client experience.
 
We're supporting a leading St. James's Place practice in the appointment of a newly created Client Proposition Manager to help shape the next stage of its growth.
 
This is a strategic leadership role with responsibility for designing the client proposition, enhancing the use of Salesforce, developing sector-focused propositions, and helping create a client experience that differentiates the business in a competitive market.
 
This is an opportunity to build rather than inherit.
 
The Role You'll work closely with the directors and adviser team to:

Design and implement the client proposition
Develop client segmentation and service models
Lead Salesforce strategy and utilisation
Create propositions for target client sectors
Improve the end-to-end client journey
Support the firm's long-term growth strategy
About You
We're interested in speaking with individuals who have experience in:

Proposition Management
Client Experience
Customer Strategy
CRM / Salesforce Transformation
Wealth Management Leadership  
You'll ideally bring:

Experience developing propositions or customer journeys
Strong Salesforce or CRM expertise
Commercial and strategic thinking
Confidence influencing senior stakeholders
A genuine desire to build and drive change
Why Join?
Senior leadership appointment
£1bn wealth management business
Newly created strategic role
Significant autonomy and influence
Hybrid working
£60,000-£80,000+ depending on experience  
For a confidential discussion, please get in touch