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.
Client Proposition Manager employer: Ellis James Partners Limited Careers
Join a dynamic and supportive financial planning firm in Staffordshire, where you'll have the chance to inherit a substantial client book and develop your career in a friendly, ambitious environment. With options for both employed and self-employed roles, hybrid working arrangements, and a strong focus on employee growth, this is an excellent opportunity for those looking to make a meaningful impact while enjoying a collaborative work culture. Benefit from competitive earnings potential, ongoing support, and the possibility of future company buy-in as you contribute to the firm's success.
Contact Details:
Ellis James Partners Limited Careers Recruitment Team
