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
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Client Proposition Manager employer: Ellis James Partners Limited
As a Technical Administrator in Financial Planning, you'll thrive in a dynamic and supportive environment that prioritises client relationships and professional growth. Our Cheltenham office fosters a collaborative culture where your contributions are valued, and we offer clear pathways for career advancement, including the opportunity to transition into a Financial Adviser role. With competitive compensation and a focus on employee development, we ensure that you have the resources and support needed to excel in your career while making a meaningful impact on our clients' financial journeys.
Contact Details:
Ellis James Partners Limited Recruitment Team
