Client Proposition Lead: Growth & Salesforce Strategy

Client Proposition Lead: Growth & Salesforce Strategy

Full-Time On-site
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St. James's Place is seeking a newly created Client Proposition Manager to shape the next growth phase. You will design the client proposition, lead Salesforce strategy, and develop sector-focused propositions to differentiate the client experience in a competitive market.

You will work closely with directors and adviser teams to build and implement segmentation, service models and end-to-end client journeys that support long-term growth.

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Client Proposition Lead: Growth & Salesforce Strategy employer: Ellis James Partners

Join a prestigious Wealth Management firm in the heart of London, where your career as a Trainee Financial Advisor can flourish through a structured development programme. With a strong emphasis on mentoring and professional growth, you'll gain invaluable experience working alongside seasoned Wealth Managers, all while enjoying a vibrant work culture that prioritises employee wellbeing and collaboration. Benefit from competitive bonuses, hybrid working options, and a host of perks designed to support your journey towards becoming a Chartered Financial Planner.

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Contact Details:

Ellis James Partners Recruitment Team