At a Glance
- Tasks: Define and shape outstanding client experiences from scratch.
- Company: Leading global investment manager with a focus on client experience.
- Benefits: Strong package, benefits, and real ownership in your role.
- Other info: Join a small, high-impact team with visibility and growth opportunities.
- Why this job: Be the strategic mind that transforms client journeys into actionable plans.
- Qualifications: Experience in client-facing roles and a knack for strategic thinking.
The predicted salary is between 80000 - 100000 £ per year.
A leading global investment manager is looking for someone to define what an outstanding client experience should look like – and to be the strategic mind that turns that vision into a clear plan others can build. This is a thinking role, not a delivery one. Sitting within a small, senior client experience team, you'll start with a blank sheet of paper and work out what "good" looks like across the entire client journey – then translate it into concepts that PMs, BAs and UX designers can execute. Think shaping the vision behind a new client portal: what's genuinely valuable, what clients should be able to do, and in what order to build it – before handing a clear brief to the delivery team.
Plenty of people can DO. What's rare – and what really matters here – is someone who can THINK: structured, strategic, and instinctively driven to improve the client experience beyond their day job.
WHAT YOU'LL DO- Define client experience standards and journeys from the ground up
- Shape the vision for priority initiatives, then partner with UX and hand clear concepts to the delivery team
- Run the "insights engine" – client surveys and panels that turn feedback into action
- Diagnose gaps and pain points, and own the standards delivery is measured against
- Lead service propositions built around client segments (e.g. insurance) and own client tiering frameworks
- Credible, first-hand client-facing experience in asset management – client service, account management, sales, sales support or similar
- A strategic thinker who's comfortable with a blank sheet of paper
- A natural problem-solver who's improved systems, processes and client experiences
- Someone who has lived the client experience and always had the instinct to make it better
- Confident with stakeholders and able to stand on their own feet in a small, high-contribution team
A genuinely strategic mandate with real ownership and visibility, plus a strong package and benefits. Interested, or know someone who'd be perfect? Drop me a message or apply in confidence.
Locations
Client Experience Strategy & Delivery - Senior Associate Director in Cheshire, Warrington employer: Ramsey Portia
As a leading global investment manager, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to think strategically and innovate. Our commitment to professional growth is evident through tailored development programmes and opportunities to shape the client experience from the ground up. Located in a vibrant city, we offer competitive benefits and a collaborative environment where your ideas can truly make an impact.
StudySmarter Expert Advice🤫
We think this is how you could land Client Experience Strategy & Delivery - Senior Associate Director in Cheshire, Warrington
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ramsey Portia. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Experience Strategy & Delivery - Senior Associate Director in Cheshire, Warrington
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ramsey Portia.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ramsey Portia's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ramsey Portia
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ramsey Portia.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ramsey Portia will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ramsey Portia employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
