Interim Lead, Client Pathways

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

We're looking for an experienced wealth management professional to lead the delivery of a client pathways framework and proposition hub that will become key foundations of our client experience and proposition governance model. This is a hands-on role focused on implementation rather than strategy. Over a six-month period, you'll translate existing concepts into practical, business-ready assets that support good client outcomes, Consumer Duty requirements and consistent delivery across the client lifecycle. Working with stakeholders across Proposition, Advice, Investment, Client Service, Risk, Compliance, Marketing and Technology, you'll create sustainable frameworks and governance processes.

What you’ll be responsible for:

• Deliver an end-to-end client pathways framework covering acquisition, onboarding, ongoing servicing and offboarding.
• Ensure pathways are aligned to client segments, propositions, service models and Consumer Duty requirements.
• Build and implement a proposition hub and library as the firm’s single source of truth.
• Establish governance, ownership, review cycles and change management processes.
• Partner with senior stakeholders to secure buy-in, approval and business adoption.
• Work closely with Risk and Compliance to ensure regulatory readiness and evidential standards are met.
• Lead transition and handover activities to ensure ongoing ownership beyond the contract term.

About you:

• Substantial senior-level experience within UK wealth management, financial advice, or asset management, with direct responsibility for proposition design, client experience, pathways frameworks, or knowledge management in a regulated environment.
• A track record of hands-on delivery and implementation, not just strategic design.
• Strong working understanding of Consumer Duty in practice, including fair value assessments, target market statements, suitability frameworks, and the evidential standards expected by the FCA.
• Demonstrable experience building or managing a proposition function, knowledge hub, or library, including ownership of taxonomy, version control, accountability models, and review cycles.
• Strong communicator with the credibility to influence senior stakeholders and the commercial judgement to deliver successfully within a fast-paced, time-bound assignment.
• Experience working with or presenting to regulatory bodies (FCA, PRA) on proposition matters, pathways, or Consumer Duty.
• Familiarity with client segmentation, persona development, and service design methodologies.
• Experience implementing knowledge management platforms or proposition hubs on SharePoint, internal intranets, or similar collaboration tools.

Our offer to you:

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance - Individual on joining, family after 1 year's service
• Life assurance - 8 x salary
• Company share scheme
• Discretionary bonus
• Flexible holidays - purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies - enhanced family leave for parents & carers
• Study support - study days and funding for courses and qualifications
• Season travel ticket loans
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones' and Armed Forces.
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones:

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Disability Confident Employer (level 2) under the UK Government scheme.

Mission:

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we’re part of. Our values shape how we work:

• We aim high
• We get it done
• We show we care
• We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.