Client Proposition Manager

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