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