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.