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.