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.

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