Full job description
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.