Client Proposition Manager

Ellis James Partners Limited; South Kiscadale; Hybrid; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Hybrid working

Job summary

St. James's Place practice seeks a strategic Client Proposition Manager to define the client proposition, lead Salesforce initiatives and shape the client experience. You will collaborate with senior directors to develop sector-focused propositions and align services with growth goals.

The role offers hybrid working on the South Coast and a clear path to leadership within a £1bn wealth management context.

Qualifications

• Proven experience developing propositions and customer journeys.
• Ability to influence senior stakeholders and translate strategy into action.
• Experience leading CRM/Salesforce transformation initiatives.
• Knowledge of wealth management dynamics and client segmentation.

Responsibilities

• 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.

Skills

Proposition Management

Client Experience

Customer Strategy

CRM / Salesforce Transformation

Wealth Management Leadership

Tools

Salesforce

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