Client Strategy Lead

St. James’s Place; London; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

Ein etabliertes Unternehmen im Finanzsektor sucht einen talentierten Fachmann, der die Kundenstrategie und das Proposition Design vorantreibt. In dieser spannenden Rolle werden Sie die End-to-End-Kundenreise neu gestalten und innovative, kundenorientierte Lösungen entwickeln. Sie werden als interner Vordenker fungieren, um sicherzustellen, dass die Strategien sowohl kommerziell attraktiv als auch strategisch ausgerichtet sind. Wenn Sie eine Leidenschaft für Exzellenz und Innovation haben und in einem dynamischen Umfeld arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Benefits

28 Tage Urlaub plus Feiertage

Elternzeit (28 Wochen Vollzeitvergütung)

Private Krankenversicherung (optional)

10% nicht beitragsorientierte Rente

Qualifications

• Erfahrung im UK-Finanzsektor, insbesondere in der Kundenstrategie.
• Fähigkeit, komplexe Situationen zu klären und Lösungen zu finden.

Responsibilities

• Leiten der Bemühungen zur Neugestaltung der Kundenreise.
• Zusammenarbeit mit dem Client Strategy Team zur Entwicklung der Strategie.

Skills

Strategisches Denken

Propositionsdesign

Innovationsmanagement

Stakeholder-Management

Analytische Fähigkeiten

Kommunikationsfähigkeiten

Education

Bachelor in Betriebswirtschaft

Master in Finanzdienstleistungen

Job description

Are you ready to chart your own career path? At SJP, we need talented individuals like yourself to support our evolving culture. If you’re seeking an employer that is passionate about excellence, innovation, and autonomy, SJP could be the place for you.

At a glance:

Location: Cirencester Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid-Senior Level

The role:

We are enhancing our clients’ end-to-end experience of advice. Our 2030 strategy has articulated a vision for our clients. You will elaborate on this and help ensure its realisation.

You will be recognised as an expert in articulating a client strategy, and then overseeing the design and implementation of an end-to-end client journey that can deliver that strategy.

You will coordinate a multi-disciplinary effort to envisage and then design the future client experience. You will consider the ‘end-to-end’ client experience, which includes both offline and online channels. You will also ensure a client-centric approach to experience design.

In addition, you will be an internal thought leader regarding how our clients experience our planning and advice proposition. You will work with other subject-matter experts to identify areas for improvement.

You will contribute to other client proposition initiatives, particularly within the Client Strategy team, ensuring that our Group’s client propositions are complementary and distinct. As part of our client function, you will be an internal advocate for our clients and their outcomes.

What you'll be doing:

1. Help to deliver our strategy regarding our advice proposition.
2. Work with Client Strategy colleagues to articulate a client strategy aligned with the new strategic goals.
3. Assess our current end-to-end client experience.
4. Lead efforts to redesign our clients’ end-to-end experience of advice, ensuring an innovative, client-centric, and strategically aligned design that is also commercially attractive.
5. Act as an internal thought leader on our clients’ experience of advice.
6. Coordinate with corporate strategy and change delivery teams to ensure alignment.
7. Support client function colleagues with client reporting, outcome delivery and monitoring, research, insights, and thought leadership.
8. Monitor industry trends, regulatory changes, and competitor strategies to inform improvements.
9. Represent the team in governance committees, providing oversight on client strategy, propositions, and outcomes.
10. Advocate internally for our clients and our approach to achieving good client outcomes.

Who We Are Looking For:

We seek a financial services professional with strong skills in strategy, proposition design, innovation, and experience. You should have a track record of bringing clarity to complex situations, with problem-solving, analytical, strategic, and stakeholder management skills. Experience in guiding propositional change within large, complex organizations is essential. You should be comfortable working with data, identifying risks and opportunities, and translating insights into clear recommendations. Strong communication, resilience, and a collaborative mindset are key.

• Deep experience in the UK financial advice sector, especially in client strategy and proposition design.
• Experience in envisioning and overseeing end-to-end client experiences.
• Understanding of SJP’s business model, strategy, and client propositions, or similar.
• Knowledge of key financial products and investment management.
• Awareness of sector innovations, including regulatory, technological, operational, and experiential changes.
• Experience engaging senior stakeholders and influencing decision-making.
• Excellent communication skills for presenting insights and guiding teams.
• Knowledge of Consumer Duty and relevant regulatory topics.

Special Requirements:

Some national travel may be required, primarily between Cirencester and London, with occasional overnight stays.

What’s in it for you?

We offer a competitive package including an annual bonus, 28 days of leave plus bank holidays (with options to purchase additional days), and an online rewards platform. Benefits include:

• Parental leave (28 weeks full pay)
• Private medical insurance (optional)
• 10% non-contributory pension, increasing with service

Reasonable Adjustments

We are an equal opportunities employer committed to accessibility and inclusion. Please contact us at [e-mail] if you require adjustments during the recruitment process.

Research indicates that applicants from underrepresented groups or those with career breaks are encouraged to apply if they demonstrate transferable skills, even if they do not meet every criterion.

What’s next?

If you are excited about this role and believe you have the skills and experience, please apply by clicking ‘apply’ below. Our team will contact you. As a regulated business, we recommend reviewing FCA conduct regulations and consumer duty obligations before your interview.