Senior Client Proposition Lead (Hybrid)

Ellis James Partners Ltd; United Kingdom; Hybrid; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Hybrid working

Senior leadership role

Job summary

Ellis James Partners Ltd on the UK South Coast is seeking a Client Proposition Manager to shape a new growth phase. This hybrid role focuses on defining the client proposition, enhancing Salesforce use, and creating sector-focused client experiences.

You will work with directors to design propositions, refine client journeys, and drive strategic initiatives that differentiate the business in a competitive market.

Qualifications

• Experience developing propositions or customer journeys.
• Strong Salesforce or CRM expertise.
• Commercial and strategic thinking.
• Ability to influence senior stakeholders.

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

Ellis James Partners Ltd on the UK South Coast is seeking a Client Proposition Manager to shape a new growth phase. This hybrid role focuses on defining the client proposition, enhancing Salesforce use, and creating sector-focused client experiences.

You will work with directors to design propositions, refine client journeys, and drive strategic initiatives that differentiate the business in a competitive market.