Strategy and Growth Lead (Wealth Management)

Your Resourcing Partner Ltd; City Of London; Hybrid; GBP 42,000 - 50,000; Full time

Job summary

A leading financial services firm is seeking a Strategy & Growth Lead to shape the future of their operations in central London. This role, pivotal for growth, entails developing strategic plans, improving client outcomes, and collaborating closely with the team. Ideal candidates will possess strong strategic thinking and delivery skills, backed by experience in relevant fields such as consulting or operations. The position offers a salary of up to £50,000 and a discretionary bonus, with flexibility for hybrid work arrangements.

Benefits

Discretionary bonus up to 20%

Auto-enrolment Pension Scheme

Hybrid work option (2 days WFH)

Qualifications

• Proven track record in strategic roles or leadership positions.
• Excellent communication and judgment skills.
• Experience in project or business management.

Responsibilities

• Develop the strategic roadmap and translate goals into priorities.
• Build systems to support growth and improve client relationships.
• Lead strategic projects and ensure effective delivery.

Skills

Strategic thinking

Execution

Delivery skills

Emotional intelligence

Problem-solving

Collaboration

Education

Experience in strategy, consulting or operations

Experience in financial or professional services

Job description

Strategy & Growth Lead

Location: London (Hybrid)

Salary: Up to £50,000 + discretionary bonus up to 20%

Employment Type: Full-time / Hybrid

We are recruiting for a Strategy & Growth Lead for a successful Senior Partner Practice of St. James’s Place Wealth Management, based from their central London office. The business is on a long-term mission to meaningfully improve the lives of the families they serve, helping them make smarter decisions, gain clarity, and build long-term financial confidence.

Their ambition to grow 10x in 10 years is driven by impact: the more they grow, the more families they can support through thoughtful financial planning, advice, and lifelong partnership. Currently the company has £85m FUM.

As such they are now seeking a Strategy & Growth Lead to help design and build the next decade of the practice.

About the Role

This is a forward-looking, strategic role focused on building the systems, structures and initiatives the practice will need over the next 1–3 years.

While the Operations Manager oversees day-to-day activities, you will be responsible for shaping the future, developing strategic plans, improving how we grow, and introducing scalable tools that support consistently excellent client outcomes.

You will work closely with the Founder and wider team to turn ideas into action and strengthen the long-term capabilities of the firm.

Key Responsibilities

• Develop the strategic roadmap and translate long-term goals into quarterly and annual priorities.
• Build structured, scalable systems to support sustainable growth and improved client relationships.
• Lead strategic projects across Advisers, Operations and external partners, ensuring effective planning and delivery.
• Create tools, templates and processes to enhance adviser capability and client delivery.
• Oversee marketing, events, partnerships and outreach activities in collaboration with external brand and communication partners.
• Support strategic decision-making with clear summaries, insights and recommendations.
• Introduce new tools, systems and methods that the practice will grow into over the next 1–3 years.

What Success Looks Like (First 12 Months)

• A clear strategic roadmap guiding the next stage of the firm’s development.
• Key initiatives successfully delivered from concept through to completion.
• Improved adviser tools, processes and consistency.
• A smoother and more structured client experience.
• Predictable marketing and outreach activity with improved reporting.
• Stronger internal alignment around priorities and long-term direction.

What You Bring

Mindset & Attributes

• Strategic thinker with strong execution and delivery skills.
• Excellent communication, judgment and emotional intelligence.
• Calm, reliable, collaborative and low-ego approach.
• Strong ownership, initiative and problem‑solving skills.
• High levels of integrity, maturity and professionalism.
• Flexible in approach
• Strong team player - able to work in an often ambiguous environment during periods of growth

Experience (Flexible)

• We welcome applicants from a range of backgrounds, including :
• Strategy, consulting or operations
• Project or business management
• Financial or professional services
• High‑growth or entrepreneurial environments
• Founder / operator experience

Compensation

• Salary: Up to £50,000
• Bonus: Discretionary, up to 20%.
• Auto‑enrolment Pension Scheme
• Location: London, EC3V / Hybrid opportunity (option of 2 days WFH)

How to Apply

To apply for this role, please apply online with your CV and brief covering letter confirming your suitability for the role.