Vice President Practice Manager - Nutmeg

J.P. Morgan; City Of London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading digital wealth management firm is seeking a Vice President Practice Manager to lead its Wealth Services team in London. The ideal candidate will possess significant experience in wealth management and a proven sales performance record. You will be responsible for driving client relationships, strategic development, and enhancing team performance to deliver outstanding client experiences. This role offers the opportunity to significantly impact the future of digital wealth management in the UK.

Qualifications

• Significant experience in relationship management or business development within Wealth Management.
• Proven ability to work with investment products and clients across various asset values.
• Ability to improve lead generation and conduct high-quality fact-finding conversations.

Responsibilities

• Lead and inspire the Wealth Services team to optimize client service.
• Drive the team to increase client asset share while ensuring top-tier service.
• Champion a culture focused on delivering outstanding client experiences.

Skills

Wealth Management Expertise

Sales & Coaching Excellence

Regulatory Knowledge

Target Achievement

Compliance & Quality Assurance

Education

RDR Compliant Level 4 qualification (PFS, CISI, CFA equivalent)

Job description

Nutmeg is the UK’s largest truly digital wealth manager, offering clarity and transparency to both seasoned and first-time investors as they seek to achieve their financial goals. through the powerful combination of an easy-to-use, adaptable investment service and market-leading human guidance and advice. Nutmeg is a J.P. Morgan company offering investments and digital wealth management services to consumers, complementing Chase’s digital bank in the UK.

Overview

As a Vice President Practice Manager, you'll be an experienced professional within the Wealth Management space. Nutmeg is seeking a dynamic VP Practice Manager to lead and inspire our Wealth Services team. This role is pivotal in optimising best practices across the team, providing structured training, development, and real-time coaching to ensure exceptional client service and business growth.

Key Responsibilities

• Leadership & Coaching: Lead by example with a strong track record of individual sales performance. Coach and mentor team members to enhance their skills, enabling them to deliver complex and technical content in a simple, transparent manner.
• Client Relationship Management: Drive the team to increase client asset share while ensuring top-tier service and support.
• Strategic Development: Analyse data and identify opportunities for improvement. Collaborate across teams and business areas to influence growth plans and proposition development.
• Client Experience: Champion a culture focused on delivering outstanding client experiences and achieving positive customer outcomes.

Required Qualifications, Capabilities, and Skills

• Wealth Management Expertise: Significant experience in relationship management or business development within Wealth Management, with a proven ability to work with investment products and clients across various asset values in both managed and self-selected investments with excellent market knowledge.
• Sales & Coaching Excellence: Demonstrable success in individual sales performance and coaching others to succeed. Ability to improve lead generation, close business, and conduct high-quality fact-finding conversations.
• Regulatory Knowledge: Up-to-date knowledge of retail financial products, markets, and regulatory expectations. RDR Compliant Level 4 qualification (PFS, CISI, CFA equivalent) is required.
• Target Achievement: Proven ability to exceed new business and retention targets, manage client referrals, and build long-lasting relationships.
• Compliance & Quality Assurance: Work closely with quality and compliance teams to ensure documentation and CRM systems are current, maintaining service quality and regulatory compliance.

Preferred Qualifications, Capabilities, and Skills

• RDR Compliant Level 6 Qualifications (CISI, CFA equivalent) are preferred.

Join Nutmeg and be part of a team that is transforming the digital wealth management landscape. If you have a passion for sales, coaching, and delivering exceptional client experiences, we want to hear from you!