Vice President Practice Manager - Nutmeg

J.P. Morgan; London; On-site; GBP 100,000 - 150,000; Full time

Job summary

Une entreprise de gestion de patrimoine numérique en pleine croissance recherche un Vice President Practice Manager pour diriger l'équipe Wealth Services. Ce rôle joue un rôle essentiel dans l'optimisation des meilleures pratiques tout en encadrant et en développant une équipe dynamique. Les candidats doivent avoir une expertise en gestion de patrimoine, des capacités de vente et un savoir-faire réglementaire. Si vous êtes passionné par la gestion de patrimoine et le coaching, rejoignez-nous !

Qualifications

• Expérience significative dans la gestion de patrimoine avec des produits d'investissement.
• Succès démontrable dans les performances de vente et le coaching.
• Connaissance des produits financiers et des réglementations actuelles.

Responsibilities

• Diriger et encadrer l'équipe tout en garantissant un service client exceptionnel.
• Analyser les données pour identifier des opportunités d'amélioration.
• Promouvoir une culture axée sur une expérience client exceptionnelle.

Skills

Wealth Management Expertise

Sales & Coaching Excellence

Regulatory Knowledge

Target Achievement

Compliance & Quality Assurance

Education

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

RDR Compliant Level 6 Qualifications (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.

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!