Client Proposition Manager

Client Proposition Manager South Coast (Hybrid) £60,000-£80,000+ Most wealth management firms focus on growth. Few create a role dedicated to defining the client experience. We''re supporting a leading St. James''s Place practice in the appointment of a newly created Client Proposition Manager to help shape the next stage of its growth. This is a strategic leadership role with responsibility for designing the client proposition, enhancing the use of Salesforce, developing sector-focused propositions, and helping create a client experience that differentiates the business in a competitive market. This is an opportunity to build rather than inherit. The Role You''ll work closely with the directors and adviser team to: 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 About YouWe''re interested in speaking with individuals who have experience in: Proposition Management Client Experience Customer Strategy CRM / Salesforce Transformation Wealth Management Leadership You''ll ideally bring: Experience developing propositions or customer journeys Strong Salesforce or CRM expertise Commercial and strategic thinking Confidence influencing senior stakeholders A genuine desire to build and drive change Why Join? Senior leadership appointment £1bn wealth management ..... full job details .....