Vice President Practice Manager - Nutmeg

OverviewNutmeg 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.

Responsibilities

Leadership and 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 and 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 and 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 ..... full job details .....