Vice President Practice Manager - Nutmeg
Vice President Practice Manager - Nutmeg
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Job Description
Nutmeg is the UKs 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 Chases digital bank in the UK.
As a Vice President Practice Manager youll 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!
Required Experience:
Chief
Employment Type
Full-Time
