Client Proposition Senior Manager

Rathbones provides individual investment and wealth management services for private clients charities trustees and professional partners. We have been trusted for generations to manage and preserve our clients wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UKs most responsible wealth manager.

We see it as our responsibility to invest for everyones tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients make a wider contribution to society and create a lasting legacy. Thinking acting and investing responsibly.

Job Title: Senior Client Proposition Manager

Department: CCO

Location: London

Contract Type: 12 month secondment / fixed term

The Role

To support client proposition activity within Rathbones aligned with Group strategy including design development delivery and ongoing ownership. Ensure client need satisfaction and experience are key components of future proposition development.

Outcomes of the Role

• Manage the development and deployment of a range of client facing propositions that are calibrated to meet multiple client needs recognising life-stage investment risk appetite and channel preferences. Proposition development should be conceived at both individual and portfolio level.
• Ongoing ownership of specific propositions including periodic review KPI monitoring (commercial client risk conduct) utilisation and alignment to client segmentation strategy
• Market scanning and reporting in place to improve benchmarking for fair value; VFM for clients; total costs to client; competitor awareness; business leadership knowledge and decision making. Ongoing consideration of new analysis tools e.g. behavioural economics.
• Proposition choice criteria to include client insights brand channel/target market marketing strategy
• Client and User Experience design standards that deliver against brand client expectations and proposition promises recognising Rathbones blend of human and digital contact points.
• Show leadership in managing and resolving live proposition issues coordinating resource to ensure bottlenecks and problems are escalated and resolved
• Work closely with teams across group to ensure processes are lean efficient and support growth
• Management of 3rd party suppliers/contractors. Ensure they are engaged and committed to supporting our objectives and that actions are delivered in a timely fashion.
• Elevates and champions client experience group-wide; setting standards of continuous improvement.
• Contribute towards the continuing development of the Group by participating in projects committees and other activities as requested from time to time.
• Champion lean processes and continuous improvement across proposition delivery.
• Troubleshoot live proposition issues and coordinate cross-functional resolution efforts

Knowledge & Experience

• Relevant business experience preferably in Wealth and/or Asset Mgmt.
• Proven track record in senior proposition or strategy roles within wealth management having track record to design develop and own client-facing propositions.
• Technical background in financial services.
• Demonstrated ability to guide strategic investments and enhancements.
• Professional investment qualification BA/MBA desirable.
• Outstanding communication and presentation skills and experience leading cross-functional teams and influencing senior stakeholders.
• Strong project management skills and proactive problem-solver with a bias for action and continuous improvement.
• Ability to consolidate facts and produce credible recommendations
• Good attention to detail
• Able to work unsupervised
• Working Relationships - Actively seek to build constructive relationships and networks both internally and externally
• Outline knowledge of investment vehicles and investment markets
• A sound understanding of the investment process .
• Strategic thinking with operational execution with broad understanding of settlement and operational processes.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones we provide meaningful work opportunities and a voice to all.

We are committed to building a team that is made up of diverse skills experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values those that are passionate about client service operate with the highest levels of integrity and have a strong results focus.

Were a Level 1 Disability Confident employer under the UK Government scheme. This means weve signed up to a set of commitments around how we recruit retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need.