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Retail Client Strategy and Business Management Lead

St. James's Place


Job Location:

London - UK

Monthly Salary: Not provided by the employer
Posted: 14 October 2026 (10 days ago)
Application Deadline: 11 January 2027
Vacancies: 1 Vacancy

Job Summary

Are you ready tochart your own career path With our refreshed strategy were building on our rich heritage and transforming our business to be more scalable and efficient unlocking the capabilities needed for future success. This includes significantly investing in technology streamlining the way we work and creating an environment where colleagues feel engaged empowered and accountable; where they can show up speak up and perform - because we believe in the difference our work makes.

At a glance:

Location: London - Paddington

Workplace Type:Hybrid

Employment Type: 12 month Fixed-Term Contract

Seniority:Mid-Senior Level

About the Role

Were looking for a Retail Client Strategy and Business Strategy Lead to join our Client Communications and Marketing (CCM) Directorate for a fixed term of 12 months. This is an exciting opportunity to help develop our approach for retail clients with simpler needs and less investable wealth. You will also support the efficient coordination oversight and delivery of key strategic priorities across the directorate.

Working closely with senior leaders including the Business Manager Retail Proposition Director and Chief Client Officer youll combine strategic thinking with strong organisational capability to turn priorities into plans. Through analysis stakeholder collaboration and effective governance youll help drive important outcomes for clients and support the successful delivery of our broader business objectives.

What Youll Be Doing
  • Support the development and evolution of our approach to serving retail clients translating agreed proposition direction into clear priorities plans and recommendations.
  • Analyse client commercial operational and market insight to develop evidence-based proposals across segmentation service models client experience pricing and engagement strategies.
  • Maintain and develop the retail client strategy roadmap ensuring decisions are supported by relevant data and insight.
  • Coordinate cross-functional workstreams managing milestones dependencies risks actions and stakeholder engagement to ensure successful delivery.
  • Prepare high-quality briefing papers executive summaries and recommendations for leadership teams governance forums and senior stakeholders.
  • Lead elements of business planning and reporting activity producing clear management information on priorities performance risks and delivery progress.
  • Maintain governance frameworks reporting calendars action logs and forward plans ensuring agreed actions are supervised and delivered.
  • Support budget resource risk and business continuity activities by coordinating inputs and identifying emerging issues requiring attention.
  • Deliver strategic reviews and priority projects assessing options and recommending practical next steps for decision-makers.
  • Build positive relationships across the business influencing stakeholders and driving progress while appropriately raising significant risks or dependencies.
About You

You are a commercially minded and highly organised strategy professional who enjoys turning complex challenges into practical actionable solutions. Comfortable working with senior stakeholders you combine strong analytical capability with excellent communication skills to create clear decision-ready outputs. You thrive in a collaborative environment bringing structure influence and momentum to central initiatives while maintaining a strong focus on client outcomes.

Essential Criteria
  • Experience supporting strategy development proposition design business planning or commercially focused critical initiatives.
  • Strong planning governance and project coordination skills with the ability to prioritise stakeholders and dependencies simultaneously.
  • Excellent analytical skills coupled with proficiency in interpreting quantitative and qualitative data and redefining insights into clear recommendations and executive-level materials.
  • Strong communication and stakeholder management skills with the confidence to work effectively across senior leadership teams and subject matter experts.
Desirable Criteria
  • Experience within financial services wealth management or a regulated environment.
  • Understanding of client proposition development pricing strategies customer experience design or retail client segmentation.

Please note: This role is a 12-month fixed-term contract and will require occasional travel within the UK.

Whats in it for you

Whatever stage of life youre in our benefits are designed to provide the support flexibility and peace of mind you need to thrive both at work and beyond.

In addition to our discretionary annual bonus scheme which reflects both individual and company performance youll benefit from a market-leading benefits package tailored to support your wellbeing financial security and family life.

Our benefits include:

  • 28 days annual leave plus bank holidays with the option to purchase up to 5 additional days.
  • Private Medical Insurance company-funded cover for you and your immediate family
  • Generous Pension Scheme a non-contributory employer contribution of 10% increasing with length of service up to 15% plus the opportunity to increase this through salary sacrifice
  • Enhanced Parental Leave up to 26 weeks full pay to support growing families.
  • Protection Benefits company-funded critical illness cover income protection and life assurance
  • EV salary sacrifice scheme through Tusker

Reasonable Adjustments
Were an equalopportunities employer and want to ensure our recruitment process is accessibleand inclusive for all if you require reasonable adjustment(s) at any stageplease let us know by emailing us at
Research tells usthat applicants (especially those from underrepresented groups) can be put offfrom applying for a role if they do not meet all the criteria or have been onan extended career-break. If you think you would be a good match for this role andcan demonstrate some transferable experience please apply regardless ofwhether you tick every box.

Whats next

If youre excitedabout this role and believe you have the skills and experience were lookingfor wed love to hear from you! Please submit an application by clickingapply below and our team will be in touch.
As a businessregulated by the FCA we would advise you to familiarise yourself with theconduct regulations and in particular consumer duty obligations prior to aninterview with SJP.


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Wealth management, financial planning and investment advice tailored to you. Helping individuals and families grow and protect their wealth.

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