This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
The Role
This role is a leadership role working with the Chief Client Officer and supporting the CEO, Group Executive Committee (GEC) and senior stakeholders in relation to SJP's approach to client outcomes. It also involves leading the research and insights function to deliver strategic intelligence that informs the business.
In this role, you'll be responsible for overseeing the implementation of actions necessary to comply with Consumer Duty and putting in place the critical foundations, processes and policies to ensure that SJP is putting clients at the centre of everything it does. This includes uniting senior leaders and colleagues on client‑centric values and ensuring good client outcomes are achieved.
What You'll Be Doing
* Carry out and drive forward SJP's approach to our clients (including client outcomes and experience) starting with an assessment and evaluation of current state and ultimately oversee and drive customer‑centric thinking across the business – ensuring that the client is front and centre of decision‑making and across the SJP community.
* Ensure that SJP fully understands the core client base, how clients' needs vary and evolve, and be able to evidence that SJP and its Partnership always deliver good client outcomes.
* Ensure that the SJP client proposition is relevant, differentiated and is accurately understood by the market and is appropriately governed and prioritised. Ensure that our proposition continues to meet the needs of all clients, including vulnerable clients, and minimises the risk of un‑served clients.
* Oversee the current and any new client products and services, ensuring that individually and as a whole they meet the needs of our clients within the Group's risk appetite. This includes both client facing “manufactured” products, selected third‑party products and partner facing services. Ensure new and existing products and services meet agreed client outcomes criteria.
* Ensure that the appropriate level of data and insights are available to both the Partner and SJP to appropriately understand the market and their individual clients. Analyse such data and trends to identify opportunities for improving the client experience and the overall performance of the business in relation to clients.
* Working closely with the Consumer Duty programme, agree with the programme how Consumer Duty is effectively embedded across SJP, what structure and resources are required to ensure this is the case and how SJP monitors and evidence compliance with Consumer Duty.
* Keep abreast of industry trends and developments and identify opportunities for SJP to stay up to date and competitive.
* Oversight and governance for client journeys, ensuring the defined client journeys are fully considered across SJP.
* Lead and develop a high‑performing research and insights team, driving the generation of actionable data‑driven intelligence to inform strategic decision‑making, identify emerging trends, and deliver measurable business impact.
Who We're Looking For
To be successful in this role, you will bring substantial experience in developing and delivering client strategies that align with business objectives and regulatory requirements. You will understand what it takes to drive a step change in creating a truly client‑centric culture, engaging a wide range of stakeholders to ensure every client touchpoint contributes to a strong client experience and delivers consistently good client outcomes.
You will have operated at a senior level within a large, complex organisation, taking a collaborative approach to delivery and providing clear, strategic guidance to senior leaders. You'll be a credible, effective leader with strong followership, able to demonstrate where you have built, led and developed high‑performing teams.
You’ll Also Bring
* Proven experience of client outcomes and governance within Financial Services, ideally within Wealth Management.
* Strong credibility in the context of customer and client strategy, with the gravitas, track record and capability to build trust and inspire confidence.
* The ability to identify business risks early, offering clear, solution‑focused recommendations that demonstrate strong commercial judgement and enable pace.
* Excellent influencing skills, with the confidence and clarity to communicate effectively, establish credibility quickly, and build strong relationships across a group structure.
Special Requirements
Hybrid working – minimum 3 days in office.
Some national travel (most likely between Cirencester, London, etc.) with occasional overnight stays. Some flexibility around working hours is expected from time to time.
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