Vice President Practice Manager - Nutmeg
- 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.
- 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.
- RDR Compliant Level 6 Qualifications (CISI, CFA equivalent) are preferred.
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