Client Proposition Senior Manager

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.
*As of June 2025

Job Title: Senior Client Proposition Manager

Department: Wealth Management Propositions & Client Care 

Location: London

Contract Type: 6 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.

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance  - 8 x salary
• Income protection – 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you 

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones’ and Armed Forces. 
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

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.

We’re a Disability Confident Employer (level 2) under the UK Government scheme. This means we’ve 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, click here. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.