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Strategy and Growth Lead (Wealth Management)
Job Posted: 6 minutes ago
Salary: £ 40,000 - 50,000 / Annum
Job Type: Permanent
Location: EC3V, Langbourn, Greater London
Expire in: a month
Job Description
Strategy & Growth Lead
Location: London (Hybrid)
Salary: Up to £50,000 + discretionary bonus up to 20%
Employment Type: Full-time / Hybrid
We are recruiting for a Strategy & Growth Lead for a successful Senior Partner Practice of St. James’s Place Wealth Management, based from their central London office. The business is on a long-term mission to meaningfully improve the lives of the families they serve, helping them make smarter decisions, gain clarity, and build long-term financial confidence.
Their ambition to grow 10x in 10 years is driven by impact: the more they grow, the more families they can support through thoughtful financial planning, advice, and lifelong partnership. Currently the company has £85m FUM.
As such they are now seeking a Strategy & Growth Lead to help design and build the next decade of the practice.
About the Role
This is a forward-looking, strategic role focused on building the systems, structures and initiatives the practice will need over the next 1–3 years.
While the Operations Manager oversees day-to-day activities, you will be responsible for shaping the future, developing strategic plans, improving how we grow, and introducing scalable tools that support consistently excellent client outcomes.
You will work closely with the Founder and wider team to turn ideas into action and strengthen the long-term capabilities of the firm.
Key Responsibilities
* Develop the strategic roadmap and translate long-term goals into quarterly and annual priorities.
* Build structured, scalable systems to support sustainable growth and improved client relationships.
* Lead strategic projects across Advisers, Operations and external partners, ensuring effective planning and delivery.
* Create tools, templates and processes to enhance adviser capability and client delivery.
* Oversee marketing, events, partnerships and outreach activities in collaboration with external brand and communication partners.
* Support strategic decision-making with clear summaries, insights and recommendations.
* Introduce new tools, systems and methods that the practice will grow into over the next 1–3 years.
What Success Looks Like (First 12 Months)
* A clear strategic roadmap guiding the next stage of the firm’s development.
* Key initiatives successfully delivered from concept through to completion.
* Improved adviser tools, processes and consistency.
* A smoother and more structured client experience.
* Predictable marketing and outreach activity with improved reporting.
* Stronger internal alignment around priorities and long-term direction.
What You Bring
Mindset & Attributes
* Strategic thinker with strong execution and delivery skills.
* Excellent communication, judgment and emotional intelligence.
* Calm, reliable, collaborative and low-ego approach.
* Strong ownership, initiative and problem-solving skills.
* High levels of integrity, maturity and professionalism.
* Flexible in approach
* Strong team player - able to work in an often ambiguous environment during periods of growth
Experience (Flexible)
* We welcome applicants from a range of backgrounds, including:
* Strategy, consulting or operations
* Project or business management
* Financial or professional services
* High-growth or entrepreneurial environments
* Founder/operator experience
Compensation
* Salary: Up to £50,000
* Bonus: Discretionary, up to 20%.
* Auto-enrolment Pension Scheme
* Location: London, EC3V / Hybrid opportunity (option of 2 days WFH)
How to Apply
To apply for this role, please apply online with your CV and brief covering letter confirming your suitability for the roleBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
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