The Vice President Practice Manager will lead the Wealth Services team, focusing on client relationships, sales performance, coaching team members, and driving business growth through strategic developments and excellent client experiences.
Job Description
Nutmeg is the UK's largest truly digital wealth manager, offering clarity and transparency to both seasoned and first-time investors as they seek to achieve their financial goals. through the powerful combination of an easy-to-use, adaptable investment service and market-leading human guidance and advice. Nutmeg is a J.P. Morgan company offering investments and digital wealth management services to consumers, complementing Chase's digital bank in the UK.
As a Vice President Practice Manager, you'll be an experienced professional within the Wealth Management space. Nutmeg is seeking a dynamic VP Practice Manager to lead and inspire our Wealth Services team. This role is pivotal in optimising best practices across the team, providing structured training, development, and real-time coaching to ensure exceptional client service and business growth.
Key Responsibilities:
Required Qualifications, Capabilities, and Skills:
Preferred Qualifications, Capabilities, and Skills:
Join Nutmeg and be part of a team that is transforming the digital wealth management landscape. If you have a passion for sales, coaching, and delivering exceptional client experiences, we want to hear from you!
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Nutmeg is the UK's largest truly digital wealth manager, offering clarity and transparency to both seasoned and first-time investors as they seek to achieve their financial goals. through the powerful combination of an easy-to-use, adaptable investment service and market-leading human guidance and advice. Nutmeg is a J.P. Morgan company offering investments and digital wealth management services to consumers, complementing Chase's digital bank in the UK.
As a Vice President Practice Manager, you'll be an experienced professional within the Wealth Management space. Nutmeg is seeking a dynamic VP Practice Manager to lead and inspire our Wealth Services team. This role is pivotal in optimising best practices across the team, providing structured training, development, and real-time coaching to ensure exceptional client service and business growth.
Key Responsibilities:
- 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.
Required Qualifications, Capabilities, and Skills:
- 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.
Preferred Qualifications, Capabilities, and Skills:
- RDR Compliant Level 6 Qualifications (CISI, CFA equivalent) are preferred.
Join Nutmeg and be part of a team that is transforming the digital wealth management landscape. If you have a passion for sales, coaching, and delivering exceptional client experiences, we want to hear from you!
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
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