Interim Lead, Client Pathways

Rathbones provides individual investment and wealth management services for private clients charities trustees and professional partners. We have been trusted for generations to manage and preserve our clients wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UKs most responsible wealth manager.

In business since 1742.
A FTSE 250 listed company.
Managing more than 113 billion* for our clients.
20 offices throughout the UK and Jersey.

*Funds under management at 30 September 2025.

Role Title: Client Pathways Interim Lead

Division: Executive

Location: London

Contract: 6 months FTC/ Secondment

Working pattern: Hybrid

About the Role

Were looking for an experienced wealth management professional to lead the delivery of a client pathways framework and proposition hub that will become key foundations of our client experience and proposition governance model.

This is a hands-on role focused on implementation rather than strategy. Over a six-month period youll translate existing concepts into practical business-ready assets that support good client outcomes Consumer Duty requirements and consistent delivery across the client lifecycle. Working with stakeholders across Proposition Advice Investment Client Service Risk Compliance Marketing and Technology youll create sustainable frameworks and governance processes.

What youll be responsible for

• Deliver an end-to-end client pathways framework covering acquisition onboarding ongoing servicing and offboarding.
• Ensure pathways are aligned to client segments propositions service models and Consumer Duty requirements.
• Build and implement a proposition hub and library as the firms single source of truth.
• Establish governance ownership review cycles and change management processes.
• Partner with senior stakeholders to secure buy-in approval and business adoption.
• Work closely with Risk and Compliance to ensure regulatory readiness and evidential standards are met.
• Lead transition and handover activities to ensure ongoing ownership beyond the contract term.

About you

If you meet some of these criteria and are excited about the role we encourage you to apply

• Substantial seniorlevel experience within UK wealth management financial advice or asset management with direct responsibility for proposition design client experience pathways frameworks or knowledge management in a regulated environment.
• A track record of handson delivery and implementation not just strategic design.
• Strong working understanding of Consumer Duty in practice including fair value assessments target market statements suitability frameworks and the evidential standards expected by the FCA.
• Demonstrable experience building or managing a proposition function knowledge hub or library including ownership of taxonomy version control accountability models and review cycles.

• Just as importantly youll be a strong communicator with the credibility to influence senior stakeholders and the commercial judgement to deliver successfully within a fast-paced time-bound assignment.

• Commercial judgement and pragmatism. The ability to navigate tradeoffs deliver within tight timeframes and focus on what is achievable and sustainable rather than pursuing theoretical perfection.

Desirable

• Experience working with or presenting to regulatory bodies (FCA PRA) on proposition matters pathways or Consumer Duty.
• Familiarity with client segmentation persona development and service design methodologies.
• Experience implementing knowledge management platforms or proposition hubs on SharePoint internal intranets or similar collaboration tools.

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 years 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 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 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.

Were a Disability Confident Employer (level 2) under the UK Government scheme. This means weve 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 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 were 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 arent 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 dont miss out.