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Relationship Manager, Asset Management
2 months ago
Our client offers a market leading white label SIPP Pension Platform to Banks, Investment Management & Fintech firms. Utilising a white labelled platform which is maket leading allows speef, effeciency and reduced risk making it a top choice for Flagship Names & Blue chip clients
After being acquired by a large bank & huge investment round, they now have huge growth plans and the main focus is building out exsisting client relationships which is why this role is so crucial.
This will include those utilising platform-based solutions on a white labelled basis - You will focus on customer satisfaction, education & training alongside Upsell & Cross sell on Products.
Each partner will already have or have the ability to drive significant £ms of assets and revenue into our client. Effective management of these key business to business relationships is critical to ensure the partnerships thrive and business value is improved and retained.
Build truly effective relationship management processes to ensure the effective oversight of the partnership, with effective Governance controls in place, maintained, and regularly reviewed.
Build and maintain effective account plans for each partner, held centrally and updated on at least a quarterly basis.
Act as the primary route of partner concern into Senior Management to ensure major issues and concerns from the partner are dealt with professionally and efficiently.
Reviewing of partnership contracts to ensure they align with industry standards or internal policies. Assist and be responsible for ensuring the renegotiation of contracts is progressed effectively so that the partnerships have longevity and are on a sound commercial footing.
Engage with key internal business functions (Operations, Propositions, Change, Legal, Risk Marketing etc) to ensure a clear understanding of the needs of our partners, leading the activity to ensure any required change is progressed in a timely manner with the partner’s expectations handled accordingly.
Proven track record of managing strategic relationships within Pensions / Financial Services at Blue chip level
Excellent communication and stakeholder management skills to drive positive outcomes in a timely manner.
collaborating with others to make valuable contributions to the performance of the business area.
Ability to analyse data and MI to ensure the early identification of trends and issues that may need some remedial action, ensuring such actions are followed through to completion.
