Current jobs related to Platform Relationship Manager - Newcastle upon Tyne, Newcastle upon Tyne - Jigsaw Financial

  • Platform Relationship Manager

    1 month ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full time

    Job Title: Platform Relationship ManagerAt Jigsaw Financial, we are seeking a skilled Platform Relationship Manager to join our team. As a key member of our sales and relationship management team, you will be responsible for building and maintaining strong relationships with our clients and partners.Key Responsibilities:Develop a deep understanding of our...

  • Platform Relationship Manager

    1 month ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full time

    Job Title: Platform Relationship ManagerAt Jigsaw Financial, we are seeking a skilled Platform Relationship Manager to join our team. As a key member of our sales and relationship management team, you will be responsible for building and maintaining strong relationships with our clients and partners.Key Responsibilities:Develop a deep understanding of our...

  • Platform Relationship Manager

    4 days ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full time

    At Jigsaw Financial, we are seeking a Platform Relationship Manager to join our team.The successful candidate will be responsible for managing relationships with our platform, sales and relationship management team.The primary objective of this role is to ensure the growth of our clients' business with the platform.Key responsibilities include:Building...

  • Platform Relationship Manager

    2 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full time

    Job Title: Platform Relationship ManagerAt Jigsaw Financial, we are seeking a highly skilled and experienced Platform Relationship Manager to join our team. As a key member of our sales and relationship management team, you will be responsible for building and maintaining strong relationships with our clients and partners.Key Responsibilities:Develop and...

  • Platform Relationship Manager

    2 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full time

    At Jigsaw Financial, we are seeking a skilled Platform Relationship Manager to join our team. This full-time role will be based in the North East, with extensive travel required to meet with clients and partners.The successful candidate will be responsible for managing relationships with our platform, sales, and relationship management teams. Key...

  • Platform Relationship Manager

    1 month ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full time

    Job Title: Platform Relationship ManagerAt Jigsaw Financial, we are seeking a skilled Platform Relationship Manager to join our team. As a key member of our sales and relationship management team, you will be responsible for building and maintaining strong relationships with our clients and partners.Key Responsibilities:Develop a deep understanding of our...

  • Platform Relationship Manager

    1 month ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full time

    Job Title: Platform Relationship ManagerAt Jigsaw Financial, we are seeking a skilled Platform Relationship Manager to join our team. As a key member of our sales and relationship management team, you will be responsible for building and maintaining strong relationships with our clients and partners.Key Responsibilities:Develop a deep understanding of our...

  • Platform Relationship Manager

    4 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full time

    Job Title: Platform Relationship ManagerAt Jigsaw Financial, we are seeking a skilled Platform Relationship Manager to join our team. As a key member of our sales and relationship management team, you will be responsible for building and maintaining strong relationships with our clients and partners.Key Responsibilities:Develop a deep understanding of our...

  • Platform Relationship Manager

    4 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full time

    Job Title: Platform Relationship ManagerAt Jigsaw Financial, we are seeking a skilled Platform Relationship Manager to join our team. As a key member of our sales and relationship management team, you will be responsible for building and maintaining strong relationships with our clients and partners.Key Responsibilities:Develop a deep understanding of our...

  • Platform Relationship Manager

    2 months ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full time

    About Jigsaw FinancialJigsaw Financial is a global investment manager founded in 2002. Our team of over 400 talented professionals manages over £20 billion for a range of clients, including individuals and families, financial institutions, corporations, charities, and trustees.Job SummaryWe are seeking a highly skilled Platform Relationship Manager to join...

  • Platform Relationship Manager

    2 months ago

    Newcastle upon Tyne, Tyne & Wear, United Kingdom Jigsaw Financial Full time

    My client is a global investment manager founded in 2002. More than 400 talented people manage over £20 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees. Role Description This full-time role will be remote based in the North East but it is expected that a large portion of the your...

  • Senior Investment Relationship Manager

    1 week ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full time

    At Jigsaw Financial, we are seeking a highly skilled Senior Investment Relationship Manager to join our team. This role will be responsible for managing relationships with our platform, sales, and relationship management team.The main responsibility of this role is to ensure the growth of our clients' business with the platform. It's essential that you...

  • Strategic Platform Manager

    2 months ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IRIS Software Group Full time

    About the RoleWe are seeking a highly skilled and experienced Platform Owner to join our team at IRIS Software Group. As a key member of our organization, you will be responsible for overseeing and enhancing our Salesforce and NetSuite platforms to align with business goals and drive operational success.Key ResponsibilitiesPlatform Leadership: Lead and...

  • Strategic Platform Manager

    2 months ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IRIS Software Group Full time

    About the RoleWe are seeking a highly skilled and experienced Platform Owner to join our team at IRIS Software Group. As a key member of our organization, you will be responsible for overseeing and enhancing our Salesforce and NetSuite platforms to align with business goals and drive operational success.Key ResponsibilitiesPlatform Leadership: Lead and...

  • Client Relationship Manager

    1 month ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom beBee Professionals Full time £30,000 - £45,000

    Account Manager Job DescriptionWe are seeking a skilled Account Manager to join our team at beBee Professionals in Newcastle upon Tyne. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving long-term growth.Key Responsibilities:Client Relationship...

  • Client Relationship Manager

    1 month ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom beBee Professionals Full time £30,000 - £45,000

    Account Manager Job DescriptionWe are seeking a skilled Account Manager to join our team at beBee Professionals in Newcastle upon Tyne. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving long-term growth.Key Responsibilities:Client Relationship...

  • Senior Relationship Manager

    1 week ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom SKC Recruitment Full time

    Job DescriptionAs a Senior Relationship Manager, you will be responsible for maintaining key relationships with internal staff, including the License Holder and RP Deputy.Liaising with external stakeholders such as MHRA inspectors, customers, and suppliers/partners is also a key aspect of this role.Key Responsibilities:Internal & External Stakeholder...

  • Power Platform Specialist

    3 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Pearson Carter Full time

    Job DescriptionPower Platform SpecialistWe are seeking a highly skilled Power Platform Specialist to join our team at Pearson Carter. As a Power Platform Specialist, you will be responsible for designing, developing, and implementing IS solutions using the Power Platform suite and other technologies.Key Responsibilities:Stay up to date with the latest Power...

  • Power Platform Specialist

    2 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Pearson Carter Full time

    Job DescriptionPower Platform SpecialistWe are seeking a highly skilled Power Platform Specialist to join our team at Pearson Carter. As a Power Platform Specialist, you will be responsible for designing, developing, and implementing IS solutions using the Power Platform suite and other technologies.Key Responsibilities:Stay up to date with the latest Power...

  • Senior Identity Platform Specialist

    4 weeks ago

    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Nigel Wright Group Full time

    The RoleWe are seeking a highly skilled Senior Platform and Infrastructure Specialist to join our team at Nigel Wright Group. This is a 12-month fixed-term contract opportunity that will drive forward support services around our identity platforms and account management.This role will be a senior position, responsible for resolving a range of technical...

Platform Relationship Manager

2 months ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full time

About Jigsaw Financial

Jigsaw Financial is a global investment manager founded in 2002. Our team of over 400 talented professionals manages over £20 billion for a range of clients, including individuals and families, financial institutions, corporations, charities, and trustees.

Job Summary

This is a full-time remote role based in the North East, with a focus on building relationships with clients and driving business growth. As a Platform Relationship Manager, you will be responsible for managing relationships with our platform, sales, and relationship management teams.

Main Responsibilities

  • Client Relationship Management
    • Develop a deep understanding of our clients' businesses and provide training on our platform to enhance their experience.
    • Cross-sell additional services where appropriate to drive revenue growth.
  • Communication and Reporting
    • Ensure all communications are accurate, timely, and delivered in a professional manner, including reports and updates.
  • Regulatory Compliance
    • Adhere to the FCA's Consumer Duty principles, ensuring that our clients receive fair treatment and that we actively support their financial goals.

Requirements

  • Excellent Communication Skills
    • Strong written, verbal, and listening skills, with extensive face-to-face and direct telephone contact.
  • Attention to Detail
    • Maintain the highest levels of service through attention to detail and a commitment to excellence.
  • Numeracy and Analytical Skills
    • Strong numeracy skills to understand processes and check data, with the ability to analyze and interpret financial information.
  • Relationship Building and Teamwork
    • Develop strong relationships with various stakeholders, including clients, colleagues, and external partners.
    • Work collaboratively as part of a team to achieve shared goals and targets.
  • Project Management and Personal Growth
    • Take ownership of projects and initiatives, driving personal and professional growth through continuous learning and development.

Desirable Qualifications and Experience

  • Commercial Acumen
    • Strong knowledge of commercial objectives, the UK platform and advisory market, and the financial services industry.
  • Investment and Financial Services Experience
    • Experience in investments and investment management is desirable, as is relevant financial services qualifications.