Investment Platform Relationship Manager
1 month ago
We are seeking a highly skilled Investment Platform Relationship Manager to join our team at AJ Bell Management Limited. This exciting opportunity is for a seasoned professional with a deep understanding of investment platforms, financial advisers, and their business practices.
The successful candidate will be responsible for building and maintaining strong relationships with key stakeholders, identifying and pursuing new business opportunities, and driving revenue growth through strategic partnerships and innovative solutions.
Key Responsibilities:
- Build and maintain strong relationships with key stakeholders, including financial advisers, institutional investors, and other industry partners
- Identify and pursue new business opportunities through research, outreach, and relationship-building
- Develop and implement strategic partnerships to drive revenue growth and business expansion
- Develop and deliver innovative solutions to meet the evolving needs of clients and stay ahead of industry trends
- Maintain accurate records and reports to track progress and provide insights for future strategy
- Work collaboratively with cross-functional teams to ensure seamless delivery of products and services
What You'll Have:
- Experience in investment platforms, financial services, or a related field, with a proven track record of building and maintaining strong relationships with key stakeholders
- Strong understanding of investment platforms, financial advisers, and their business practices
- Excellent written and verbal communication skills, with the ability to build and maintain strong relationships with clients and stakeholders
- Ability to think creatively and develop innovative solutions to complex problems
- Strong analytical and problem-solving skills, with the ability to interpret data and drive informed decision-making
- Collaborative mindset, with a willingness to work closely with cross-functional teams to achieve common goals
- A full UK driving licence
Salary: £50,000 - £65,000 per annum, depending on experience
Benefits:
- Starting holiday entitlement of 25 days, increasing up to 31 days with length of service
- Holiday buy and sell scheme
- A choice of pension schemes with matched contributions up to 6%
- Discretionary bonus scheme
- Annual free share awards scheme
- Buy As You Earn (BAYE) Scheme
- Health Cash Plan – provided by Medicash
- Discounted private healthcare scheme and dental plan
- Free gym membership with on-site gym and free classes
- Employee Assistance Programme
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Discounted nursery fees at Kids Planet on Exchange Quay
- Loans for travel season tickets
- Charitable giving opportunities through salary sacrifice
- Calendar of social events, including monthly payday drinks, annual Christmas party, summer party, and more
- Parking at Exchange Quay
- Personal development programmes built around you and your career goals, including access to personal skills workshops
- Ongoing technical training
- Peer recognition scheme with rewards including restaurant and shopping vouchers or time off
- Monthly leadership breakfasts and lunches
- Casual dress code
- Access to a range of benefits from our sponsorship deals
About Us:
AJ Bell Management Limited is one of the fastest-growing investment platform businesses in the UK, offering an award-winning range of solutions catering for everyone from professional financial advisers to DIY investors. We have over 528,000 customers using our award-winning platform propositions to manage assets totaling more than £83 billion.
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