Partnership Development Manager
2 days ago
The Opportunity
We are seeking a skilled Partnership Development Manager to join our team at The Openwork Partnership. As a key member of our organization, you will play a vital role in supporting the effective delivery of our group strategy through the support of our Partnerships at a firm and adviser level.
Key Responsibilities:
- Develop and maintain strong relationships with key SMEs and Principals to drive business growth and optimize client and market opportunities.
- Provide consultancy and business development expertise to achieve growth according to targets and best practices.
- Define, document, and agree business objectives and targets with Principals, diagnosing and addressing issues and opportunities relating to business development.
- Be a centre of knowledge and accountable driving force for the Openwork proposition, process, systems, and digital platforms.
- Help identify risks or warning signs and flag them for intervention.
Requirements:
- Previous experience across B2B / intermediary relationships and a thorough understanding of distribution models in the Financial Services marketplace.
- Experience in understanding and supporting small and medium-size businesses with developing business plans and driving commerciality.
- Good working knowledge of key areas of investment, protection/insurance, mortgage, and pension products.
- Demonstrable knowledge of financial services distribution, issues facing owners of financial adviser businesses, commercial models, and key relevant rules and legislation.
- Experience in addressing risk management issues through professional and challenging interactions.
- Previous knowledge and use of CRM/contact systems, and/or experience in the use of other contact management tools.
- General knowledge of financial advice regulation and able to be fully conversant with the Openwork Suitable Advice Framework.
- Good understanding of how different business practices, operating models, and product propositions can benefit different types of businesses and their customers.
- Good working knowledge of Microsoft Outlook, Excel, Word, and PowerPoint.
Why Choose Us?
We are a dynamic, fast-paced, and growing business with huge ambition. We invest heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. We're proud of our culture, which values and respects individuality and is committed to building an inclusive environment that truly recognizes and celebrates our colleagues' individual differences and identities.
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