Partnership Director

Department:
Wealth

Location:
Horsham

Description
We're looking for a commercially driven relationship leader to join Benchmark as a Partnership Director. You'll own and grow relationships with 30–50 of our key adviser firms, acting as their main point of contact and strategic partner. Your focus will be on deepening engagement, driving revenue growth, and ensuring these firms get the best from Benchmark's award-winning platform and services.

This is a high-impact role where you'll:

• Build trusted, long-term partnerships with financial advice firms.
• Develop and deliver account plans that unlock growth opportunities.
• Coordinate across business development, compliance, service and technology teams to provide a seamless experience.
• Act as the voice of the customer internally, ensuring priorities and feedback shape our roadmap.
• Drive commercial performance through cross-selling, upselling and retention strategies.

You'll need strong relationship management skills, commercial acumen, and a solid understanding of the financial advice market. Experience in managing complex partnerships and achieving revenue growth is essential.

What you'll do

• Own and manage commercial relationships with 30–50 adviser firms, acting as their main contact and escalation point.
• Deliver our partnership programme, ensuring each firm gets maximum value from Benchmark's services and technology.
• Develop annual account plans, identify growth opportunities and drive revenue through cross-selling and upselling.
• Coordinate with business development, compliance, service and technology teams to provide a seamless experience.
• Represent adviser priorities internally, influencing roadmaps and resolving issues quickly.
• Monitor performance, report progress and maintain a single view of each relationship.
• Build strong, trusted partnerships that improve satisfaction, retention and long-term growth.

The knowledge, experience and qualifications you need

• Proven experience managing complex commercial relationships in a business development, sales, or partnership role.
• Track record of driving revenue growth from existing relationships.
• Strong commercial skills, including negotiation, prioritisation and issue resolution.
• Good understanding of the UK financial advice market; experience working with financial advisers or wealth managers is highly desirable.
• Ability to work across multi-disciplinary teams (compliance, service, technology) to deliver a unified client experience.
• Proficiency in MS Office; familiarity with CRM systems (Salesforce preferred).
• Excellent problem-solving, organisational and time-management skills.
• Strong interpersonal and communication skills, with the ability to influence and collaborate effectively.

The base
You'll be based at the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex, but will need to be present across our other offices, including the main Schroders headquarters in London. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different.

We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham's main line train station.

We're looking for the best, whoever they are
We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That's why inclusion and diversity are strategic priorities for us. We're proud to be an equal opportunities employer. You're welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We're building a workplace where everyone feels respected, valued, and empowered to thrive.