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Relationship Manager

2 months ago

UK, UK, United Kingdom CRS Full time

About the Role


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.


The White Label Relationship Manager will be responsible for owning the relationships across our client base. 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.


Responsibilities of the White Label Relationship Manager


Reporting to the White Label Relatonship Lead, you'll be responsible for handling and growing the relationships with your panel of white label partners. 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.


Key Accountabilities:


  • Develop a deep knowledge of how panelled partner businesses operate, challenging the thinking of principals and business owners as to how improve usage of proposition.
  • 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.
  • Ensure the smooth transition of the relationship of new partners from the Business Development Directors as the new partner is onboarded into BAU.
  • 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.
  • Train and mentor operational staff members on the nuances of the partners to ensure a clear understanding of their needs and best practices for developing and maintaining client relationships can be promoted


Skills & experience of the White Label Relationship Manager role


  • Proven track record of managing strategic relationships within Pensions / Financial Services at Blue chip level
  • Proven success in growing an existing client base re satisfaction and revenue
  • A detailed understanding of the market and industry developments, providing partners (internal & external) with regular and relevant market insights to add value to their business and to inform proposition developments.
  • Excellent communication and stakeholder management skills to drive positive outcomes in a timely manner.
  • Ability to take on challenges with a sense of urgency and high energy; 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.


For more information get in touch today.