Corporate Client Relationship Manager, Share Plans: Financial Education and Strategic Partnerships

5 months ago


London, UK, United Kingdom AAG Wealth Management Full time

Established in 1995, we are a fast-paced company that prides itself on our culture and we’re looking for a Corporate Client Relationship Manager who has specific experience in Employee Share Plans (SAYE, SIP, LTIP, etc) to join us. We are a sociable bunch who all share a love for learning and teaching and are always willing to help each other. We like to acknowledge hard work and commitment and celebrate our successes.


In the last 3 years, our company has doubled in size and this trend looks to continue. Alongside our comprehensive Wealth Management business is our award-winning Financial Education business which provide Financial Wellbeing programmes and C-Suite Masterclasses to our corporate clients, their employees and executives. As our team continues to grow, we are searching for an additional Corporate Client Relationship Manager with experience in dealing with people in Share Plans, HR, Reward or Employee Benefits. You will work within our Financial Education and Strategic Partnerships Team.


The role will be a hybrid (in-office / home working) based role working from our offices in London.


Responsibilities & Duties: Corporate Client Relationship Manager

The position will require a hardworking and enthusiastic candidate to deliver innovative solutions to unlock exciting opportunities within our existing corporate clients and strategic partners. Supporting the Head of Business Development, the successful candidate will have a strategic & sales focus to ensure delivery of KPIs. A professional appearance and can-do attitude is key.


Your role will include but is not exclusive to:

  • Build & maintain relationships with our Share Plan, HR and Reward key contacts & strategic partners
  • Create solutions for clients & partnerships to unlock opportunities
  • Host regular progress meetings with corporate clients
  • Deliver a cohesive & engaging Financial Education programme
  • Work collaboratively with internal teams to develop AAG’s partnership offering
  • Hosting effective partner / client events either virtually or in person
  • Deliver meaningful engagement reports on the partnership for AAG & client


You must have previous, similar experience and must be strong in the following areas:

  • Minimum 3+ years experience in a corporate relationship role (essential)
  • Experience in working alongside people in Share Plans, HR, Reward, Pensions or Employee Benefits
  • High level of attention to detail & excellent organisation skills
  • High standard of written & verbal communication skills
  • Highly IT literate, including MS Outlook, Excel, PowerPoint and Word skills
  • Keeps calm when faced with conflicting demands and handles these effectively
  • Strong interpersonal skills, demonstrating a professional, proactive and positive attitude
  • Thrives in a changing environment with the ability to work autonomously as well as working on shared goals as part of a team
  • Manages time effectively with the ability to multi-task


  • London,, UK, United Kingdom AAG Financial Education Full time

    Corporate Client Relationship Manager: Financial Education and Strategic PartnershipsThis role is ideal for a Share Plans Relationship Manager. Location: London (Hybrid) Salary: Competitive salary and bonus Hours: Full timeEstablished in 1995, we are a fast-paced company that prides itself on our culture and we’re looking for a Corporate Client...


  • London, UK, UK, United Kingdom Blue Legal Full time

    A premier international law firm is looking for a Client Relationship Manager to work closely with its relationship partners and global client teams, to enhance relationships with high-priority clients. This role focuses on cross-selling, revenue expansion, and developing deep client connections to support growth within a collaborative, high-performance...

  • Relationship Manager

    2 weeks ago


    London,, UK, United Kingdom RCQ Associates - Financial Markets Specialists Full time

    Commodity Finance Relationship ManagerLondonOur client are looking for Associate-level candidate to join their Commodity Finance team in London, providing working capital solutions to commodity traders and commodity corporates based in EMEA . You will have experience as a Relationship Manager or as a Credit Analyst within an investment bank. This is a great...

  • Relationship Manager

    2 weeks ago


    London,, UK, United Kingdom RCQ Associates - Financial Markets Specialists Full time

    Commodity Finance Relationship ManagerLondonOur client are looking for VP-level candidate to join their Commodity Finance team in London, providing working capital solutions to commodity traders and commodity corporates based in EMEA . You will have experience as a Relationship Manager or as a Credit Analyst within an investment bank. This is a great...


  • London, UK, United Kingdom Risk Management Solutions Full time

    At Moodys, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. If you are excited about this opportunity...

  • Relationship Manager

    2 months ago


    London,, UK, United Kingdom Salt Full time

    Role: Relationship ManagerLocation: London - hybrid working As a Relationship Manager, you will be essential in nurturing client relationships, ensuring satisfaction, and driving loyalty in a fast-paced environment. You’ll work directly with clients to understand their needs, delivering solutions that add value and support long-term partnerships. This role...


  • London, UK, United Kingdom ING Full time

    ING’s purpose is ‘Empowering people to stay a step ahead in life and in business’. Every ING colleague is given the opportunity to contribute to that vision. We champion self reliance and foster a collaborative and innovative culture. The Orange Code is our global manifesto for how we stay true to our purpose and our tradition of reinvention and...

  • Relationship Director

    4 weeks ago


    London, UK, United Kingdom Barclays Full time

    Join us as a Relationship Director in our Business Professional Services (BPS) team within Large Corporate.BPS is a client coverage team within Large Corporate and provides client origination and corporate bank relationship and product coverage of clients operating in the Business & Professional Services sector. Key products covered are cash management,...


  • London, UK, UK, United Kingdom Ambition Full time

    We are currently working on a Corporate Tax Director role based in London, where the primary responsibilities include overseeing the corporate tax function, providing strategic tax planning advice, and managing a team to ensure compliance with tax regulations.A clear path to partnership is often offered, highlighting the potential for career progression...


  • London, UK, United Kingdom TPP RECRUITMENT Full time

    Are you experienced in International Partnerships Development within higher education with an understanding of the full student life-cycle and Quality Assurance process?A University in London are seeking to appoint a Strategic Academic Partnerships Manager to manage both their UK and International partnerships. You will manage 3 main partnership accounts...


  • London,, UK, United Kingdom TPP Recruitment Full time

    A University in London are seeking to appoint a Strategic Academic Partnerships Manager to manage both their UK and International partnerships. You will manage 3 main partnership accounts whilst also supporting two Partnership Accounts Managers who manager their own smaller accounts.The role is mostly remote, but you will need to attend their London office...


  • London,, UK, United Kingdom Falcon Group Full time

    This newly created global role will have primary responsibility for building and maintaining relationships with both financial institutions and banks that strategically partner with Falcon Group to deliver global supply chain solutions.OVERALL FUNCTION OF THE ROLEDeveloping Falcon's existing partnerships with key financial stakeholdersDeveloping new...


  • London,, UK, United Kingdom Eton Bridge Partners Ltd Full time

    Eton Bridge Partners is working in partnership with a fast growing professional services business who are looking for a highly skilled Director of FP&A with a strong focus on financial business partnering to work closely with senior leadership in one of their divisions. This critical role will work closely with senior leadership to drive financial...


  • London,, UK, United Kingdom Carter Murray Full time

    Join a leading international law firm as a Client Development Manager! This role is responsible for managing a portfolio of key clients, focusing on business development, client engagement, and strategic growth within the banking sector. Involving close collaboration with internal and external stakeholders to deliver high-value services, drive new...


  • London,, UK, United Kingdom Benchmark Mineral Intelligence Full time

    Corporate Partnerships ExecutiveFull Time, Delegate Sales Opportunity in international growth market.DescriptionWe are seeking a dynamic and results-driven Corporate Partnerships Executive to join our global team. This role offers an exciting opportunity to work with industry-leading clients across global markets, driving sales for high-profile events in the...

  • Partnerships Manager

    3 weeks ago


    London,, UK, United Kingdom Space Executive Full time

    About Our Client: Our client is an industry leader known for delivering innovative solutions that empower organizations to optimize their operations and secure their digital assets. As they continue to grow and evolve, they seek a skilled Partnerships Manager to foster strategic alliances, drive collaboration, and expand their market influence.About the...


  • London, UK, United Kingdom Ocorian Full time

    Company Description Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. With a...


  • London,, UK, United Kingdom Earnix Full time

    As a Strategic Alliance Manager at Earnix, you will play a pivotal role in driving successful collaborations between our company and our strategic alliance partners. This role requires a unique blend of technical expertise, strategic thinking, and exceptional relationship management skills. You will be responsible for understanding the intricacies of the...


  • London, UK, UK, United Kingdom Caselton Clark Full time

    Title: Client Relationship ManagerSector: MedicalSalary: £50k + uncapped OTE Location: London/HybridContract: Full time/ PermClient Relationship Manager This is a fantastic opportunity to join our in-house sales team. The company’s principal activities:We organize Europe’s leading and longest-running annual medical symposium.We deliver medical...

  • Share Plans Manager

    3 weeks ago


    London, UK, United Kingdom Convatec Full time

    Pioneering trusted medical solutions to improve the lives we touch: Convatec is a global medical products and technologies company, focused on solutions for the management of chronic conditions, with leading positions in advanced wound care, ostomy care, continence care, and infusion care. With around 10,000 colleagues, we provide our products and services...