Account Relationship Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Account Relationship Manager (Fintech): Managing and expanding regional partnerships with IFA firms and wealth managers with an accent on field-based business development and relationship deepening. Focus on driving referral performance, delivering platform training, and providing market intelligence to support the company's growth mandate.
Location: Must be based in London, UK (Hybrid role requiring field visits)
Company
is a leading UK cash platform that helps individuals, businesses, and charities manage and grow their cash through an innovative online savings marketplace.
What you will do
- Own a defined regional territory, taking responsibility for engagement breadth and referral activity.
- Spend the majority of time in the field visiting firms and building face-to-face relationships.
- Identify and approach new IFA firms to convert them into active referral partners.
- Deliver confident presentations and train advisers on the referral portal and onboarding process.
- Act as a structured source of market intelligence, feeding insights back into the business.
- Maintain a clear picture of the regional pipeline and report on territory health.
Requirements
- Proven track record in field-based sales or relationship management.
- Solid understanding of the IFA and wealth manager market in the UK.
- Financial literacy regarding interest rates, FSCS protection, and multi-bank diversification.
- Ability to manage own diary and territory plan independently.
- Excellent communication skills for representing the company to advisers and compliance officers.
Culture & Benefits
- Private healthcare and life insurance (4x salary).
- Matched pension contributions (5%).
- £1,000 annual learning bursary.
- 25 days holiday plus bank holidays and flexible bank holidays.
- Around the World in 90 days remote working policy.
- Additional community and charity leave, plus quarterly wellness half-days.
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