Relationship Manager (Fintech)

TL;DR

Relationship Manager (Fintech): Developing and managing B2B relationships with Appointed Representative (AR) firms and self-employed advisers to drive business growth and operational success with an accent on wealth management, mortgage, and protection propositions. Focus on delivering strategic support, ensuring regulatory compliance, and fostering long-term partnerships within the West Midlands region.

Location: Must be based in the West Midlands to facilitate travel to firms.

Company

hirify.global is a leading UK wealth management business providing financial advice, investment platforms, and multi-asset solutions to help secure brighter financial futures.

What you will do

• Develop and maintain strong B2B relationships with AR firms and National self-employed advisers.
• Provide objective advice on business strategy, structure, management, and operations to support growth.
• Collaborate with internal stakeholders, including Risk and Compliance, to ensure high-quality service delivery.
• Contribute to the effective onboarding of new AR firms and advisers.
• Ensure all activities align with Consumer Duty and regulatory standards to achieve positive customer outcomes.
• Manage a panel of firms across the region to understand and help achieve their short and long-term goals.

Requirements

• Must be based in the West Midlands to enable regular travel to client firms.
• Extensive experience in a financial services sales environment.
• Deep understanding of AR principals, adviser operations, and financial advice networks.
• Comprehensive knowledge of wealth, mortgage, and protection propositions.
• Strong understanding of compliance requirements and risk-managed environments.
• Proven ability to manage multiple stakeholders and navigate complex political environments.

Culture & Benefits

• Competitive pension scheme with non-contributory company contributions.
• Private medical insurance with options for family coverage.
• 26 days of annual leave plus flexible benefit options.
• Income protection and life assurance (4x salary).
• Participation in the hirify.global Incentive Scheme based on performance.
• Supportive culture focused on diversity, inclusivity, and professional growth.