Senior Relationship Manager (Wealth Management)

TL;DR

Senior Relationship Manager (Wealth Management): Managing and supporting Appointed Representative (AR) firms and National advisers to optimize their business growth, operations, and eventual exit strategies with an accent on strategic business consultancy and commercial drivers. Focus on leading a team of Relationship Managers, ensuring regulatory compliance under Consumer Duty, and maintaining high-value contractual relationships.

Location: Homebased, must be based in Central and/or West Midlands, UK

Company

hirify.global is a leading wealth management business overseeing over £141 billion in customer investments across affluent and high-net-worth segments.

What you will do

• Provide objective advice to AR firms and National advisers on strategy, structure, and operations to maximize business development.
• Manage a panel of Strategic Partners and Key Accounts, owning commercial drivers and maintaining contractual integrity.
• Lead and manage two Relationship Managers within the designated region, overseeing performance objectives.
• Deliver regional campaigns and initiatives to drive results and delivery at all levels.
• Ensure all activities comply with Risk, Compliance, and Consumer Duty standards to guarantee positive customer outcomes.
• Collaborate with wider business functions to ensure an integrated client offering is in place.

Requirements

• Extensive experience in a financial services sales environment.
• Deep understanding of AR principals and Financial Advice network operations.
• Comprehensive knowledge of wealth, mortgage, and protection product sectors, including platforms and asset gathering.
• Proven experience in people management and establishing a strong performance culture.
• Strong understanding of commercial drivers, adviser economics, and business performance metrics.
• Must be based in Central and/or West Midlands, UK

Culture & Benefits

• 26 days (182 hours) of annual holiday.
• Non-contributory company pension scheme with options for personal contributions.
• Private Medical Insurance (single cover as standard) and Healthcare Cash Plan (Jersey employees).
• Life Assurance (4x salary) and Income Protection (75% of salary).
• Participation in the hirify.global Incentive Scheme to reward business performance.
• Inclusive environment valuing diversity and equal opportunities.