Flagstone
FinTech
AccountRelationshipManagerStrategicNetworkPartnership(MidlandsandSouthWest)
“Account Relationship Manager - Strategic Network Partnership (Midlands and South West) at Flagstone. Skills: Partner engagement, Relationship management, Sales, Financial services. Own regional partner portfolio. Drive depth of engagement”
What You'll Achieve.
Drive referral behaviour; Unlock partner activity; Identify more clients; Limit referral activity
Industry & Context.
Spend substantial majority of time in field, Travel required
What They're Looking For.
Must Have
Field sales experience, Relationship management experience, Financial services knowledge, Understanding of financial advice market, Understanding of IFA landscape, Understanding of restricted adviser landscape, Understanding of how cash management fits, Understanding of network's adviser framework, Understanding of Appointed Representative restrictions, Sufficient financial literacy, Organised territory management, Disciplined territory management
Nice to Have
Experience with Python and machine learning frameworks, Experience with Kubernetes
What You'll Do.
Own regional partner portfolio
Drive depth of engagement
Generate referral volume
Generate referral quality
Visit partners in offices
Visit partners in practices
Attend regional network events
Build face-to-face relationships
Drive consistent referral behaviour
Reach out to inactive partners
Understand referral barriers
Remove referral barriers
Deepen engagement with active partners
Identify clients benefiting from platform
Deliver presentations of proposition
Update partners on developments
Update partners on enhancements
Update partners on framework changes
Develop understanding of adviser framework
Understand Appointed Representative restrictions
Understand Flagstone fit within products
Feed back friction points
Feed back proposition gaps
Act as contact for partners
Resolve partner queries
Close loop with partner
Support onboarding of referred clients
Address friction quickly
Maintain regional pipeline picture
Track partner engagement levels
Track referral volumes
Track conversion activity
Report on region health
Identify regional opportunities
Identify regional support needs
How You'll Work.
Team & Collaboration
Relationships Team Lead
Communication Scope
Compelling presentations; Clear presentations; Confident presentations
Applying for this Account Relationship Manager - Strategic Network Partnership (Midlands and South West) role?
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