Phoenix Group

Strategic Partnerships Manager – Retail Intermediary

Phoenix Group

full-time

Posted on:

Location Type: Hybrid

Location: Edinburgh • United Kingdom

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Salary

💰 £75,000 per year

About the role

  • Play a key role working with financial advisory firms and other key partners in the wealth area to identify and secure profitable opportunities for the Standard Life Group.
  • Focus on existing strategic partnerships whilst working to identify future opportunities across the retirement planning world.
  • Demonstrate proven high achievement in exceeding targets regarding estate planning and retirement products.
  • Perform national coverage with expected regular travel.

Requirements

  • A strong background in sales and relationship management, with an understanding of retirement planning products; pensions, onshore bonds, offshore bonds.
  • Responsible for engaging with and regularly meeting advisory firms, discretionary investment managers and platforms in order to build, maintain and develop relationships, both face to face and hybrid.
  • Being able to demonstrate extensive existing personal network of relationships across the Intermediary space; National firms, Networks, Service Providers, etc.
  • Accountable for achieving targeted business activity. This will include meeting targets, identifying business needs, outlining our value proposition, and follow up within agreed timescales. Keeping partner records up to date in line with this activity.
  • To develop centralised business plans for key partner firms and to deploy the activity, working in conjunction with the retail intermediary regional sales teams for successful growth and retention of existing client assets.
  • Working with our marketing colleagues to develop thought leadership content and to deliver this at industry events, capturing market sentiment and innovation requirements to bring into the business and support propositional developments.
Benefits
  • From £75k
  • Indicative bonus range of 30%-60%
  • Private medical cover
  • 38 days annual leave
  • Excellent pension
  • 12x salary life assurance
  • Career breaks
  • Income protection
  • 3x volunteering days
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
salesrelationship managementretirement planning productspensionsonshore bondsoffshore bondsbusiness planningtarget achievementvalue propositionmarket sentiment
Soft Skills
communicationnetworkingrelationship buildingcollaborationstrategic thinkingorganizational skillsadaptabilityproblem-solvingleadershipclient retention