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- Tasks: Lead strategic partnerships and manage key client relationships to drive sales growth.
- Company: Join a dynamic team focused on asset management and tax-efficient investments.
- Benefits: Enjoy competitive pay, travel opportunities, and a collaborative work culture.
- Why this job: Make a real impact by building partnerships and driving business success.
- Qualifications: Experience in relationship management and knowledge of tax-efficient services preferred.
- Other info: This role involves regular UK travel and offers leadership opportunities.
The predicted salary is between 43200 - 72000 £ per year.
The Strategic Partnerships Team sits within the Sales & Marketing Team and works closely with the wider team. The Strategic Partnerships Team holds responsibility for central relationships between the business and its key clients. This includes national advice firms, financial advice networks, industry bodies and compliance service providers.
The team is responsible for generating new commercial opportunities for the business, in the form of product panel positions, lead generation through events and corporate partnerships. This is a national role involving regular UK travel to attend meetings and support or present at events.
The Head of Strategic Partnerships will bear responsibility for the success of the division. They will build the team's objectives and oversee the roll out of the strategy to reach these goals.
Primary Job Functions- Deliver against quarterly sales targets and agreed Key Performance Indicators.
- Build and roll out Strategic Partnerships strategy, seeking input from key internal stakeholders where necessary.
- Ongoing account management responsibility for key clients, ensuring both panel positions and relationships are maintained to a high standard.
- Drive the Strategic Partnership opportunities to help enable the BDM team to exceed sales targets for tax efficient investments.
- Position both yourself and the company as a trusted business partner for existing and new clients.
- Build annual budget proposal for Strategic Partnerships events and marketing activity.
- Seek to negotiate costs, where possible, and ensure all spend is effective through utilising available MI to demonstrate ROI.
- Day-to-day line management responsibility for Strategic Partnership Team - currently an SP Manager, with approval for recruitment of an SP Executive.
- Hold ultimate responsibility for all ongoing due diligence requirements with key accounts, utilising other key stakeholders, such as Business Line Directors, where necessary.
- Work with key partners to agree and coordinate all activity, ensuring the successful execution of all commitments.
- Work collaboratively with the sales team to ensure all Strategic Partnerships opportunities can be maximised.
- Take overall responsibility for building and delivering presentation decks for webinars and live events.
- Work collaboratively with the marketing team in the development of new presentation content, emails, and collateral.
- Maintain MI using Salesforce and other data sources to ensure oversight of fundraising and to monitor progress with key accounts, projects, and sales initiatives.
- Work closely with the Head of Internal Sales to ensure all event leads are followed up effectively and in a timely manner.
- Work with BDM Team to maximise the effectiveness of each strategic partnership.
- Attend and support adviser, industry and partner conferences and other events.
- Ensure a good flow of relevant information to/from the BDM Team.
- Remain abreast of industry news, utilising knowledge to develop relationships with new clients.
- Encourage and collate feedback from our selected partners and cascade this feedback to the relevant individuals.
- Ensure a comprehensive understanding of the business and its tax efficient investment suite.
- Generate reports for internal use, as appropriate.
- Knowledge and/or experience of tax efficient services.
- Hold or working towards industry specific exams.
- Proven track record in developing relationships within the adviser market, ideally at a senior level.
- Leadership experience would be very beneficial.
- Experience selling an investment solution to the IFA channel.
Head of Strategic Partnerships / Asset Management / Wealth / Tax Efficient Investments / Key Ac[...] employer: North Dakota State University
Contact Detail:
North Dakota State University Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Strategic Partnerships / Asset Management / Wealth / Tax Efficient Investments / Key Ac[...]
✨Tip Number 1
Network actively within the financial services industry. Attend relevant conferences, seminars, and events where you can meet potential clients and partners. Building relationships with key players in the adviser market will give you an edge in understanding their needs and how to position yourself effectively.
✨Tip Number 2
Stay updated on industry trends and news related to tax efficient investments and asset management. This knowledge will not only help you in conversations but also demonstrate your commitment to the field, making you a more attractive candidate for the role.
✨Tip Number 3
Develop strong presentation skills, as you'll need to create and deliver engaging content for webinars and live events. Practising your public speaking and presentation techniques will prepare you for showcasing your expertise and the company's offerings effectively.
✨Tip Number 4
Familiarise yourself with Salesforce and other data management tools that are commonly used in the industry. Being proficient in these systems will not only streamline your work but also show your readiness to hit the ground running in managing key accounts and tracking performance.
We think you need these skills to ace Head of Strategic Partnerships / Asset Management / Wealth / Tax Efficient Investments / Key Ac[...]
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in strategic partnerships, asset management, and client relationship management. Use specific examples that demonstrate your success in meeting sales targets and managing key accounts.
Craft a Compelling Cover Letter: Write a cover letter that clearly outlines your understanding of the role and how your skills align with the company's objectives. Mention your experience in building strategic partnerships and your ability to drive sales through effective account management.
Showcase Leadership Skills: Emphasise any leadership experience you have, particularly in managing teams or projects. Highlight your ability to motivate others and drive results, as this is crucial for the Head of Strategic Partnerships role.
Demonstrate Industry Knowledge: In your application, showcase your knowledge of tax-efficient investments and the adviser market. Mention any relevant qualifications or industry exams you hold or are pursuing, as this will strengthen your application.
How to prepare for a job interview at North Dakota State University
✨Understand the Role Thoroughly
Before the interview, make sure you have a deep understanding of the responsibilities and expectations of the Head of Strategic Partnerships role. Familiarise yourself with the company's strategic goals, key clients, and the importance of tax-efficient investments in their portfolio.
✨Showcase Your Relationship-Building Skills
Since this role involves managing key client relationships, be prepared to discuss your experience in building and maintaining partnerships. Share specific examples of how you've successfully developed relationships in the adviser market and how those have benefited your previous employers.
✨Demonstrate Leadership Experience
Highlight your leadership skills and experiences, especially if you've managed teams before. Discuss how you plan to lead the Strategic Partnerships Team, set objectives, and ensure that the team meets its sales targets while fostering a collaborative environment.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and strategic thinking. Prepare scenarios where you've had to negotiate costs, manage client expectations, or drive sales initiatives. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
