Dynamic Planner is a key part of a broad, highly detailed ecosystem of platforms, providers, technology partners, and data sources. We are proud of our market leading integrations estate, and our Open API capabilities, and continue to build on these by expanding our existing relationships and integrations and working with new partners to build out our interconnectivity in the ecosystem.
This role is responsible for maintaining and growing Dynamic Planner's integration, platform and provider relationships day to day. Working closely with Product and Technology teams, you will understand customer and adviser requirements and help ensure our ecosystem continues to deliver value to customers and partners alike.
You will maintain strong working relationships with platforms, providers, discretionary fund managers and technology partners, supporting the ongoing direction of our integration and platform coverage.
You will also own the datasets that form the basis of our research software, ensuring that they are accurate and up to date through regular correspondence with providers.
Skills & Experience
- Knowledge of the UK retail investment, adviser platform and provider landscape.
- Experience working with investment platforms, asset managers, providers, discretionary fund managers or adviser technology businesses.
- Understanding of adviser workflows, platform capabilities, proposition development and market trends.
- Ability to develop and maintain stakeholder relationships across product, technology and partner teams.
- Comfortable working across multiple teams to influence outcomes and drive delivery.
- Strong communication skills with the ability to represent Dynamic Planner internally and externally.
- Experience managing complex stakeholder groups and balancing competing priorities.
- Professional experience within financial services, investment management, adviser technology or platform businesses.
Platforms & Integrations Manager employer: Dynamic Planner
Dynamic Planner is an exceptional employer for those looking to kickstart their sales career in the vibrant financial services sector. With a strong focus on employee growth, we offer structured onboarding, coaching, and opportunities to progress into various roles within our B2B SaaS environment. Our collaborative work culture encourages initiative and curiosity, ensuring that every team member has the support and resources needed to thrive in their career journey.
