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- Tasks: Lead strategic partnerships and manage key client relationships to drive business growth.
- Company: Join a dynamic team focused on asset management and tax-efficient investments.
- Benefits: Enjoy competitive salary, travel opportunities, and a collaborative work culture.
- Why this job: Be at the forefront of building partnerships that make a real impact in the finance industry.
- Qualifications: Experience in tax-efficient services and proven relationship-building skills are essential.
- Other info: This role involves regular UK travel and offers leadership opportunities.
The predicted salary is between 72000 - 108000 £ per year.
Head of Strategic Partnerships / Asset Management / Wealth / Tax Efficient Investments / Key Accounts / Fund Sales The Role 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.
Secondary Job Functions
- 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.
Skills / Knowledge
- 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
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Head of Strategic Partnerships / Asset Management / Wealth / Tax Efficient Investments / Key Ac[...] (London) 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[...] (London)
✨Tip Number 1
Network actively within the financial services industry, especially with professionals involved in asset management and tax-efficient investments. Attend relevant conferences and events to meet potential clients and partners, as this role requires strong relationship-building skills.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in tax-efficient investments. This knowledge will not only help you in discussions but also position you as a trusted advisor to clients, which is crucial for the Head of Strategic Partnerships role.
✨Tip Number 3
Demonstrate your leadership capabilities by showcasing examples of how you've successfully managed teams or projects in the past. This role involves overseeing a team, so highlighting your experience in leading and motivating others will be beneficial.
✨Tip Number 4
Prepare to discuss your strategic vision for partnerships during interviews. Think about how you would approach building and rolling out a Strategic Partnerships strategy, as this will be a key responsibility in the role.
We think you need these skills to ace Head of Strategic Partnerships / Asset Management / Wealth / Tax Efficient Investments / Key Ac[...] (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in strategic partnerships, asset management, and wealth management. Use specific examples that demonstrate your ability to build relationships and achieve sales targets.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the responsibilities outlined in the job description, particularly your experience in managing key accounts and driving commercial opportunities.
Showcase Leadership Skills: Since the role involves line management, emphasise any leadership experience you have. Provide examples of how you've successfully led teams or projects, and how you can contribute to building and rolling out the Strategic Partnerships strategy.
Highlight Industry Knowledge: Demonstrate your understanding of tax efficient investments and the adviser market. Mention any relevant qualifications or industry exams you hold or are working towards, as this will show your commitment to the field.
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 and how this position contributes to them.
✨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 past, particularly within the adviser market.
✨Demonstrate Your Strategic Thinking
The interviewer will want to see your ability to think strategically. Prepare to discuss how you would approach building and rolling out a Strategic Partnerships strategy, including how you would involve key stakeholders and measure success.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and decision-making abilities. Think of scenarios where you've had to manage multiple priorities or resolve conflicts in partnerships, and be ready to explain your thought process and outcomes.
