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- Tasks: Lead partner onboarding and manage key stakeholder relationships to drive business success.
- Company: Join a forward-thinking company that values flexibility and inclusivity.
- Benefits: Enjoy a competitive salary, generous leave, private medical cover, and more.
- Why this job: Make a real impact in the investment market while enjoying flexible working arrangements.
- Qualifications: Proven relationship management experience and a knack for identifying new opportunities.
- Other info: Dynamic role with national travel and excellent career growth potential.
The predicted salary is between 75000 - 105000 £ per year.
Job Type: Permanent
Location: London, or Edinburgh. With time spent on the road and at home.
Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process.
Closing Date: 23rd February
Salary and benefits: From £75k, plus an 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 and much more.
The Role:
- Lead and facilitate the Platform and DIM partner onboarding process end-to-end, with responsibility for advancing engagement with this population through close management of key stakeholders, propositional development and delivering beneficial business outcomes.
- To be successful in this role, you will be a proven high achiever who is an experienced relationship manager, comfortable managing existing partnerships and identifying new opportunities that present themselves through the continual evolution of the investment market place.
- The role requires national coverage so regular travel should be expected.
What are we looking for?
- Responsible for all aspects of generating flow opportunity through DIMs, e.g. campaign design and activity, working with the Retail Intermediary regional sales team.
- Working with DIMs to better understand the needs of the end customer through product support, including pensions, onshore and offshore bonds, as well as managing future structure changes in their businesses.
- 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 client records up to date in line with this activity.
- To design and deploy achievable business plans for targeted partners, defining strategic objectives, monitoring and reporting on success.
- To be able to analyse business plans and using panel and sales MI to drive actions and future direction, to inform and evolve business plans for short, medium and longer term.
- Working with colleagues across the Group to leverage relationships and experience to achieve joint business goals.
We Want To Hire The Whole Version Of You. We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you. If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.
Platform and DIM Relationship Manager employer: Phoenix Group
Contact Detail:
Phoenix Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Platform and DIM Relationship Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
Set up informal chats with professionals in your desired field. This isn’t a job interview, but a chance to learn and make a good impression. We can help you prepare questions that show your interest and knowledge about the role of a Platform and DIM Relationship Manager.
✨Showcase Your Skills
When you get the chance to meet potential employers, be ready to demonstrate your skills. Whether it’s through a presentation or a casual discussion, we suggest having examples of how you’ve successfully managed relationships and driven business outcomes in the past.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate candidates who can bring their unique experiences to the table.
We think you need these skills to ace Platform and DIM Relationship Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in relationship management and partnership development. We want to see how your skills align with the role of Platform and DIM Relationship Manager.
Showcase Your Achievements: Don’t just list your responsibilities; share specific examples of how you’ve successfully managed partnerships or driven business outcomes in the past. We love seeing quantifiable results!
Be Authentic: We’re looking for the whole version of you, so let your personality shine through in your application. Share what makes you unique and how you can bring value to our team.
Apply Early: Don’t wait until the last minute! We encourage you to apply as soon as possible through our website. This gives us a chance to review your application thoroughly and consider you for the role.
How to prepare for a job interview at Phoenix Group
✨Know Your Stakeholders
Before the interview, research the key stakeholders you’ll be working with in the role. Understand their needs and how your experience can help advance engagement. This will show that you’re proactive and ready to hit the ground running.
✨Demonstrate Relationship Management Skills
Prepare examples of how you've successfully managed partnerships in the past. Be ready to discuss specific strategies you used to identify new opportunities and how you maintained strong relationships with existing partners.
✨Showcase Your Analytical Skills
Since the role involves analysing business plans and using sales MI, come prepared with examples of how you've used data to drive decisions in previous roles. Highlight any tools or methodologies you’ve employed to monitor success and inform future actions.
✨Emphasise Flexibility and Adaptability
Given the national coverage and travel requirements, be ready to discuss your approach to flexibility in work arrangements. Share experiences where you adapted to changing circumstances while still achieving your targets.