At a Glance
- Tasks: Manage relationships with investment partners and oversee contractual agreements.
- Company: A historic financial institution with a commitment to innovation and integrity.
- Benefits: Flexible working arrangements, workplace accommodations, and opportunities for professional growth.
- Other info: Dynamic work environment focused on collaboration and exceptional talent.
- Why this job: Join a team that values your input and helps you make a real impact in finance.
- Qualifications: Strong analytical skills and experience in relationship management.
The predicted salary is between 50000 - 60000 £ per year.
Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions. Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent. We will consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role.
Key Work Level Accountabilities
- Oversee contractual arrangements with investment partners, DFMs and bond providers
- Lead commercial governance of investment partner relationships
- Review and approve non-standard investment assets prior to onboarding
- Monitor delivery against onboarding commitments and expected platform flows
- Maintain effective oversight of AML and due diligence activities relating to offshore assets
- Ensure investment partner relationships support good customer outcomes and platform strategy
- Maintain audit-ready evidence of onboarding decisions, monitoring activities and relationship governance
- Provide challenge and escalation where contractual expectations or commercial assumptions are not being met
Key Responsibilities for this role
- Act as relationship lead for DFMs, fund managers and bond providers
- Maintain regular governance and relationship reviews with investment partners
- Monitor service quality and responsiveness of investment partners
- Escalate relationship concerns and drive resolution activities
- Ensure investment partnerships remain aligned to strategic objectives
- Own oversight of contractual agreements and amendments relating to investment partnerships
- Lead review and challenge of contractual changes
- Coordinate with Legal and Procurement on contract updates
- Ensure contractual obligations, service expectations and commercial arrangements remain appropriate
- Maintain contractual inventories and governance records
- Review onboarding recommendations provided by SS
Contact Details:
PVH (Tommy Hilfiger/Calvin Klein) Recruitment Team
