Strategic Account Manager

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.

About the Role

• Drive execution of strategic account plans that accelerate growth and deepen partnerships with high-value national firms, networks, and consolidators.
• This role supports the Strategic Account Director by amplifying strategic impact—extending reach into key accounts, ensuring flawless delivery, and uncovering new commercial opportunities.
• With individual responsibility for managing a portfolio of accounts, leading engagement on emerging relationships, and collaborating closely with senior stakeholders, the Strategic Account Manager plays a critical role in advancing market leadership and unlocking long-term value.

What you’ll be responsible for:

• Account Management & Client Engagement: Act as the primary point of contact for assigned panel of accounts and provide support across other Strategic Partner firms as required, handling operational and service-related queries. Develop and maintain strong relationships with counterpart stakeholders within Strategic Partner businesses. Lead on assessing assigned emerging accounts where opportunities are not yet quantified, escalating for collaboration. Ensure timely and accurate delivery of products, services, and reporting to meet client expectations. Conduct regular client meetings to review performance, address concerns, and identify improvement opportunities. Represent the organization at key industry events and contribute to partner engagement activities. Support execution of opportunities derived through Strategic Partner activity in collaboration with Rathbones Regional Directors and BDDs/BDEs.
• Support Strategic Initiatives: Collaborate with internal stakeholders to implement account strategies and deliver on client objectives. Support the creation and delivery of thought leadership content where appropriate. Execute joint account plans, ensuring alignment with broader business goals. Identify opportunities to upsell or cross-sell Rathbones products and services and collaborate internally to ensure a joined-up approach.
• Revenue Growth & Retention: Contribute to achieving sales, revenue, and AUM growth targets through effective relationship management. Drive retention by ensuring high client satisfaction and proactively addressing risks. Identify new opportunities within existing accounts to broaden relationships and increase engagement.
• Collaboration & Internal Coordination: Work closely with the Strategic Account Director, Marketing, and Distribution teams to build and deliver go-to-market content supporting objectives for Asset Management, DFM, MPS, and Investing for Life in Retirement. Coordinate with internal teams—including investment management, operations, marketing, and compliance—to ensure a seamless client experience and alignment of opportunities to business interests.
• Market and Competitor Insights: Gather insights on market trends, client needs, and regulatory changes affecting the sector. Monitor competitors and provide actionable insights to adapt strategies and maintain a competitive edge.
• Brand Positioning and Advocacy: Represent Rathbones at industry events, conferences, and meetings with strategic partner firms where directed. Contribute to whitepapers, webinars, or presentations as directed.
• Compliance and Risk Management: Ensure all activities comply with FCA regulations and internal compliance standards. Mitigate potential risks in account management and sales processes. Ensure a robust governance framework is in place for all key accounts.

KPIs / Measures of Success:

• Robust account and joint business plans in place for each assigned account.
• Accurate and up-to-date Salesforce records: contact details, activity, and meeting notes.
• Broad representation of Rathbones with each key account (C-Suite, Marketing, Distribution, Operations, etc.).
• AUM growth targets (£300 million in 2025).
• Retention rate: 90%+ of existing AUM retained annually.
• Revenue generated from cross-selling additional services.
• Attendance and presentations at industry events.
• KPI measures include sales flow, activity, pipeline/opportunity rating, event plan, Salesforce & conferences.

About you:

• QCA Level 4 or equivalent.
• Good investment, industry, platform and fund knowledge.
• Strong proven experience delivering results in a fast-paced sales and client-centric environment.
• Ability to build and maintain strategic relationships with a variety of stakeholders.
• Ability to build a personal industry presence and network with external stakeholders and competitors.
• Confident in influencing and challenging thinking at senior levels with strong communication and presentation skills.
• Commercially astute with negotiation and influencing skills.
• Tenacity to drive growth in market volatility and change.
• Ability to lead through change and articulate direction as a business.

Our offer to you:

• A comprehensive remuneration package, with benefits including:
• A company pension – 9% non-contributory or 10% if you contribute 5%.
• Private medical insurance – Individual on joining, family after 1 year.
• Life assurance - 8 x salary.
• Company share scheme.
• Discretionary bonus.
• Flexible holidays – purchase up to 5 additional days.
• Green Car Scheme.
• Family friendly policies – enhanced family leave for parents & carers.
• Study support – study days and funding for courses and qualifications.
• Season travel ticket loans.
• Other voluntary benefits you can choose to suit you.

Life at Rathbones:

We are committed to building a diverse and inclusive workplace. We welcome applications from all backgrounds and strive to create a supportive environment for our colleagues. We’re a Level 2 Disability Confident Employer and encourage reasonable adjustments in the recruitment process. If needed, email recruit@rathbones.com.

Mission:

We believe in playing the long game: building consistent results, earning trust and doing the right thing for clients, colleagues, and communities. Our values guide how we work and the decisions we make.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.