Partnership Director

Job Description Summary:

Partnerships Director

Location: Edinburgh or London

Job Type: Permanent

Closing date: 29th June 2026

Key Responsibilities

• Manage the overall relationship and client service delivery
• Develop and maintain deep, trusted relationships at senior levels
• Establish a detailed understanding of the client’s business model, strategy, and investment requirements to proactively identify opportunities
• Define and execute client-specific growth strategies, aligned to firm-wide objectives
• Identify new revenue opportunities across asset classes, structures and channels
• Lead negotiations on commercial terms ensuring sustainable and scalable relationships
• Position the firm as a long-term strategic partner, not solely a product provider
• Translate client requirements into clear, actionable investment mandates coordinating across internal areas including Investment teams, Product Specialists, Client Service, Operations, Legal and Compliance
• Oversee and challenge the execution of investment mandates on behalf of the client
• Coordinate internal resources and create partnerships across teams to ensure effective delivery of key client objectives
• Act as the key point of contact for board members and investment committees
• Develop and maintain formal account plans
• Develop a broad understanding of asset classes across the Aegon Group and connect opportunities appropriately
• Ensure the client perspective is represented in business decision-making
• Maintain compliance with regulatory, legislative, and internal governance requirements, including SMCR and MiFID II
• Maintain accurate and timely records of client interactions and pipeline
• Provide high-quality management information on client performance, risks, and opportunities
• Undertake ongoing professional development to meet knowledge & competence requirements

Qualifications

• Significant experience in asset management distribution or client relationship management
• Strong track record of managing and growing strategic client relationships
• A broad understanding of investment markets and products across asset classes
• The ability to identify, shape and clearly articulate new investment opportunities
• Strong awareness of how operational implementation and delivery models impact investment outcomes
• A collaborative mindset, with the ability to build strong working relationships across teams
• Confidence to lead where appropriate and take ownership of key initiatives
• A track record of encouraging strategic thinking and driving forward client development approaches
• Demonstrable experience working with investment markets and clients over the longer term
• Excellent communication skills, with the ability to influence and engage senior stakeholders

Key Competencies

• Strategic thinking and partnership mindset
• Commercial acumen and negotiation skills
• Relationship building at senior levels
• Resourcing and managing teams with both direct and indirect reporting

What’s in it for you?

• A competitive salary, depending on the experience you can bring
• A non-contributory pension between 9%-13%
• A discretionary bonus, depending on personal and company performance
• 27 days leave per year (plus bank holidays, pro-rated for part-time)
• Private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits including retail discount vouchers, cycle-to-work scheme, subsidised restaurant and online GP appointments

Equal Opportunity Employer: We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.