Head of Third Party Relationship Management

Clark James are delighted to be working with a highly reputable business in Horsham, who are seeking a Head of Third Party Relationship Management. Our client are highly reputable and power bespoke wealth management and technology solutions for discretionary fund managers, national financial advisers and networks. The Company Our client draws on more than 20 years of UK market experience and in 2011 partnered with SEI as the custodian of client assets. Our Clients’ customers represent some of the best, most innovative and award-winning financial services groups in the UK and due to their combined volume and automated technology they can negotiate exceptional terms with third party investment and pension wrappers. The Role Working as Head of Third Party Relationship Management you will be reporting directly to the Managing Director, responsible for overseeing the Relationship Management Team. This role is responsible for continuously improving business relationships with Providers and where appropriate, clients. The goal of the area is to facilitate excellent relationships so that the Company, its partner firms and end-customers maximise the value of these relationships and maintain a good reputation. The Head of Relationship Management is a senior role, driven by a desire to provide a great experience to all firms and end-customers who engage with us, regardless of which combination of our services are consumed. Head of Third Party Relationship Management is driven to ensure the Company continuously improves its relationships with partners. Part of this role will see idea generation discussed between the Company and Third Party Providers to ensure the product offering remains at the forefront in the industry - whether through product development, steam-lining processes and/or improving straight through processing. There is a strong focus on using data to look for trends and problems, and analyse communications, contracts and negotiations. The insights are used to refine company practices. Key Activities & Responsibilities: • Overall responsibility for the management of the Company’s Relationship Management department • Overall responsibility for cultivating excellent relationships with Third-Party Providers • Contribute to the growth of the Company working with the senior team / directors to anticipate future demand / priorities • Lead and manage the relationship management department in order to: • Ensure Service Level Agreements are in place and MI tracked and reported monthly • Ongoing monitoring of performance and managing poor or inadequate performance of providers • Create and enforce plans that will help meet the needs of customers • Build long-term relationships with partners, providers and customers • Work quickly to address and resolve partner / provider / customer issues • Notify the sales team of new sales and cross-selling opportunities • Become familiar with the competition to stay ahead of them • Encourage good customer service practices • Help promote and maintain a positive company image • Lead competitor analysis and research to ensure knowledge based decision making in the Relationship arena • Deliver financial results in line with agreed budgets, revenue and profit targets • Support thinking and direction setting on new product need, identification of potential partnerships and process development • Promote brand and solution to ensure industry awareness and maximise sales leads/conversions through Industry Events and Networking Required Skills/Experience: • 5 years’ experience in managing key/strategic relationships • Ability to engage with business owners & decision makers, experience with 'C’ level engagement • Ability to lead and motivate • Excellent communication and relationship building skills, with the ability to communicate effectively at all levels. • Team player who can gain the support, confidence and commitment of internal and external stakeholders • Proven experience of presenting, influencing and negotiating with clients and colleagues at senior level • Excellent organisational skills • Graduate level degree • A high level of general investment knowledge is required Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. Please note All applications received will be dealt with in the strictest confidence Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.