Head of Workplace Relationship Management

Phoenix; City of Edinburgh; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading financial services company in the UK is looking for someone to confidently lead the Workplace Relationship Management function. The candidate will evolve client retention strategies and ensure strong market presence. Responsibilities include leading the team, managing key client relationships, and building market presence at industry events. Successful candidates will have a proven track record in achieving targets and fostering relationships with stakeholders.

Benefits

Competitive bonus

Private medical cover

38 days annual leave

Excellent pension

Income protection

Qualifications

• Proven track record of delivering on targets and business objectives.
• Ability to lead a team virtually with disparate colleagues.
• Strong relationship-building skills with senior stakeholders.

Responsibilities

• Lead and motivate the Relationship Management team.
• Manage relationships with key clients and Trustees.
• Build market presence at key industry events.

Skills

Self-management

Relationship management

Team leadership

Target achievement

Pressure handling

Job description

Job Description

Job Type: Permanent

Location: Any location with travel to London and Edinburgh.

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. You can read more about Phoenix Flex here.

Closing Date: 5th Novemeber

Salary and benefits: From £95k, competitive bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.

Who are we?

We want to be the best place that any of our 6,600 colleagues have ever worked.

We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.

We are looking for someone to confidently lead the Workplace Relationship Management function.

The successful candidate will be responsible for evolving our client retention and growth strategy and maintaining our strong market presence, whilst support new business activity.

What are we looking for?

• Can self-manage and self-motivate with an ability to work with no supervision, also encouraging this of own team.
• Has a proven track record with delivering on targets and business objectives.
• Will establish strong relationships with senior stakeholders across the wider business to ensure we meet or exceed client expectations.
• Has the ability to lead a team virtually with disparate colleagues.
• Can balance and manage conflicting and varying demands, often under pressure.
• Will confidently represent Standard Life externally at key meetings and at client pitches for new business and retention of existing clients.

Some Key Responsibilities Are

• Leading, engaging, developing and motivating the Relationship Management team to deliver on challenging targets and key business objectives.
• Responsible for managing the relationship with key clients and Trustees, developing a pipeline of growth opportunities and maximising retention of our Workplace clients.
• Building relationships with key external stakeholders including clients, advisers and Trustees to ensure provision of service meets/exceeds expectation and evolve our offering accordingly.
• Be commercially responsible for developing and growing effective and sustainable partnerships with key influencers and decision makers within aligned existing client companies.
• Build a market presence through lead visibility at key industry events (i.e. PLSA, Corporate Adviser Summit) and SL hosted events (i.e. Client Council).

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.

Find out more about

• Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
• Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us

Senior Managers Certification Regime (SMCR)

Role

This role is covered by the Senior Managers & Certification Regime (SM&CR) as a certified role. Therefore this role is subject to annual certification by Phoenix Group, as well as regulatory compliance standards. Anybody performing this role will be subject to:

• PRA Individual Conduct Standards
• FCA Senior Individual Conduct Rules

Further information on the Senior Managers & Certification Regime can be found on the FCA website.