Relationship Manager

Hymans Robertson; Greater London; Hybrid; GBP 55,000 - 85,000; Full time

Benefits offered by this job

Profit share scheme

Hybrid working

Volunteering leave

Mentoring opportunities

Aspire learning portal

Wellbeing support

Job summary

Hymans Robertson is recruiting for a Relationship Manager to join our Investment Services team on a full-time basis. You will work with Relationship Directors to develop and implement business development plans for targeted territories and identify prospective advice firms through data, networking and market research.

The role involves leading prospecting activities, arranging introductory meetings, and building trusted relationships with client firms to understand their goals and challenges.

Qualifications

• Experience in retail investment, discretionary fund management or financial advice market.
• Experience in business development, relationship management or client servicing.
• Strong understanding of the UK financial advice market.
• Commercial awareness and ability to identify growth opportunities.
• Excellent communication and presentation skills.

Responsibilities

• Develop and implement focused business development plans for their territories.
• Use Finscape data, networking and market research to identify and prioritise prospective advice firms.
• Deliver structured prospecting activity through calls, emails, meetings and event follow-up.
• Arrange and lead introductory meetings with prospective firms where appropriate.
• Build relationships with key stakeholders and understand their business goals, client needs and challenges.
• Attend industry events, conferences and seminars to develop relationships with prospective and existing firms.
• Support Relationship Directors throughout the new business process, including qualification, presentations, workshops, due diligence and proposals.
• Take increasing responsibility for progressing and converting new business opportunities, working with Relationship Directors and the investment team.
• Act as a formal point of contact for existing client firms and help deliver a high-quality client experience.
• Develop trusted relationships with client firms and, over time, take responsibility for managing selected relationships.
• Work with client firms to understand their business goals and identify where HRIS can add value.
• Coordinate and attend client review meetings, own agreed actions and issue clear follow-up information.
• Work with the investment, operations and wider teams to support presentations, onboarding and the implementation of new client relationships.
• Ensure client firms have access to the right people, information and resources across Hymans Robertson Investment Services.
• Maintain accurate CRM and pipeline records and provide clear management information on activity, opportunities and client engagement.
• Work with marketing and Relationship Directors to support campaigns, events and client communications.
• Build and maintain a strong understanding of the HRIS proposition, market developments and regulatory change affecting advice firms.
• Adhere to the firm's Information Security standards, policies and procedures.

Skills

Relationship management

Business development

Retail investment

Discretionary fund management

UK financial advice

Commercial awareness

Regulatory knowledge

Communication skills

Presentation skills

Travel willingness

Job description

The Vacancy

We currently have an exciting opportunity to join us as a Relationship Manager within our Hymans Robertson Investment Services team on a full-time basis.

What will your role look like?

This role of a Relationship Manager is a new and key role to the business and therefore needs to be undertaken by someone with experience of working in a similarly demanding and accountable role. Hymans Robertson launched a new Tailored Model Portfolio Service into the retail market in April 2021 focusing on quality regional advisor firms. We are looking for individuals with the appropriate experience and skill set to perform this role within our existing BDM team. Since launch we have added £4.5b in AUM.

• Work with Relationship Directors to develop and implement focused business development plans for their territories.
• Use Finscape data, networking and market research to identify and prioritise prospective advice firms.
• Deliver structured prospecting activity through calls, emails, meetings and event follow-up.
• Arrange and lead introductory meetings with prospective firms where appropriate.
• Build relationships with key stakeholders and develop a clear understanding of their business goals, client needs and challenges.
• Attend industry events, conferences and seminars to develop relationships with prospective and existing firms.
• Support Relationship Directors throughout the new business process, including opportunity qualification, presentations, workshops, due diligence and proposals.
• Take increasing responsibility for progressing and converting new business opportunities, working with Relationship Directors and the investment team.
• Act as a formal point of contact for existing client firms and help deliver a high-quality client experience.
• Develop trusted relationships with client firms and, over time, take responsibility for managing selected relationships.
• Work with client firms to understand their business goals and identify where HRIS can add value.
• Coordinate and attend client review meetings, own agreed actions and issue clear follow-up information.
• Work with the investment, operations and wider teams to support presentations, onboarding and the implementation of new client relationships.
• Ensure client firms have access to the right people, information and resources across Hymans Robertson Investment Services.
• Maintain accurate CRM and pipeline records and provide clear management information on activity, opportunities and client engagement.
• Work with marketing and Relationship Directors to support campaigns, events and client communications.
• Build and maintain a strong understanding of the HRIS proposition, market developments and regulatory change affecting advice firms.
• Adhere to the firm's Information Security standards, policies and procedures.

To enjoy and succeed in this role, you will have:

• Experience within the retail investment, discretionary fund management or financial advice market.
• Experience in business development, relationship management or client servicing.
• A strong understanding of the UK financial advice market.
• Commercial awareness and the ability to identify opportunities for growth.
• The ability to build credibility and trusted relationships with prospective and existing clients.
• An understanding of the regulatory environment affecting financial advice firms.
• Excellent communication and presentation skills in both spoken and written formats.
• Strong organisational and time management skills.
• Strong listening, influencing and relationship-building skills.
• A proactive, positive and solutions-focused approach, with the ability to work independently and collaborate effectively.
• A willingness to travel regularly and represent HRIS at prospect and client meetings, events and conferences.

We would also encourage applications from candidates who perhaps do not possess all the attributes and experience listed above but are competent with the majority and would be able to quickly develop the additional skills and experience required in post with our full support.

In addition to a competitive salary and access to our profit share scheme, we offer:

• A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
• A collaborative and encouraging work environment where your thinking and ideas are encouraged.
• On site mental health and wellbeing assistance.
• A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire.
• Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday.
• Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments – with the expectation of two ‘in-office’ days per week.
• A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm.

Please note, we recruit on a rolling basis, so early applications are recommended to avoid disappointment.

About Us

Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment.

We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment. We love innovative, independent thinking and want everyone to share their ideas.

Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards.

We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.

We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.

Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers here.

If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know.

Together, we can make this the best job you’ll ever have.

We Offer

Our culture

We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about out people, clients, community and the environment.

Job satisfaction

Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.

Reward and wellbeing

We offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.

Flexible working

We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.

Latest technology

We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.

Career development

There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.