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Senior Relationship Manager, Share Plans & Registration

Link Group

Greater London

Hybrid

GBP 80,000 - 100,000

Full time

Today
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Job summary

A leading financial services company in the UK is seeking a Senior Relationship Manager for Hybrid work in London or Leeds. The role focuses on enhancing client relationships in Share Registration and Share Plans. Candidates must have at least 5 years of relevant experience, strong communication skills, and a commitment to revenue growth. The position offers various benefits including 26 days of leave, health rewards, and a company pension scheme.

Benefits

26 days annual leave plus additional days
Health and wellbeing rewards
Employee recognition programme
Company Pension Scheme
Medical insurance
Life Assurance
Paid parental leave

Qualifications

  • At least 5 years' experience in share registration and share plans.
  • Exceptional verbal and written communication skills.
  • Strong cross-selling mentality.
  • Proven line management expertise.
  • High level of attention to detail.
  • Customer-focused attitude with client-facing experience.
  • Ability to apply critical and commercial thinking.
  • Excellent Microsoft Office skills.

Responsibilities

  • Increase revenue through cross-selling of services.
  • Manage and strengthen client relationships.
  • Anticipate client needs for financial benefits.
  • Maintain effective business relationships with clients.
  • Act as a point of escalation for service issues.
  • Engage clients in new product roll-outs.
  • Support Business Development and Marketing teams.
  • Participate in post-implementation reviews.
  • Ensure clients are charged correctly.
  • Identify and implement operational efficiencies.
  • Coach and support Client Relationship Managers.
  • Model team development and risk awareness.

Skills

Verbal and written communication
Cross-selling mentality
Line management expertise
Attention to detail
Commercial awareness
Critical thinking
Microsoft Office skills

Education

5 years in share registration and share plans

Tools

SalesForce knowledge
Job description
Overview

The Senior Relationship Manager, Share Plans & Share Registration will be based on a hybrid basis from either of our stunning locations in Leeds or London. This means you will need to be within a commutable distance to enable you to be in the office each week.

You will be responsible for providing leadership within the Share Registration and Share Plans Client Relationship team, driving business growth and enabling the MUFG Corporate Markets (CM) client relationship business to perform strongly. The role holder will play a significant role in supporting the strategic planning, management and implementation of initiatives that meet client needs, ensuring retention and optimising client relationships, in addition to building a high performing culture and making MUFG Corporate Markets a great place to work.

You will get the chance to follow your chosen career path anywhere in MUFG Pension & Market Services. You will be joining a network of experienced, innovative and dedicated individuals across multiple teams and countries. There are countless opportunities to learn new skills and develop in your career and we will provide the support you need to do just that.

Benefits
  • 26 days annual leave, plus a wellbeing day, a volunteer day, bank holidays and the opportunity to buy up to 5 days' extra each year
  • Health, wellbeing and lifestyle rewards that can be tailored to support you and your family. Everything from: Employee Assistance Programme; Discounts on retail and socialising; Travel and technology; cycle2work scheme; A host of gym and fitness subscriptions; Car Salary Sacrifice scheme
  • Appreciate programme: Employee recognition programme
  • Company Pension Scheme
  • Medical insurance
  • Life Assurance
  • Paid Maternity, Paternity, Adoption Leave, Shared Parental Leave
What you need
  • At least 5 years' demonstrable experience within a share registration and share plan environment, with a strong focus on exceeding and delivering client needs
  • Exceptional verbal and written communication skills, with the ability to build and maintain good relationships with a variety of internal and external stakeholders
  • A strong cross‑selling mentality, with the drive, desire, ambition and determination to grow the revenues attached to your allocated client portfolio
  • Strong line management expertise, with demonstrable experience supporting, managing and coaching a team
  • A high level of attention to detail
  • Energy, resilience, flexibility and a customer focused attitude with experience in a client / customer facing role and excellent commercial awareness to enable you to understand client requirements
  • The ability to apply critical and commercial thinking to help achieve solutions to complex problems whilst looking at the bigger picture to enable you to make recommendations for improvements across the division
  • Excellent Microsoft Office Skills, especially Word, Excel, PowerPoint and Outlook, with SalesForce knowledge advantageous
  • The ability to work within a fast‑paced, ever changing environment whilst using your own initiative to manage and prioritise your work
Day to Day, you will:
  • Increase revenue through cross‑selling of other MUFG Corporate Markets services, working closely with business development teams and leaders to ensure strategic alignment of growth and cross‑selling initiatives
  • Build and maintain sustainable and demonstrably stronger partnerships with clients by proactively managing and owning client relationships, including instigating regular ongoing client contact, with the ultimate aim of becoming a trusted adviser to the client
  • Demonstrate a high‑level of understanding of the client's needs and an ability to anticipate potential requirements that may in the longer term have a financial benefit for MUFG Corporate Markets
  • Develop and maintain effective business relationships with the clients and associated third parties, including lawyers, brokers, auditors and printers
  • Act as a point of escalation as required for clients under management to ensure the effective and timely resolution of any identified service issues
  • Proactively engage with clients in the roll‑out of MUFG CM initiatives and new product offerings, working across the business to monitor and uphold service provision in line with the governance framework and agreed service levels
  • Provide support to both the Business Development and Marketing teams, using contacts to drive switch business and engaging with existing clients to support case studies, industry surveys and client events
  • Work proactively with colleagues in Operations to resolve issues collectively and participate in post‑implementation reviews as required
  • Ensure clients are charged in‑line with agreed fees and provide assistance to secure payments from clients with overdue invoices
  • Contribute to the continual identification and implementation of operational, procedural and cost‑saving efficiencies and processes
  • Develop, manage, support and coach Client Relationship Managers (CRM's) and Client Service Managers (CSM's)
  • Actively support team development through participation at external courses or client events as appropriate, acting as a role model for junior employees
  • Demonstrate strong risk awareness, proactively identifying emerging issues and ensuring all client activity and team colleagues adhere to regulatory, contractual and operational risk frameworks

The above list of key accountabilities is not an exhaustive list and may change from time‑to‑time based on business needs.

About Us

MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets - safely, securely and responsibly.

Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose‑built solutions and modern technology platforms that deliver world class outcomes and experiences.

A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.

About the Team

Our MUFG Corporate Markets division provides clients with a comprehensive corporate market offering that connects issuers to their stakeholders. Our uniquely integrated range of corporate markets capabilities includes shareholder management and analytics, stakeholder engagement, share and unit registry, employee share plans, and digital and print communications. We also offer company secretarial support, as well as various specialist offerings such as insolvency solutions. We operate in twelve countries throughout Australasia, Asia, Africa, the Middle East, United Kingdom and Europe.

Our teams combine a wealth of industry experience with a rigorous focus on client management to deliver a premium service underpinned by market leading digital technology provided by our Technology division.

MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.

Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.

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