Strategic Delivery Manager

The Openwork Partnership; Swindon; On-site; GBP 63,000 - 75,000; Full time

Job summary

A leading financial services company in Swindon seeks a Strategic Delivery Manager to drive partnership development and business growth. The ideal candidate will identify new business opportunities, manage client relationships, and collaborate with internal teams for exceptional service. Key requirements include a Level 4 Diploma in Financial Planning and a proven sales track record, along with strong negotiation and analytical skills. This role offers a salary of £75,000, bonus potential, and a range of flexible benefits.

Benefits

Pension scheme with matching contributions

Flexible benefits including private medical insurance

27 days holiday plus bank holidays

Qualifications

• Proven track record of meeting sales targets.
• Strong understanding of financial services products.
• High attention to detail and commitment to accuracy.

Responsibilities

• Identify and pursue new business opportunities within target markets.
• Act as the primary liaison for ongoing engagement and support.
• Deliver proactive relationship management for high satisfaction levels.

Skills

Stakeholder management

Negotiation

Analytical thinking

Attention to detail

Education

Level 4 Diploma in Financial Planning

Job description

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We're looking for a passionate Strategic Delivery Manager to forge powerful partnerships and fuel business growth.

In this role, you'll be at the heart of our growth ambitions - uncovering new opportunities, and deepening the connection with our existing Partners and Firms. You'll play a key role within Partnership Services - combining sales strategy, client relationship management, and market insight to drive our long-term success.

The opportunity

We're seeking a Strategic Delivery Manager to lead partnership development and business growth initiatives.

This role involves identifying new business opportunities, managing client relationships, and collaborating with internal teams to deliver exceptional service. The position is based in Swindon, with nationwide travel required.

What we offer:

• Salary - £75,000
• Bonus scheme - on target bonus - 15%
• Pension scheme - contribute up to 5% of your salary, with Openwork matching an additional 5%
• Critical illness cover
• Income protection
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• Flexible benefits including private medical insurance, dental insurance, and more.

What you'll be doing:

• Identifying and pursuing new business opportunities within target markets
• Acting as the primary liaison to ensure ongoing engagement and support
• Delivering proactive relationship management to ensure high satisfaction levels
• Conducting regular service reviews and feedback sessions
• Collaborating with internal teams to deliver seamless service
• Preparing and delivering presentations and proposals to potential clients
• Expanding service usage and negotiating commercial terms, renewals, and service expansion
• Ensuring compliance with internal policies and regulatory requirements
• Maintaining accurate partner records, contact history, and engagement plans
• Achieving KPIs related to lead opportunities and onboarding new clients

What will you need to succeed?

• Level 4 Diploma in Financial Planning
• Proven track record of meeting sales targets
• Strong understanding of financial services products
• Good understanding of T&C framework
• High attention to detail and commitment to accuracy
• Exceptional stakeholder management, negotiation, and communication skills
• Strong analytical, problem-solving, and decision-making abilities
• Ability to meet standards and deadlines independently
• Commercial acumen to balance strategic and operational priorities
• Ability to operate effectively under pressure

Why us?

We are a dynamic, fast-growing business with a strong culture of development and inclusivity. Recognized as one of the Best 100 Large Companies to work for in 2022, we value individuality and are committed to an inclusive environment that respects all differences. We believe everyone can make a difference, and your race, religion, disability, or gender will never be barriers. At Openwork, we foster a caring ethic and support work-life balance, trusting you to choose when, where, and how you work.