Strategic Relationship Manager

Lloyds Banking Group; London; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

Join a leading financial services organization as a Strategic Relationship Manager, focusing on nurturing key client relationships in the workplace pensions sector. You will play a pivotal role in driving growth, enhancing client experience, and achieving strategic business goals. With personal and professional development opportunities, this is a chance to make a meaningful impact while enjoying a flexible working environment and a comprehensive benefits package.

Benefits

Generous pension contribution of up to 15%

Annual performance-related bonus

Flexible working options such as job share

30 days’ holiday plus bank holidays

A range of wellbeing initiatives

Generous parental leave policies

Qualifications

• Strong understanding of the workplace pensions market, including regulatory and technical issues.
• Evidence of successfully managing client relationships.
• Ability to develop original and creative solutions.

Responsibilities

• Own relationships with clients in your portfolio to achieve franchise growth.
• Communicate propositions and advancements through effective client interactions.
• Develop contact strategies to build long-term relationships.

Skills

Exceptional relationship management skills

Strong written and verbal communication skills

Education

Qualified to or significant progress towards Level 4

Job description

End Date

Monday 21 July 2025

Salary Range

£0 - £0

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

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Job Description

Job Title:Strategic Relationship Manager

Location:Edinburgh, Bristol, Leeds, London and Nationwide

Salary: Competitive package

Hours: Full time

Working Pattern:This is a remote field based role which requires regular travel to meet with Clients throughout the UK.

About This Opportunity:

Scottish Widows goal is to retain, develop and grow relationships with the workplace pensions and intermediary market, influencing advisers and clients to help build our business and achieve our challenging market share aspirations.

The role of the Strategic Relationship Manager (SRM) is to develop and manage relationships with our Workplace Pensions clients in order to defend and grow our funds under Management, influence them to place new or additional business with us, secure their support to deliver our workplace strategy and contribute to our market share objectives by retaining and growing their existing schemes with us. This complements our focus to build strong and enduring relationships, acknowledges our evolving market and inspires confidence in our plans to deliver good customer outcomes

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What you’ll be doing:

• Own relationships with the clients in your portfolio. Formulating and implementing effective business plans which achieve franchise growth in the context of a volume environment.
• Grow and retain a volume base of existing owned schemes, communicating Scottish Widows proposition and digital advancements through effective client communications.
• Build an understanding of the people, business plans and decision-making behaviour of a volume portfolio of clients in order to leverage growth across the business.
• Continually develop your knowledge of our Workplace Pensions proposition in order to promote Scottish Widows to an excellent level.
• You’ll be expected to relationship manage all client contact quickly and efficiently, meeting or exceeding Key Performance Indicators KPI measures and ensuring that a high quality client experience is delivered across your portfolio.
• You’ll develop client contact strategies for the portfolio to build relationships with the clients and look to establish that relationship for long term benefit to the Group.
• Build a wide internal network to understand and capitalise on multiple group relationships, skills and resources that may exist for clients. Where identified, supporting RA/Protection colleagues with new business leads or broader Workplace Pension opportunities
• Build high quality relationships across your volume portfolio and build on the client experience to secure strong Net Promoter Score (NPS) and 5 star advocacy

Why Lloyds Banking Group:

If you think all banks are the same, you’d be wrong. We’re an innovative, fast-changing business that’s shaping finance as a force for good. A bank that’s empowering its people to innovate, explore possibilities and grow with purpose.

What you’ll need:

• Strong understanding of the workplace pensions market including regulatory, technical and legislative issues as well competitor insight.
• Exceptional relationship management skills, and excellent interpersonal skills
• Strong written and verbal communication skills
• Develop original, timely and creative solutions to complex problems. Always open to new ideas and ways of working
• Evidence of successfully managing client relationships.
• Qualified to or significant progress towards Level 4

About working for us:

Our ambition is to be the top tier UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we’re committed to creating an environment in which everyone can thrive, learn and develop.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 30 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

Ready for a career where you can have a positive impact as you learn, grow and thrive?Apply today and find out more.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.