Relationship Team Leader – Strategic Networks

About This Opportunity

We are representing a confidential fintech platform in their search for a Relationship Team Leader to manage their most strategically significant partnership with a major UK wealth network. This is a player-manager role where you will lead a field-based team of four Account Relationship Managers while maintaining your own portfolio of high-value partner relationships.

The network spans over 5,000 partners across four regions, with significant opportunity to deepen engagement and increase referral frequency among existing partners. You will serve as the senior day-to-day point of contact for this partnership, balancing hands-on partner engagement with team leadership and development.

Responsibilities

Team Leadership & Performance

• Lead, develop and motivate a team of four field-based Account Relationship Managers across defined territories
• Set clear expectations, provide regular coaching and create conditions for high performance
• Monitor regional referral volumes, partner engagement levels and conversion activity
• Run consistent team rhythm including one-to-ones, joint field visits, call reviews and performance sessions
• Support recruitment, onboarding and development of team members
• Act as first point of escalation for complex partner situations

Personal Partner Engagement

• Maintain your own portfolio of senior and strategically important partner relationships
• Spend meaningful time in the field contributing directly to referral growth (minimum 50% field-based)
• Lead engagement with regional management teams across the network
• Model the standard of partner engagement expected from your team
• Handle high-value or sensitive partner situations requiring senior involvement

Training & Partner Development

• Ensure team delivers high-quality, accurate presentations of the platform proposition
• Lead training sessions for partners at regional events and group practice meetings
• Keep team and partner network updated on product developments and platform enhancements
• Develop co-created engagement plans that embed the platform within the adviser framework

Commercial Oversight & Reporting

• Maintain clear view of channel commercial performance, referral volumes and regional variances
• Identify performance trends, diagnose reasons and recommend action
• Report to Head of Sales Operations with confidence
• Surface insights on partner sentiment, platform friction and competitive activity

What We're Looking For

Player-Manager Experience

• Proven track record leading field-based sales or relationship management teams while maintaining personal contribution
• Demonstrated ability to improve team performance through coaching and development
• Experience with joint visits, call reviews and targeted feedback in field environments
• Genuine investment in developing people around you

Network & Financial Services Knowledge

• Strong understanding of how large adviser networks operate, including restricted adviser structures and regional management dynamics
• Financial services knowledge enabling credible engagement about clients' financial planning needs and cash management
• Understanding of building trust and driving behaviour change within structured adviser networks

Commercial Drive & Presence

• Genuine commercial ambition with focus on team numbers and personal contribution
• Personal presence and credibility to engage confidently at senior levels within networks
• Structured, disciplined approach to managing complex partner portfolios across multiple territories
• Clear picture of performance across whole team while maintaining close relationships

Ways of Working

• Natural leadership creating clarity, accountability and momentum without micromanaging
• Comfortable in field-first environment with minimum 50% time out of office
• Strong communication skills for managing dispersed teams
• Collaborative partner to commercial leadership team
• Ambition to grow into broader commercial leadership role

How We Work With You

When you apply through Get A Job.ai, our talent team will review your background and conduct an initial screening conversation. If there's a strong match, we will submit your profile to our client for consideration. Please do not contact the hiring organization directly—all coordination and communication will flow through our recruiting team to ensure the best experience for everyone involved.

Pay

Compensation details will be discussed during the screening process with our recruitment team.

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