Account Relationship Manager – Strategic Network Partnership (London and Home Counties)

About This Opportunity

We are representing a confidential fintech client seeking an Account Relationship Manager to cover London and the Home Counties. This is a field-based role focused on building and deepening relationships with financial advisers within a major national wealth network partnership.

Our client operates a digital savings platform serving individuals, businesses, and professional advisers. This partnership represents one of their most significant distribution channels, with over 5,000 advisers across multiple regions and substantial growth potential still to be unlocked.

Responsibilities

• Own and manage a defined regional portfolio of partner advisers, taking full accountability for engagement depth and referral volume within your territory
• Spend the majority of your time in the field conducting face-to-face visits with advisers in their offices, attending regional network events, and building relationships that drive consistent referral activity
• Proactively engage registered partners who have not yet begun referring clients, identifying barriers and working to unlock their activity
• Deliver clear and compelling presentations of the platform proposition to advisers, both one-to-one and in group settings
• Keep partners informed of product developments, platform enhancements, and any changes to functionality
• Act as the primary point of contact for partner queries, resolving issues with pace and accuracy
• Support partners through client onboarding processes, ensuring friction points are quickly addressed
• Maintain clear pipeline visibility, tracking engagement levels, referral volumes, and conversion activity across your region
• Provide regular reporting on regional performance, opportunities, and areas requiring support

What We're Looking For

• Proven experience in field-based sales or relationship management, with a track record of building trusted face-to-face relationships and converting engagement into commercial outcomes
• Genuine enthusiasm for field work—you must be energised by travel, variety, and in-person interaction
• Strong personal presence and communication skills, with the confidence to represent the business credibly in front of financial advisers and wealth professionals
• Understanding of the financial advice market, the IFA and restricted adviser landscape, and how cash management fits within an adviser's client proposition
• Familiarity with large national wealth network models is advantageous, particularly how advisers operate as Appointed Representatives within corporate distribution partnerships
• Sufficient financial literacy to hold credible conversations about cash management, interest rates, FSCS protection, and multi-bank diversification
• Commercially motivated self-starter who takes personal ownership of territory performance
• Disciplined approach to territory management, including effective time planning, pipeline tracking, and consistent follow-up

How We Work With You

Candidates apply directly through Get A Job.ai. Our talent team will conduct an initial screening to understand your background and ensure alignment with the role requirements. Qualified candidates will then be submitted to our client for consideration. Please do not attempt to contact the client directly, as all communication must flow through our recruiting process.

Pay

Compensation details will be discussed during the screening process based on experience and qualifications.

Equal Opportunity: Get A Job.ai is committed to inclusive hiring practices. We encourage applications from candidates of all backgrounds and experiences.