Quilter

5 days ago

Senior Relationship Manager (Central & West Midlands)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Provide objective advice and support to Appointed Representative (AR) firms and National advisers across the Central and West Midlands region, helping them grow and manage their business effectively. Lead and coach a small team of Relationship Managers, deliver campaigns and initiatives, onboard new advisers and AR firms, and maintain strong contractual relationships. Ensure customer outcomes remain central while working compliantly with Risk and Compliance stakeholders.

Location: America/Chicago

Workplace: Remote

Employment Type: Full time · Permanent

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Provide objective advice and assistance to AR firms and National advisers on strategy, structure, management, and operations to support business growth.
•Work with a panel of strategic partner and key account AR firms and advisers, owning commercial drivers and maintaining contractual relationship integrity.
•Collaborate across stakeholders to deliver coordinated support, lead regional campaigns and initiatives, and ensure good customer outcomes.
•Manage two Relationship Managers in the designated region and drive performance objectives across AR firms and advisers.
•Contribute to onboarding new AR firms and National advisers and partner compliantly with Risk and Compliance to meet Consumer Duty.

Pay and Benefits

Perks:Paid LeavePensionHealth InsuranceLife AssuranceIncome Protection

Key Requirements

•Wealth of experience in a financial services sales environment, with deep understanding of AR principals and advisers.
•Experience operating in a financial advice network and building professional, mutually beneficial relationships.
•Detailed knowledge of wealth, mortgage and protection propositions, including platforms and asset gathering.
•Knowledge of compliance requirements and operating within a risk-managed environment, with strong understanding of commercial drivers and performance metrics.
•Ability to communicate effectively with different audiences and coach/develop Relationship Managers as a people manager.

Experience:Financial servicesWealth managementFinancial advice networks

Skills:CommunicationCoachingStakeholder managementRelationship buildingLeadership

Company Brief

Quilter

Quilter plc is a UK-based wealth management and financial planning company offering investment management, retirement planning, and financial advice services to individual and intermediary clients across the UK and internationally.

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 2018

Website

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Quilter

5 days ago

Senior Relationship Manager (Central & West Midlands)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Location: America/Chicago

Workplace: Remote

Employment Type: Full time · Permanent

Job Function: Customer Success & Account Management

Seniority: Manager level

Key Responsibilities

•Provide objective advice and assistance to AR firms and National advisers on strategy, structure, management, and operations to support business growth.
•Work with a panel of strategic partner and key account AR firms and advisers, owning commercial drivers and maintaining contractual relationship integrity.
•Collaborate across stakeholders to deliver coordinated support, lead regional campaigns and initiatives, and ensure good customer outcomes.
•Manage two Relationship Managers in the designated region and drive performance objectives across AR firms and advisers.
•Contribute to onboarding new AR firms and National advisers and partner compliantly with Risk and Compliance to meet Consumer Duty.

Pay and Benefits

Perks:Paid LeavePensionHealth InsuranceLife AssuranceIncome Protection

Key Requirements

•Wealth of experience in a financial services sales environment, with deep understanding of AR principals and advisers.
•Experience operating in a financial advice network and building professional, mutually beneficial relationships.
•Detailed knowledge of wealth, mortgage and protection propositions, including platforms and asset gathering.
•Knowledge of compliance requirements and operating within a risk-managed environment, with strong understanding of commercial drivers and performance metrics.
•Ability to communicate effectively with different audiences and coach/develop Relationship Managers as a people manager.

Experience:Financial servicesWealth managementFinancial advice networks

Skills:CommunicationCoachingStakeholder managementRelationship buildingLeadership

Company Brief

Quilter

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 2018

Website