Training and Relationship Manager
Core
Strategic partner to private wealth and IFA advice practices, driving platform adoption, onboarding, and enablement.
Role type
Senior IC Training & Relationship Manager
Builds
Integrated investment platform solutions for private wealth and IFA firms
Domain
Financial services / Wealth management / Investment platforms
Deliverable
product features
Required skills
Relationship management, Onboarding strategy, Stakeholder engagement, Project management, Commercial awareness, CRM data management
Preferred skills
Investment platform technology experience, Managed accounts or custody solutions knowledge
Responsibilities
Lead onboarding and enablement programs for private wealth and IFA advice practices, Deliver tailored platform training and strategic guidance to advisers and practice teams, Build trusted relationships with advisers and key stakeholders, Partner with New Business Managers to support adviser growth and retention, Identify opportunities to deepen adviser engagement and increase platform adoption, Project manage complex onboarding, transition and implementation activity, Act as a key escalation point for client outcomes, Maintain accurate CRM and relationship management data
Seniority
Senior, hands-on IC