Training & Relationship Manager
Core
Strategic partner driving platform adoption and onboarding for private wealth and IFA advice practices.
Role type
Senior client-facing relationship and enablement manager
Builds
Trusted adviser relationships and platform adoption within private wealth and IFA practices
Domain
Financial services / Wealth management / Investment platforms
Deliverable
client delivery
Required skills
Relationship management, onboarding program delivery, strategic guidance, project management, CRM data management, commercial awareness, stakeholder engagement, presentation skills
Preferred skills
Experience with investment platform technology, managed accounts, or custody solutions
Responsibilities
Lead onboarding and enablement programs for private wealth and IFA advice practices; Deliver tailored platform training and strategic guidance; 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; Project manage complex onboarding and implementation activity; Act as a key escalation point for client outcomes; Maintain accurate CRM and relationship management data
Seniority
Senior, hands-on IC