Strategic Relationship Manager

Job Title: Strategic Relationship Manager

Location: Edinburgh, Bristol, Leeds, London and Nationwide

Hours: Full time

Working Pattern: This is a remote field based role which requires regular travel to meet with Clients throughout the UK. 

About This Opportunity:

Scottish Widows goal is to retain, develop and grow relationships with the workplace pensions and intermediary market, influencing advisers and clients to help build our business and achieve our challenging market share aspirations.

The role of the Strategic Relationship Manager (SRM) is to develop and manage relationships with our Workplace Pensions clients in order to defend and grow our funds under Management, influence them to place new or additional business with us, secure their support to deliver our workplace strategy and contribute to our market share objectives by retaining and growing their existing schemes with us. This complements our focus to build strong and enduring relationships, acknowledges our evolving market and inspires confidence in our plans to deliver good customer outcomes

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What you’ll be doing:

• Own relationships with the clients in your portfolio. Formulating and implementing effective business plans which achieve franchise growth in the context of a volume environment.
• Grow and retain a volume base of existing owned schemes, communicating Scottish Widows proposition and digital advancements through effective client communications.
• Build an understanding of the people, business plans and decision-making behaviour of a volume portfolio of clients in order to leverage growth across the business.
• Continually develop your knowledge of our Workplace Pensions proposition in order to promote Scottish Widows to an excellent level.
• You’ll be expected to relationship manage all client contact quickly and efficiently, meeting or exceeding Key Performance Indicators KPI measures and ensuring that a high quality client experience is delivered across your portfolio.
• You’ll develop client contact strategies for the portfolio to build relationships with the clients and look to establish that relationship for long term benefit to the Group.
• Build a wide internal network to understand and capitalise on multiple group relationships, skills and resources that may exist for clients. Where identified, supporting RA/Protection colleagues with new business leads or broader Workplace Pension opportunities
• Build high quality relationships across your volume portfolio and build on the client experience to secure strong Net Promoter Score (NPS) and 5 star advocacy

What you’ll need:

• Strong understanding of the workplace pensions market including regulatory, technical and legislative issues as well competitor insight.
• Exceptional relationship management skills, and excellent interpersonal skills
• Strong written and verbal communication skills
• Develop original, timely and creative solutions to complex problems. Always open to new ideas and ways of working
• Evidence of successfully managing client relationships.
• Qualified to or significant progress towards Level 4

About working for us:

Our ambition is to be the top tier UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we’re committed to creating an environment in which everyone can thrive, learn and develop.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

Ready for a career where you can have a positive impact as you learn, grow and thrive? Apply today and find out more.