The Openwork Partnership
Partnerships Development Manager
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The opportunity
Our Partnership Development Managers (PDMs) play a key role in supporting the effective delivery of our group strategy through the support of our Partnerships at a firm and adviser level. Cultivating key conversations and relationships, your goal will be to ensure that we support our Partnership firms and contribute to the growth and holistic performance of the organisation. The role provides full autonomy and the opportunity to make a significant impact in the external marketplace. You will be a true ambassador for The Openwork Partnership and the go-to for your firms with the backing and support of an award-winning company. This is a fantastic opportunity to join us at a key time in our development here at The Openwork Partnership.
The benefits
- Salary - up to £75,000-£79,000
- Car Allowance - £4236
- Bonus scheme - on target bonus - 15%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection
- Death in service - 4x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Key Accountabilities
- Be a trusted, skilled Openwork representative, proactively building and maintaining strong relationships to the Openwork Relationship Management standards.
- Provide consultancy and business development expertise to achieve growth according to targets and best practices.
- Developing relationships with key SMEs whilst leading initiatives to support the growth of our Partners to optimise client and market opportunities.
- Define, document and agree, and regularly review business objectives and targets with Principals by diagnosing and addressing issues and opportunities relating to business development.
- Be a centre of knowledge and accountable driving force for the Openwork proposition, process, systems, and digital platforms.
- Help to identify risks or warning signs and flag them for intervention.
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What will you need to succeed?
- Previous experience across B2B / intermediary relationships, and thorough understanding of distribution models in the Financial Services marketplace.
- Experience in understanding and supporting small and medium-size businesses with developing business plans and driving commerciality.
- Good working knowledge of the key areas of, investment, protection/insurance, mortgage, and pension products.
- Demonstrable knowledge in terms of financial services distribution, issues facing owners of financial adviser businesses, commercial models, and key relevant rules and legislation.
- Experience in addressing risk management issues through professional and challenging interactions.
- Previous knowledge and use of CRM/contact systems, and/or experience in the use of other contact management tools.
- General knowledge of financial advice regulation and able to be fully conversant with the Openwork Suitable Advice Framework.
- Good understanding of how different business practices, operating models, and product propositions can benefit different types of businesses and their customers.
- Good working knowledge of Microsoft Outlook, Excel, Word and PowerPoint.
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Why us?
We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.
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