Flagstone
Relationship Team Lead - Strategic Network Partnership
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Relationship Team Lead - Strategic Network Partnership
What is Flagstone?
Flagstone is many things. An online savings platform, reinventing how individuals, businesses, and charities manage, protect, and grow their cash. A diverse group of people, bound by a collaborative spirit and shared purpose. And lastly, a thriving, profitable business – where smart people do their best work.
Each definition shares a common thread: their unique culture. It’s their pride and joy. And their competitive advantage.
Our Culture
To revolutionise the savings market, high performance takes more than talent – it requires a culture of kindness, respect, and growth.
That’s why Flagstone is building a diverse, inclusive community, where your voice is heard and valued. Where support and room to develop allow you to surpass your own expectations, all with rewarded outcomes.
Flagstone believes they won’t change the world, but they can change financial technology’s world. It takes a winning mix of drive, talent, and empathy – a culture that celebrates all three.
The Role: Relationships Team Lead
Flagstone is the UK’s leading cash platform, with £19bn in Assets under Administration and plans to reach £50bn by 2028. This role leads the team responsible for maximising their relationship with one of the UK’s largest national wealth networks – a partnership critical to Flagstone’s future growth.
About the Relationships Team Lead Position
The Relationships Team Lead oversees a team of four field-based Account Relationship Managers (ARMs), each responsible for a defined territory within the partner network, but this role goes beyond management.
This position demands a player-manager – someone who actively engages the partner network while simultaneously inspiring and leading their team to outstanding performance. Your role balances personal stakeholder engagement with the ** lifted performance of your team**. You must enjoy leading and delivering results just as much as growing your own pipeline.
The partner network spans 5,000+ Partners across four regions, with half having already referred clients to Flagstone in the past year. This opportunity focuses on deepening existing engagement, increasing referral frequency, and embedding Flagstone as the default for Partners when advising clients. You also play a key role in representing Flagstone strategically, as the senior, day-to-day face of the partnership.
What You’ll Be Doing
Team Leadership & Performance
- Lead, develop, and motivate four field-based ARMs, while setting clear, achievable expectations, providing regular coaching, and fostering high performance for each individual.
- Own and monitor team performance, monitoring referral volumes, Partner engagement levels, and conversion activity, intervening proactively as needed.
- Establish a consistent team rhythm, comprised of one-to-ones, joint field visits, call reviews, and performance sessions, ensuring accountability and continual improvement.
- Support recruitment, onboarding, and long-term development of ARMs, ensuring a capable and culturally-aligned team to sustain high performance as the partnership grows.
- Serve as the first point of escalation for the team when complex Partner situations or objections arise.
Personal Partner Engagement
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- Maintain a high-value portfolio of Partners, focusing on senior and strategically important relationships, while integrating field engagement and direct referral growth.
- Lead active engagement with regional management teams across the network, building relationships above the individual Partner level to enhance credibility and operational reach.
- Model the Partner engagement standards and delivery methods key to successful referrals, including proposition communication, objection handling, and building trust over time.
- Address sensitive or high-value Partner situations, leveraging your seniority and experience to positively influence outcomes.
Proposition Training & Partner Development
- Ensure the ARM team consistently presents Flagstone’s proposition accurately and compellingly across all territories.
- Lead training sessions for Partners when necessary, such as regional events, practice meetings, or newly onboarding practices, demonstrating senior engagement and credibility.
- Keep the ARM team and Partner network informed on product developments and platform enhancements, ensuring Partners have the confidence to refer high-quality client calls.
- Collaborate with the Head of Sales Operations and network’s leadership to develop Shared Engagement Plans, further embedding Flagstone in their advisor framework.
Commercial Oversight & Reporting
- Maintain a clear and up-to-date commercial view of the channel’s performance, including referral volumes, funded accounts, Assets under Administration (AuA), and regional variances.
- Identify positive and underperforming attritions, diagnose root causes, and prescribe actionable solutions with confidence.
- Leverage feedback from the Partner network to inform internal decisions, sharing operational insights such as Partner sentiment, platform friction, competitive threats, and product gaps.
What You’ll Bring
Player-Manager Experience
- A proven track record of leading a field-based sales or relationship team, while continuing to drive personal commercial outcomes.
- The ability to effectively hold both leadership and personal engagement responsibilities, ensuring both team performance growth and your own Partner relationships strengthen via seniority.
- Field-based coaching and development experience, such as joint visits and targeted one-to-ones, with a commitment to mentoring and individual empowerment.
Network & Financial Services Knowledge
- A strong grasp of large adviser Partner networks, including restricted advising models, the role of regional management, and practical insights in his section.
- Broad financial services expertise to engage meaningfully with Partners, understanding their clients’ financial planning needs and the role of cash management across their strategy.
- Experience in Building trust and driving change in advocate networks, where relationship integrity is fundamental to scaling impact.
Commercial Drive & Presence
- A real passion for commercial success, directly impacting volumes and opportunities through coaching and guidance of your team.
- The personality, credibility, and composure to engage confidently with senior-level decision-makers, including regional leadership and principal advisors.
- A structured, disciplined approach to juggling multiple territories in the channel landscape, providing overall clarity while remaining hands-on.
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Ways of Working
- A natural leader who creates clarity, accountability, and momentum, avoiding micromanagement, ensuring your team has full guidance to succeed.
- A field-first work style, adjusted to spend at least 50% of the time externally, managingispersed teams effectively, and preserving strong communication even when apart.
- Collaborative and like-minded with the Head of Sales Operations, while contributing vision to the channel and partnership’s evolution as a wider contributor.
- Demonstrates personal ambition and clarity on career growth into a commercial leadership role, seeking advancement through progressive accountability.
How We Reward You
At Flagstone, benefits go beyond parochial offers. They invest in your health, wealth, and professional development. Here’s what’s available to you:
- Hybrid work policy: Work remotely most of the time with teams aligned in their collaborative London office for at least a day per week.
- Competitive bonus scheme: Rewards exceptional performance and milestones.
- Flexible benefit budget: Allocate up to £2,000 toward enhancements such as hormone testing, fertility screening, mental wellness support, and coaching programs.
- Salary sacrifice options:
- Purchase electric cars or e-scooters at tax-efficient rates.
- Enhance or fund nursery childcare schemes.
- save via home office kits, personal tech equipment, and fitness plans.
- Around the World Scheme: Enjoy 3 months of remote work from anywhere globally while maintaining full contributions, pay, and benefits.
- Mental wellbeing support:
- Benefit access to psychological
- mental health therapy through Spill.
- Learning and Development: Take advantage of a £1,000 personal development budget, investing in your professional aspirations within Flagstone.
- Private healthcare: Access AXA cover, including free or discounted gym subscriptions, medical check-up orienting, and disregards of medical history, ensuring comprehensive wellness.
- Medical cash plan: Covers portions of dental, optical, physiotherapist, and basic counseling expenses.
- Life insurance coverage: Commit to offering protection equivalent to four times your annual salary, ensuring confidence and peace of mind during uncertainty.
- Matched pension contributions up to 5%, growing your long-term financial security.
- Holiday Entitlement: 25 days’ holiday per year, including bank holidays, well-being days, and volunteer days to support personal growth and social welfare.
- Enhanced parental leave policies: Extended maternity, paternity, and adoption pay, ensuring comprehensive support through family transitions.
At Flagstone, we are gathering a team that stands apart from industry norms. Regardless of any conventional preferences, we encourage prosperity through diversity.
Is this Relationships Team Lead role for you? We welcome applications from all backgrounds!
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