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: our unique culture. It’s our pride and joy. And our competitive advantage.
A feel for our culture:
To revolutionise the savings market, we need to be at our best. But high performance takes more than talent – it takes a culture of kindness, respect, and growth.
That’s why we’re building a diverse, inclusive community, where your voice is heard and valued. Where, with close support and room to develop, you can surpass even your own expectations. And be rewarded for it.
We may not change the world, but we can change the world of financial technology. And all it takes is a winning mix of drive, talent, and empathy. Our culture celebrates all three.
But enough about us. Let’s talk about you.
Does this sound like you?
Flagstone is the UK's leading cash platform with £19bn in Assets under Administration and a mandate to reach £50bn by 2028. Our relationship with one of the UK's largest national wealth networks is the largest and most strategically significant partnership in the business, and this role leads the team responsible for making the most of it.
The Relationships Team Lead manages a team of four field-based Account Relationship Managers, each covering a defined territory within the network's Partner base. But this is not a purely managerial role. The Team Lead is expected to be a player-manager actively contributing to Partner engagement and referral growth in their own right, while simultaneously elevating the performance of the team around them. The balance between personal contribution and team leadership is a defining feature of the role, and we are looking for someone who is genuinely energised by both.
The network spans over 5,000 Partners across four regions, of which around half have referred clients to Flagstone in the last twelve months. The opportunity within the existing partner base is significant - this role is not about finding new partners, but about deepening engagement, increasing referral frequency, and ensuring that Flagstone is firmly embedded in the way Partners think about their clients' cash. At the same time, the Relationships Team Lead plays an important role in the commercial relationship with the network more broadly, acting as the senior day-to-day point of contact and escalation for the partnership.
What You'll Be Doing
Team Leadership & Performance
- Lead, develop and motivate a team of four field-based ARMs, setting clear expectations, providing regular coaching and creating the conditions for each individual to perform at their best
- Own the overall performance of the ARM team, monitoring regional referral volumes, Partner engagement levels and conversion activity, and intervening proactively when performance needs to improve
- Run a consistent team rhythm: regular one-to-ones, joint field visits, call reviews and team performance sessions that keep the team focused, accountable and continuously improving
- Support the recruitment, onboarding and development of ARMs, building a team with the capability, knowledge and culture to sustain high performance as the partnership grows
- Act as the first point of escalation for the ARM team when they encounter complex Partner situations, difficult conversations or issues that need senior involvement
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Personal Partner Engagement
- Maintain your own portfolio of Partners including the most senior and strategically important relationships within the network, spending meaningful time in the field and contributing directly to referral growth
- Personally lead engagement with regional management teams across the network, building relationships at a level above individual Partner that enables the team to operate with greater reach and credibility
- Model the standard of Partner engagement you expect from your ARMs, in how you present the Flagstone proposition, how you handle objections, and how you build trust with Partners over time
- Step in on high-value or sensitive Partner situations where your seniority and experience can make a material difference to the outcome
Proposition Training & Partner Development
- Ensure the ARM team is consistently delivering high-quality, accurate and compelling presentations of the Flagstone proposition across their respective territories
- Lead training sessions for Partners yourself where the audience or occasion warrants senior representation e.g. regional events, group practice meetings, or the onboarding of newly active practices
- Keep both the team and the Partner network up to date with product developments and platform enhancements, ensuring Partners always have the information they need to refer with confidence
- Work with the Head of Sales Operations and the network's head office to develop and deliver co-created engagement plans that embed Flagstone within their adviser framework
Commercial Oversight & Reporting
- Maintain a clear and current view of the channel's commercial performance, referral volumes, funded accounts, AuA contribution and regional variances, and report with confidence to the Head of Sales Operations
- Identify where performance is ahead of or behind expectations, diagnose the reasons, and bring a clear point of view on what action is needed
- Feed insight from the Partner network back into the business, surfacing themes around Partner sentiment, platform friction, competitive activity and product gaps that should inform internal decisions
What You'll Bring
Player-Manager Experience
- A proven track record of leading a field-based sales or relationship management team, combined with a continued personal contribution to commercial outcomes
- The ability to hold both responsibilities well simultaneously: your team's performance improves under your leadership, and your own Partner relationships are stronger for your seniority and experience
- Experience coaching and developing individuals in a field environment (e.g. joint visits, call reviews, targeted feedback) with a genuine investment in the growth of the people around you
Network & Financial Services Knowledge
- A strong understanding of how a large adviser Partner network operates e.g. the restricted adviser structure, the role of regional management, and the dynamics of a corporate distribution partnership at this scale
- Broader financial services knowledge that allows you to engage credibly with Partners about their clients' financial planning needs and the role that cash management plays within them
- An understanding of what it takes to build trust and drive behaviour change within a large, structured adviser network, where engagement is won relationship by relationship, not through a single lever
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Commercial Drive & Presence
- Genuine commercial ambition - you care about the numbers your team produces and the contribution you make personally, and you bring that energy into how you lead and how you show up with Partners
- The personal presence and credibility to engage confidently at a senior level within the network, including with regional leadership and practice principals
- A structured, disciplined approach to managing a complex partner portfolio across multiple territories, with the ability to maintain a clear picture of performance across the whole team while staying close to your own relationships
Ways of Working
- A natural leader who creates clarity, accountability and momentum without micromanaging. Your team knows what is expected of them and feels genuinely supported in delivering it
- Comfortable operating in a field-first environment where a portion of your time is spent out of the office (min 50%), and where leading a dispersed team requires intentional effort and strong communication
- A collaborative partner to the Head of Sales Operations and the wider commercial leadership team, someone who contributes to the broader thinking on how the channel and the Partnerships function evolve
- A clear sense of ambition and a desire to grow into a broader commercial leadership role over time
How we reward you:
At Flagstone, the benefits extend beyond false gifts like “fruit and snacks”. Instead, we invest in your health, wealth, and professional development. Here’s a selection of our benefits:
- Hybrid working - Spend at least 1 day a week with your team in our collaborative London office
- Competitive bonus scheme - designed to reward and recognise high performance
- Flexible benefits budget - a pot to fund meaningful benefits for you, whether it's hormone or fertility testing, cancer screening, neuro-diversity coaching or something that matters for you.
- A range of salary sacrifice options to help you make tax efficient savings on electric cars, nursery schemes, home and tech goods.
- Around the World scheme - 3 months work from anywhere scheme
- Mental wellbeing support – Access therapy and mental health sessions through Spill
- Learning and development – £1,000 personal development budget to help you grow in your role.
- Private health care - Enjoy all the benefits AXA has to offer, including reduced gym memberships and medical history disregarded
- Medical cash plan - To help you with the costs of dental and optical expenses
- Life insurance and Income Protection- four times your annual salary for peace of mind
- Matched pension contributions up to 5%
- 25 days holiday - plus bank holidays, well-being days and volunteering days
- Enhanced Parental Leave – enhanced maternity, paternity and adoption pay.
All are welcome.
At Flagstone, we’re assembling a diverse team that defies our industry’s norms. Think this role could suit you? We encourage you to apply, no matter your background.
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