Partnerships Executive

Overview

In this role, you drive growth by engaging intermediary clients and delivering tailored content across virtual and group formats. You’ll deepen partnerships with IFAs and coordinate expert-led sessions to showcase the full proposition, contributing to RJWM’s client-centric growth. You work closely with client directors to implement coordinated engagement strategies and help build a trusted adviser network. This is an opportunity to shape engagement approaches and amplify the intermediary proposition within a collaborative, outcomes-focused culture.

Responsibilities

• Drive revenue and AUM growth through strategic client engagement with intermediary clients
• Build and nurture high-value IFA relationships via virtual meetings, webinars, and group presentations
• Coordinate sessions with subject matter experts to deepen client understanding and strengthen partnerships
• Collaborate with Client Directors to deliver a coordinated adviser contact strategy and share client insights
• Identify and prioritise IFAs for enhanced engagement and partnership development
• Align with national campaigns and provide feedback to marketing on lead-generation performance
• Utilise CRM and MI data to plan targeted engagement and track progress
• Represent RJWM as a leading, client-centred wealth management partner
• Support the Client Directors’ annual event programme to showcase new propositions and build community and loyalty

Key requirements

• Proven track record in strategic business development and client engagement
• Experience delivering virtual and group presentations to professional audiences
• Strong understanding of the IFA market and discretionary fund management
• Exceptional communication skills (virtual and in-person)
• Ability to coordinate subject matter experts and deliver engaging, tailored content
• Highly organised, proactive, and collaborative approach
• CRM systems usage
• MI data analysis and targeting
• Delivery of engaging presentations to professional audiences

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