Summary of the role
As a Partner Relations Associate, youll focus on building and maintaining strong relationships with partner firms, managing the full process from onboarding to long-term engagement. You’ll collaborate across departments on projects and partner requests, while delivering demos and training on our in-house technology to potential and existing partners. Developing financial literacy, product knowledge, and interpersonal skills will be central to your growth in this role.
Qualifications
Minimum requirement: 2:1 Degree
Knowledge and skills
Personal Attributes
You have a cheerful and friendly personality. You are action-oriented, with a focus on continuous improvement in all areas of your work.
Known for your high energy and productivity, you deliver quality results with a positive and influential style.
You are creative and pragmatic, conceptual, and able to deliver at speed. A relationship builder with a reputation for integrity, you evoke rapid trust and openness in those you deal with.
The successful candidate will have:
Outstanding interpersonal skills
Strong intellect with a high level of commercial and financial acumen or curiosity
The ability to thrive in an entrepreneurial organisation
Excellent communication, both written and verbal
An appreciation of sales and focus on driving the business
Strong time and task management skills including prioritisation
Good IT literacy
Responsibilities
Partner Engagement
Develop trusted relationships with partners, becoming an expert resource
Drive partner involvement and investment with PortfolioMetrix
Proactively cultivate relations and be prepared to engage socially where beneficial
Accountability for scheduled engagements such as our flagship Adviser Connect event, meetings, including preparation of some materials and discussion points
Work closely with the other members of the global investment, operations, sales, software development and support teams to resolve partners concerns
Provide expert initial and ongoing training on our custom-built software, WealthExplorer and PMX Edge to our valued partners
Proactively engage in strategic discussions with partners to highlight areas where PortfolioMetrix can assist them
New Partners
Involvement with prospective firms and the sales process, from early meetings to onboarding and implementation
Deliver sales-oriented demonstrations of WealthExplorer and PMX Edge to prospective firms
Internal Responsibilities
Manage and leverage internal resources to meet your deliverables
Develop and maintain expertise, skill and technical knowledge required to add valuable input across the PortfolioMetrix business and investment proposition
Deliver presentations as required
Document meetings and maintain records thereof
Monitor new client cases and transactions to the point of investment and rebalance
Attend relevant industry events and webinars, sharing knowledge and notes with the wider team afterwards
Develop manage and maintain relationships with relevant third parties
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