This job has closed.

Benchmark Capital · 2 days ago

Partnership Manager

Horsham

Full-time

Hybrid

Mid Level

3+ years exp

Benchmark Capital is one of the UK’s leading financial planning businesses, aiming to help clients realise aspirations and achieve peace of mind. As a Partnership Manager, you will manage and nurture relationships with partner firms, ensuring their needs are met with Benchmark’s solutions and services while driving engagement and loyalty across platforms.

AdviceImpact InvestingReal Estate Investment

Responsibilities

Manage day-to-day relationships with a portfolio of partner firms, building trust and multi-tiered relationships at senior and operational levels

Work collaboratively with internal teams to deliver seamless transitions from prospective partners to established clients

Develop a deep understanding of partner needs to ensure solutions are precisely aligned and effectively adopted

Drive engagement and loyalty across our platforms, with a focus on promoting retention

Identify, prioritise, and resolve partner service issues, collaborating across the business to ensure timely resolution

Analyse partnership data, identify trends, and implement proactive solutions

Lead the adoption of Benchmark systems and services, including third-party benefits related to Best Practice Membership

Support regular relationship management meetings, providing detailed reporting and monitoring against SLAs

Facilitate expert-level knowledge transfer on key platforms (e.g., Fusion and Enable) to partner firms, removing barriers to effective use

Contribute to the identification and prioritisation of partner needs, ensuring their representation in company planning

Record and maintain comprehensive partnership activity within Salesforce

Serve as an active team member—creating plans for client needs, resolving issues, promoting excellent customer service, and maintaining a positive company image

Qualification

Customer relationship managementFinancial planning knowledgeCommunication skillsIT CRM systemsTime managementProblem-solving abilitiesInfluencing clientsTraining clientsKnowledge transferSalesforceTeam playerNegotiation skillsPresentation skillsCollaboration