WHO WE ARE:

interactive investor is an award-winning investment platform that puts its customers in control of their financial future.

We’ve been helping investors for over 25 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £55 billion and over 400,000 customers.

For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 40,000 UK and international investment options, including shares, funds, trusts and ETFs.

We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.

WHAT WE STAND FOR:

It’s simple … we want our customers to feel confident and in control, for interactive investor to go from strength to strength, and for ii to be a workplace where we can all thrive. Our customer-driven approach and bold values sit at the heart of this. We are honest, straight-talking and transparent with our customers and our colleagues. We are decisive and take ownership of what we say and deliver. We are ambitious and passionate about what we believe is right for our customers, our teams, ourselves and interactive investor.

PURPOSE OF ROLE:

We are entering into the next phase of our organic growth story and as part of that we have a strategic aim of developing and embedding partnerships (B2B2C) as a new and successful acquisition channel.  

The B2B Relationship Manager will be responsible for maintaining, developing and optimizing existing B2B relationships in order to drive customer growth. Success of the role will be assessed versus the number of new customers generated via B2B relationships.

The B2B Relationship Manager will be responsible for executing the agreed B2B approach within the agreed framework which will include both developing relationships with businesses and working internally to ensure we are optimizing our marketing and content materials.

The candidate will also be expected to support the Head of Business Development in scaling and selling our existing B2B footprint and proposition to new businesses.

This is an exciting time to join an excellent business and play an integral part in developing a genuinely new and potentially very large acquisition channel.

Requirements

KEY RESPONSIBLITIES:

·         Responsible for maintaining, developing and optimizing existing B2B relationships

·         Responsible for onboarding new relationships in line with agreed risk and compliance framework

·         Work collaboratively with the wider marketing and content teams to maximise campaign reach and engagement

·         Work with brand to ensure the B2B brand messaging aligns to the commercial strategy

·         Responsible for onboarding new relationships in line with agree risk and compliance framework

·         Support Head of Business Development scaling and selling our existing B2B footprint and proposition to new businesses

·         Lead as an SME on B2B and Partnerships within the business. Keep current with industry trends, supply side developments, business direction and emerging competitor activity and have these inform the proposition roadmap.

·         Support with business case development for each proposition and get buy-in for approval and change resource

·         Maintain the first line of Risk/Compliance defence by ensuring individual adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance.

·         Make informed risk decisions and effectively and credibly debate and challenge management recommendations within your role in line with the approved Risk Management Framework.

·         Maintain the first line of defence by reviewing/supporting the risks and controls assigned to the department.

SKILLS & EXPERIENCE REQUIRED:

·         Proactive and self-driven networker

·         Experience working with a fast paced team

·         Ability to build, nurture and grow successful relationships both internally and externally

·         Sales. Ability to systematically target and convert agreed B2B segments

·         Excellent communication and influencing skills

·         Experience in a high growth business and a regulated organisation

·         Effective time management and personal accountability

·         Good organisational skills

·         Investment experience and understanding

·         Customer Focused

Performance measurement :

·         # of new customers generated from existing B2B relationships

·         # of new B2B relationships successfully onboarded

PERSONAL ATTRIBUTES:

STRAIGHT TALKING          |          MOVING WITH SPEED          |          OWNING THE OUTCOME

·         Clear communicator

·         Strong team player

·         Happy to join a new and developing team without long standing and defined processes

·         Demonstrated passion and drive for delivering the best outcome

·         Moving with speed – delivering faster and better

·         Decisive and take ownership of outcomes

·         Not afraid to challenge and be open to challenges

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