Director of Acquisitions & Key Accounts

The role will be responsible for leading the Acquisitions and Key Accounts team, achieving agreed business targets to support our largest DA businesses, Bankhall and PMS and strategic recruitment of firms in line with our strategic goals and objectives. This will be achieved by selling our propositions and services to new firms whilst forging deep relationships and shared business objectives with our largest.

Responsibilities

• Form in-depth partnerships with largest firms to grow key account and deepen relationships.
• Identify key relationship to grow to strategic partner level.
• Proactively seek to raise the Bankhall and PMS brand profiles, via f2f or online exposure such as external events, social media activities.
• Identify opportunities from internal and external data sources to drive through new lead and business opportunities aligned to clear target markets
• Identify trends and outcomes to support with insight to business propositions, services and solutions.
• Proactively manage the onboarding of new firms via the kay accounts team, through to hand off to relevant RKAM for ongoing maintenance of relationships.
• Collaborate closely with all areas of Bankhall and PMS service delivery ensuring we meet and exceed our aligned client targets/ market share and service expectations.
• Take ownership for the collation of competitor activity, analysis and wider market intelligence.
• Work closely with our Communications and Marketing teams to create and deliver content to support co-ordinated marketing campaigns to achieve lead generation for new revenue opportunities and recruitment of firms.
• To undertake ad hoc projects and duties as and when required, to support the needs of the business or to achieve departmental objectives.

Critical behaviours required

Personal profile

Qualifications required 

Experience required 

Essential

• A broad range of regulatory knowledge encompassing FCA and wider business solutions.
• Proven track record of achieving outstanding results within Directly Authorised Financial Services recruitment.
• Confidence to work on own initiative to create and maintain a minimum pipeline.
• Experience of developing and successfully delivering advisor business solutions.
• Experience within a commercial environment and within Financial Services, Wealth Market, Mortgage and protection market.
• Self-motivated with high levels of energy and commitment to focus on achieving business and personal goals and maximising opportunities.
• Track record of operating successfully on an individual basis and in a team environment.
• Home working experience.

Our Expectations

Our Approach to Risk Management

You will be responsible for the management of risks within your business area. This will include:

• Ensuring that SBG’s risk strategy and framework is adhered to.
- Appropriate and timely actions should be taken to bring risks within appetite.
- Relevant MI should be in place to support risk-based decisions.
- Provide support to risk co-ordinator(s) to enable them to fulfil their responsibilities.
• You will require an awareness of operational and regulatory risk, which may impact on SBG. You will be responsible for reporting to their line manager any risk which may impact on the business.

Three Lines of Defence Risk Management Model

• You will be required to deliver your role competently and comply with the relevant standards and procedures, ensuring that SBG deliver a service where suitable advice is given to the end consumer, which is adequately recorded and ultimately promotes good customer outcomes. This can either be through direct influence or in a support services capacity.

The Consumer Duty Principle

• You will be required to highlight to your line manager procedures and processes that may impact on SBG’s ability to deliver good outcomes for retail customers and/or may lead to foreseeable harm. Where possible and relevant to your department, put forward suggestions that could positively impact the outcomes achieved by retail customers.
• You will be required to ensure that the Consumer Duty principle is embedded into the team’s culture, departmental procedures and practices and that management controls and MI are in place to monitor performance against the Consumer Duty principle, where these are required by the business.

Information Security

• You will need to be aware of all information security principles, policies and procedures and ensure these are followed on a day-to-day basis. You will be required to remain vigilant at all times and report any security concerns, suspicions and/or breaches in a timely manner.
• You are required to promote information security in your department, encouraging best practice by ensuring your staff comply with the information security principles, policies and procedures. You will need to monitor workplace practice in line with these policies and procedures and deal firmly with any instances of non-compliance.

As an SBG People Manager you will be accountable to:

• Set clear personal objectives that are SMART and challenging, review objectives and provide feedback regularly in one to ones and formally through the Performance Evaluation Process (appraisal), within the set timescales.
• Manage performance across the team to ensure the achievement of service delivery outcomes.
• Manage any sensitive issues in line with SBG Policies and procedures, including attendance and performance issues.
• Coach and develop your team to ensure they perform at a high level, strive for excellence and maintain appropriate knowledge of the Group’s propositions in line with the SBG values and competency framework.
• Address any training and development needs, ensuring direct reports have a personal development plan.
• Motivate and reward the team to encourage behaviours within the department, which supports the values of SBG.
• Be committed to group corporate citizenship in line with SBG’s CSR policy. Promote and advocate social interaction and encourage support within own department for nominated charities and corporate activities within the community.