Senior Relationship Manager - Omnis Investments

As the Senior Relationship Manager, you will co-lead the delivery of Omnis’ messages and support advisers with Omnis queries. The key purposes of the role are to increase awareness and understanding of Omnis’ investment strategies and principles, as well as increase adoption of Omnis products and services.

You will drive the communication of investment strategies to advisers with the goal of growing assets under management. Help advisers promote more Omnis products and to retain existing business.

This is a field based role with regular travel across the country.

The benefits:

• Salary - up to £100,000
• Annual car allowance of £5,486
• Bonus scheme - on target bonus - 17.5%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Income protection
• Death in service
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Your responsibilities will include:

• Co-leading the delivery of Omnis’ key messages.
• Building strong relationships with our network of financial advisers.
• Lead a team of relationship managers ensuring that regional activities are in-line with goals set up between Omnis and 2plan/Openwork.
• Monitor, track and report on adviser activities and asset flows.
• Liaise with 2plan and/or Openwork central teams to ensure most effective deployment of activities and resource.
• Attend regular meetings with advisers, in person and via Teams.
• Work closely with the Investment Director and other Relationship Managers to provide adviser feedback to the business.
• Work collaboratively with the Omnis teams to ensure up-to-date information is being shared with advisers.
• Ensure consistency of activities across all Relationship Managers.
• Give presentation at regional events and roadshows on the Omnis proposition.

• An understanding of financial advisers and their needs to recommend investment solutions.
• An interest in financial markets and investment management.
• Good organisation and time management skills with an ability to deliver against deadlines and manage diary effectively.
• Relationship management skills - be able to build rapport and manage relationships effectively.
• A reasonable understanding of Financial Markets and economic theories.
• Experience managing sales/distribution teams.

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.