Strategic Account Manager

At Rathbones we help people invest their money well so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money we guide people through lifes big moments helping them stay on track and focus on what matters most.

Were proud to be one of the UKs leading wealth managers with over 109bn* in assets under management and 20 offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
*As of June 2025

Role Title: Strategic Account Manager

Location: London

Contract: Permanent

Working pattern: Hybrid

About the Role

Drive execution of strategic account plans that accelerate growth and deepen partnerships with high-value national firms networks and consolidators. This role supports the Strategic Account Director by amplifying strategic impactextending reach into key accounts ensuring flawless delivery and uncovering new commercial opportunities. With individual responsibility for managing a portfolio of accounts leading engagement on emerging relationships and collaborating closely with senior stakeholders the Strategic Account Manager plays a critical role in advancing market leadership and unlocking long-term value.

What youll be responsible for

1. Account Management & Client Engagement

• Act as the primary point of contact for assigned panel of accounts and providesupport across all other Strategic Partner firms as required handling all operational and service-related queries.
• Develop and maintain strong relationships withcounterpart stakeholders within Strategic Partner businesses.
• Take the lead on assessing assigned emerging accounts where opportunities are not yet quantified escalating for collaboration.
• Ensure timely and accurate delivery of products services and reporting to meet client expectations.
• Conduct regular client meetings with assigned accounts to review performance address concerns and identify improvement opportunities.
• Represent the organization at key industry events and contribute to partner engagement activities.
• Support execution of opportunities derived through Strategic Partner activity in collaboration with Rathbones Regional Directors and BDDs/ BDEs.

2. Support Strategic Initiatives

• Collaborate with internal stakeholders to implement account strategies and deliver on client objectives.
• Support the creation and delivery of thought leadership content where appropriate.
• Execute joint account plans ensuring alignment with broader business goals.
• Identify opportunities to upsell or cross-sell additional Rathbones products services and solutions and collaborate internally with key stakeholders to ensure a joined-up approach.

3. Revenue Growth & Retention

• Contribute to achieving sales revenue and AUM growth targets through effective relationship management.
• Drive retention by ensuring high client satisfaction and proactively addressing risks.
• Identify new opportunities within existing accounts to broaden relationships and increase engagement.

4. Collaboration & Internal Coordination

• Work closely with the Strategic Account Director Marketing and Distribution teams to build and deliver go-to-market content supporting objectives for Asset Management DFM MPS and Investing for Life in Retirement.
• Coordinate with internal teamsincluding investment management operations marketing and complianceto ensure a seamless client experience and ensure that all opportunities are aligned to business interests.

5. Market and Competitor Insights

Market intelligence: Gather insights on market trends client needs and regulatory changes affecting the sector.

Competitor analysis: Monitor competitors & provide actionable insights to adapt strategies and maintain a competitive edge.

7. Brand Positioning and Advocacy

Brand ambassador: Represent Rathbones at industry events conferences and meetings with strategic partner firms where directed

Thought leadership: Contribute to the creation of whitepapers webinars or presentations as directed

8. Compliance and Risk Management

Regulatory adherence: Ensure all activities comply with FCA regulations and internal compliance standards.

Risk awareness: Mitigate potential risks in account management and sales processes.

Governance: Ensure a robust governance framework is in place for all key accounts

• KPIs/ Measures of Success
  Robust account and joint business plans in place for each assigned Account
• Accurate and up to date Salesforce records : contact details activity and meeting notes.
• Broad representation of Rathbones with each key account : C-Suite Marketing Distribution Operations etc.
• AUM growth targets (300 million in 2025).
• Retention rate (90% of existing AUM retained annually).
• New Strategic Partnerships established & existing relationships deepened.
• Revenue generated from cross-selling additional services.
• Attendance and presentations at industry events
• KPI Measures include sales flow activity pipeline /opportunity rating event plan Salesforce &conferences

About you

If you meet some of these criteria and are excited about the role we encourage you to apply

• QCA Level 4 or equivalent
• Good investment industry platform and fund knowledge
• Strong proven experience delivering results in a fast-paced sales and client centric environment
• Can build and maintain strategic relationshipswith a variety of stakeholders with an aligned panel of nominated accounts
• An ability to build positive personal industry presence and a network with external stakeholders and competitors gaining insight on industry issues and best practice
• Confident in influencing and challenging thinking at a senior level faced with a number of conflicting priorities and opinions using exceptional verbal and written communication skills and ability to help craft and deliver presentations
• Commercially astute with an intuition for business negotiation and influencing skills to facilitate successful delivery of strategic and operational priorities
• Has tenacity to drive growth in periods of market volatility strong competitor response and significant change
• Can assist in setting the tone from the top leading through change and articulating our direction as a business bringing together the why what and the how

Our offer to you

We want everyone at Rathbones to fulfil their potential in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package which we review regularly and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance Individual on joining family after 1 years service
• Life assurance - 8 x salary
• Income protection 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies enhanced family leave for parents & carers
• Study support study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing growth development and sense of include:

• Sports & Social Committees such as cricket football netball running yoga quiz nights charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance Multicultural Abilities Count Pride Social Mobility Generations Menopause and Armed Forces.
• The NextGen IM Network which brings together a community of trainees from across the UK who are all at the early stages of their careers and offers development opportunities exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones we provide meaningful work opportunities and a voice to all.

We are committed to building a team that is made up of diverse skills experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

Were a Level 2 Disability Confident Employer under the UK Government scheme. This means weve signed up to a set of commitments around how we recruit retain and develop people with disabilities. Find out more about the Government Scheme online.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability neurodiversity or other protected characteristic just let us know by emailing us at

Mission

We believe in playing the long game. That means building consistent results earning trust and doing the right thing for our clients our colleagues and the communities were part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These arent just words on a wall. They guide how we treat each other how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you dont miss out.