Pensions & Trusts Associate Manager

About Allica Bank

Allica is the UKs fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs one of the last major underserved opportunities in Fintech.

Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.

Department Description

The Fiduciary Sector team serves institutions that manage money or assets on behalf of others with a legal and ethical duty to act in their clients best interests. These include pension funds insurance companies asset managers and trusts. These entities rely on the bank for services such as custodianship fund administration investment execution and risk management while upholding fiduciary responsibilities to their end beneficiaries.

Role Description

The Pensions and Trust Associate Manager role is a supporting role to the Pensions RM to assist growing Allica Banks presence across the UK fiduciary market. Working with the Pensions Relationship Manager to support the building of new relationships and nurturing of existing ones with professional pension trustees administrators and practitioners.

A pensions subject matter expert they will take ownership working in tandem will Allicas Operations Team for the due diligence onboarding and day to day management of the pension provider relationships.

Principal Accountabilities

• Working with the Pensions Relationship Manager to support the building of new relationships and nurturing of existing ones with professional pension trustees administrators and Trusts.

• Working closely with the Relationship and Product team play a key role in understanding the need of clients supporting the onboarding due diligence and day to day management of the relationship.

• Building relationships and creating opportunities through solicitors independent financial advisors and through working closely with the Allica Partnerships Team accountants also.

• Through detailed knowledge and understanding of all types of Trusts and their onboarding requirements from an AML/KYC perspective to act as the central point of contact and a subject matter expert for internal Allica stakeholders.

• Acting as feedback focal point for clients ensuring that feedback can be captured learnt from actioned and shared with product and marketing teams in support of informing feature development and new initiatives.

• Strong knowledge and understanding as to how the Office of the Public Gurdian (OPG) works in relation to deputies attorney and guardians in the context of banking requirements and provision of current account solutions.

• Providing broad commercial support to the Pensions Relationship Manager assisting with opportunity prospecting and customer acquisition tactics.

• Proactive ownership and accountability for maintaining the CRM supporting the creation of MI and ongoing reporting.

• Organising membership and supporting relationships with affiliations and associates such as SIFA & STEP representing Allica at network events expos and conferences.

• Actively managing your own objectives and personal development plan supporting the Pensions Manager with the delivery of the team goals and ambitions.

• Working closely and collaboratively with varying teams across Allica Bank to ensure a seamless and professional service is always provided.

Personal Attributes and Experience

• A deep passion for supporting and helping established SMEs to grow and achieve their ambitions.

• A self-starter problem solver and strategic thinker organised and able to be flexible in a fast-paced environment.

• A skilled stakeholder relationship builder with a history of working across multiple teams and on several initiatives at any given time.

• You will have strong commercial skills and acumen with experience in building and delivering on low intent sales strategies.

• Comfortable with data with the ability to understand analyse and make decisions from data sets reporting and MI.

• Excellent CRM processes and experience with HubSpot

• You can demonstrate a strong understanding of SME banking customer journeys and jobs to be done.

• The ability to deliver against challenging personal goals whilst also supporting a team to do the same.

Working at Allica Bank

At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers.

Our employees are at the heart of everything we do so our benefits are designed with you in mind:

• Full onboarding support and continued development opportunities

• Options for flexible working

• Regular social activities

• Pension contributions

• Discretionary bonus scheme

• Private health cover

• Life assurance

• Family friendly policies including enhanced Maternity & Paternity leave

Dont tick every box

Dont worry if you dont have all the skills or requirements listed on the job description. If you think youll be a good fit wed still love to hear from you!

Flexible working

We know the 9-to-5 isnt right for everyone. Thats why Allica Bank is fully committed to flexible and hybrid working. Please let us know what is best for you and if we can we will do our best to accommodate.

Diversity

Were a diverse bunch here at Allica with all kinds of experiences backgrounds and lifestyles. Our openness and differences make us stronger and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.

Required Experience:

Manager