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Partnership relationship manager

Edinburgh
Lloyds Banking
Relationship manager
Posted: 30 September
Offer description

Description

Job Title: Partnership Relationship Manager

Location: UK Remote with travel required

Salary: £81,999 + DOE

Hours: Full time

About This Opportunity:

At Scottish Widows, our Intermediary Distribution team within IP&I is at the forefront of building strategic partnerships with advisers and white-label partners. As a Partnership Relationship Manager, you'll take ownership of key intermediary relationships to foster mutually beneficial partnerships and drive business growth on the Scottish Widows platform.

You’ll be responsible for developing positive relationships with senior stakeholders within strategic intermediary firms and white-label partners, securing panel positions, and identifying business strengths, weaknesses, goals, and opportunities.

The role focuses on delivering profitable, high quality new business, improving persistency, and achieving market share targets. You'll build detailed account plans, chair quarterly governance meetings, and maintain contact matrices to ensure senior relationships are effectively managed within our risk framework.

Teamwork is key! You’ll work closely with Business Development Managers across the UK to align centrally developed business plans with regional execution. You’ll also partner across Lloyds Banking Group to unlock the full potential of our adviser-led solutions.

What you’ll be doing:

1. Support the delivery of partnership revenue targets by driving key initiatives and collaboration.
2. Own marketing agreements, governance materials, and budget tracking to ensure alignment with commercial goals.
3. Enable distribution success by working closely with Regional BDMs, Intermediary Distribution Managers, and Product Specialists.
4. Manage relationships with Propositions and Marketing teams to ensure timely and relevant content delivery.
5. Lead the preparation and submission of tenders for panel positions, ensuring readiness to maximise new opportunities.
6. Coordinate with Specialist teams to support presentations and ensure sales teams are informed and equipped with follow-up actions and MI.

Why Lloyds Banking Group:

If you think all banks are the same, you’d be wrong. We’re an innovative, fast-changing business that’s shaping finance as a force for good. A bank that’s empowering its people to innovate, explore possibilities and grow with purpose.

What you’ll need:

7. Consistent track record of building strong, positive relationships with clients and stakeholders. You're confident to represent Scottish Widows at all levels, including boardroom settings.
8. A deep understanding of the intermediary marketplace, including regulatory, technical, and legislative frameworks.
9. Strong awareness of competitor propositions and trends within the Pensions and Protection markets.
10. A strong track record in performance delivery, consistently having met or exceeded sales targets.
11. Proficiency in adviser language! You can ensure tailored messaging and marketing are aligned to account specifics.
12. Commercially focused with strong analytical skills and a strategic approach to using technology and tools to drive sales outcomes.

About working for us:

Our ambition is to be the top tier UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we’re committed to creating an environment in which everyone can thrive, learn and develop.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need

We also offer a wide-ranging benefits package, which includes:

13. A generous pension contribution of up to 15%
14. An annual performance-related bonus
15. Share schemes including free shares
16. Benefits you can adapt to your lifestyle, such as discounted shopping
17. 28 days’ holiday, with bank holidays on top
18. A range of wellbeing initiatives and generous parental leave policies

Ready for a career where you can have a positive impact as you learn, grow and thrive? Apply today and find out more.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.

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