Partnership Director
Aegon, Dalmeny, City of Edinburgh
Partnership Director
Salary not available. View on company website.
Aegon, Dalmeny, City of Edinburgh
- Full time
- Permanent
- Onsite working
Posted today, 18 Jun | Get your application in now to be one of the first to apply.
Closing date: Closing date not specified
Job ref: 7107a35c6768492d8fb8b8281f4440b6
Location ref: Dalmeny, City of Edinburgh
Full Job Description
We have an exciting opportunity for an experienced Partnership Director to join our team, working closely with a small group of strategic clients. In this role, you'll take the lead in developing and strengthening key strategic relationships, identifying new investment opportunities, and delivering tailored solutions that meet evolving client needs. You'll play a pivotal role in connecting our investment capabilities with client objectives, helping to maximise value for both the client and the business. Success in this position will require a strong understanding of the insurance and asset management business. Experience of the broader investment landscape, alongside the ability to position Aegon Asset Management (AAM) products and solutions effectively will be central to the role. You'll act as a trusted advisor, building long-term partnerships and ensuring a consistently high standard of service delivery.,
- Manage the overall relationship and client service delivery
- Develop and maintain deep, trusted relationships at senior levels
- Establish a detailed understanding of the client's business model, strategy, and investment requirements to proactively identify opportunities
- Define and execute client-specific growth strategies, aligned to firm-wide objectives.
- Identify new revenue opportunities across asset classes, structures and channels.
- Lead negotiations on commercial terms ensuring sustainable and scalable relationships
- Position the firm as a long-term strategic partner, not solely a product provider
- Translate client requirements into clear, actionable investment mandates co-ordinating across different internal areas including Investment teams, Product Specialists, Client Service, Operations, Legal and Compliance
- Oversee and challenge the execution of investment mandates on behalf of the client
- Coordinate internal resources and create partnerships across teams to ensure effective delivery of key client objectives.
- Effective management of internal stakeholders to ensure partnerships enjoy a clear, effective and competitive experience.
- Act as the key point of contact for board members and investment committees
- Develop and maintain formal account plans
- Develop a broad understanding of asset classes across the Aegon Group and connect opportunities appropriately
- Ensure the client perspective is represented in business decision-making
- Maintain compliance with regulatory, legislative, and internal governance requirements, including SMCR and MiFID II
- Maintain accurate and timely records of client interactions and pipeline
- Provide high-quality management information on client performance, risks, and opportunities
- Undertake ongoing professional development to meet knowledge & competence requirements, This role falls in scope of the Certification Functions subject to the Senior Manager and Certification Regime, your ongoing employment is conditional upon you being deemed a fit and proper person and maintaining your certification.
Significant experience in asset management distribution or client relationship management - Strong track record of managing and growing strategic client relationships
- A broad understanding of investment markets and products across asset classes
- The ability to identify, shape and clearly articulate new investment opportunities
- Strong awareness of how operational implementation and delivery models impact investment outcomes
- A collaborative mindset, with the ability to build strong working relationships across teams
- Confidence to lead where appropriate and take ownership of key initiatives
- A track record of encouraging strategic thinking and driving forward client development approaches
- Demonstrable experience working with investment markets and clients over the longer term
- Excellent communication skills, with the ability to influence and engage senior stakeholders Key competencies:
- Strategic thinking and partnership mindset
- Commercial acumen and negotiation skills
- Relationship building at senior levels
- Resourcing and managing teams with both direct and indirect reporting.
Aegon Asset Management is a leading global investor, our employees work from 13 locations across Europe, the Americas and Asia. We advise on assets for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment. Our people are our greatest asset, and we want Aegon Asset Management to be a place where they can bring their authentic self to work and do all they can to deliver on our strategic promises to our customers. We help people live their best lives. We help them with the big stuff, for the moments that matter. - A competitive salary, depending on the experience you can bring
- A non-contributory pension between 9%-13%
- A discretionary bonus, depending on personal and company performance
- 27 days leave per year (plus bank holidays, pro-rated for part-time) We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our staff live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments. At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm - we are a people business, and we recognise that delivering excellent client outcomes, comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences. We are open to considering flexible working practices. Please talk to us about what this means for you.