Account Relationship Manager - Strategic Network Partnership (North England and Scotland)

About the role

We are expanding our field based Account Relationship Manager team to deepen our presence with the advisers within one of the UK's largest national wealth networks, a long-standing strategic partner of Flagstone. This is a dedicated field based role focused on a single network of advisers operating under a corporate distribution agreement, and you'll be helping shape how we engage this network at regional level. Flagstone works in close commercial partnership with some of the UK's largest wealth networks, supporting their advisers in placing client cash through our platform. This role is dedicated to one of those strategic network partnerships, a corporate distribution agreement giving a national network of advisers access to Flagstone to refer their clients' cash. This is both a sales and a relationship role. You will be proactively visiting advisers across your regional territory, educating them on the Flagstone proposition, encouraging and enabling them to refer their clients, and ensuring that any barriers to referral are identified and removed. At the same time, you will be the first point of contact when advisers have queries or need support. Because the partner network operates under a single corporate agreement with Flagstone, the role also requires you to work credibly within the commercial and regulatory framework that governs that relationship.

Responsibilities

• You'll be part of a national field team of Account Relationship Managers, reporting into a Relationships Team Lead. You'll work closely with your team lead on territory strategy, pipeline reviews and joint field visits. Your responsibilities will include:
• Proactive Adviser Engagement
• Own a defined regional portfolio of advisers within the partner network based in North England and Scotland, taking personal responsibility for the depth of engagement and the volume and quality of referrals generated
• Spend the substantial majority of your time in the field, visiting advisers in their offices and practices, attending regional network events, and building face-to-face relationships that drive consistent referral behaviour
• Proactively reach out to advisers who are registered but not yet actively referring, understanding what is holding them back and working to unlock their activity
• Work to deepen engagement with active advisers, helping them identify more of their clients who could benefit from the Flagstone platform
• Proposition Training & Education
• Deliver clear, confident and compelling presentations of the Flagstone proposition to advisers, individually and in group settings
• Keep advisers up to date with product developments, platform enhancements, and any changes to how Flagstone operates within the network's framework
• Develop a thorough understanding of how advisers operate under a corporate distribution agreement work - the products they are permitted to recommend, the regulatory framework that governs them, and how Flagstone fits within it
• Use insight from adviser conversations to feedback objections, platform friction points, or proposition gaps that are limiting referral activity
• Reactive Support & Pipeline Management
• Act as a knowledgeable and responsive point of contact for advisers when they have questions about Flagstone, the referral process, or platform features
• Resolve queries with pace and accuracy, always closing the loop with the adviser
• Support advisers through the onboarding of referred clients, ensuring any friction is addressed quickly
• Maintain a clear and current picture of your regional pipeline, tracking adviser engagement levels, referral volumes and conversion activity
• Report regularly to the Relationships Team Lead on the health of your region: what is working, where the opportunities are, and where support is needed

Requirements

• Field Sales & Relationship Management
• Experience in a field-based sales or r

Benefits

Additional Information

What is Flagstone? Flagstone is many things. An online savings platform, reinventing how individuals, businesses, and charities manage, protect, and grow their cash. A diverse group of people, bound by a collaborative spirit, and shared purpose. And lastly, a thriving, profitable business - where smart people do their best work. Each definition shares a common thread: our unique culture. It's our pride and joy. And our competitive advantage. A feel for our culture To revolutionise the savings market, we need to be at our best. But high performance takes more than talent - it takes a culture of kindness, respect, and growth. That's why we're building a diverse, inclusive community, where your voice is heard and valued. Where, with close support and room to develop, you can surpass even your own expectations. And be rewarded for it. We may not change the world, but we can change the world of financial technology. And all it takes is a winning mix of drive, talent, and empathy. Our culture celebrates all three. But enough about us. Let's talk about you.

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