Relationship Team Lead - Strategic Network Partnership

Responsibilities

• Team Leadership & Performance
• Lead, develop and motivate a team of four field-based ARMs, setting clear expectations, providing regular coaching and creating the conditions for each individual to perform at their best
• Own the overall performance of the ARM team, monitoring regional referral volumes, Partner engagement levels and conversion activity, and intervening proactively when performance needs to improve
• Run a consistent team rhythm: regular one-to-ones, joint field visits, call reviews and team performance sessions that keep the team focused, accountable and continuously improving
• Support the recruitment, onboarding and development of ARMs, building a team with the capability, knowledge and culture to sustain high performance as the partnership grows
• Act as the first point of escalation for the ARM team when they encounter complex Partner situations, difficult conversations or issues that need senior involvement
• Personal Partner Engagement
• Maintain your own portfolio of Partners including the most senior and strategically important relationships within the network, spending meaningful time in the field and contributing directly to referral growth
• Personally lead engagement with regional management teams across the network, building relationships at a level above individual Partner that enables the team to operate with greater reach and credibility
• Model the standard of Partner engagement you expect from your ARMs, in how you present the Flagstone proposition, how you handle objections, and how you build trust with Partners over time
• Step in on high-value or sensitive Partner situations where your seniority and experience can make a material difference to the outcome
• Proposition Training & Partner Development
• Ensure the ARM team is consistently delivering high-quality, accurate and compelling presentations of the Flagstone proposition across their respective territories
• Lead training sessions for Partners yourself where the audience or occasion warrants senior representation e.g. regional events, group practice meetings, or the onboarding of newly active practices
• Keep both the team and the Partner network up to date with product developments and platform enhancements, ensuring Partners always have the information they need to refer with confidence
• Work with the Head of Sales

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. Does this sound like you? Flagstone is the UK's leading cash platform with £19bn in Assets under Administration and a mandate to reach £50bn by 2028. Our relationship with one of the UK's largest national wealth networks is the largest and most strategically significant partnership in the business, and this role leads the team responsible for making the most of it. The Relationships Team Lead manages a team of four field-based Account Relationship Managers, each covering a defined territory within the network's Partner base. But this is not a purely managerial role. The Team Lead is expected to be a player-manager actively contributing to Partner engagement and referral growth in their own right, while simultaneously elevating the performance of the team around them. The balance between personal contribution and team leadership is a defining feature of the role, and we are looking for someone who is genuinely energised by both. The network spans over 5,000 Partners across four regions, of which around half have referred clients to Flagstone in the last twelve months. The opportunity within the existing partner base is significant - this role is not about finding new partners, but about deepening engagement, increasing referral frequency, and ensuring that Flagstone is firmly embedded in the way Partners think about their clients' cash. At the same time, the Relationships Team Lead plays an important role in the commercial relationship with the network more broadly, acting as the senior day-to-day point of contact and escalation for the partnership.

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