Relationship Manager – IFAs

The Relationship Manager will support the delivery of our clients managed portfolio services to IFAs.


  • Increase awareness and understanding of their investment strategies and principles
  • Increase adoption of their investment products and services
  • Communicating investment strategies to advisers with the goal of growing AUM
  • To help advisers sell more of their products and to retain existing business
  • Build strong relationships with financial advisers
  • Segment adviser base to build an effective engagement plan


  • Sales support / business development background with experience selling to IFAs
  • Must be able to travel roughly one week per month
  • Must want to work in a small business and take ownership and responsibility

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