Partnership Director

ScreenedPermanent
City of Edinburgh, Scotland
Posted 3 days ago
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About the role

Job Description Summary: Partnerships Director

Location: Edinburgh or London

Job Type: Permanent

Closing date: 29th June 2026

Key Responsibilities

  • 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 coordinating across 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
  • 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

Qualifications

  • 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

What’s in it for you?

  • 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)
  • Private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits including retail discount vouchers, cycle‑to‑work scheme, subsidised restaurant and online GP appointments

Equal Opportunity Employer: We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.

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