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Platform Relationship Manager


Platform Relationship Manager

Our client is a fast growing and established Asset Management company, looking for a Platform Relationship Manager investor services Team reporting to Head of Investor Services. Our client currently operates a hybrid working environment with a minimum of three days office based.

This Asset Management firm has two principal areas of investment expertise: outcome-based, multi-asset investment, and single-strategy, active equity investment, for example UK, European, US and global equity funds. The diversity, strength and depth of their product range allows them to offer portfolio solutions for a wide range of client needs.

The business is centred on actively and responsibly managing clients’ investments to help them secure a better financial future. They aim to meet these needs by offering strong performing investment products and delivering good long-term outcomes, underpinned by responsive client service and transparent, proactive communication.

The difference you will make.

Experience / Knowledge

  • Experience of working with platform technology in Financial Services
  • Experience in working with platform providers within a fund management business

Principal Responsibilities / Deliverables

Broadening The Reach of Products

  • Ensure existing products/solutions have broadest possible reach where existing platform/third party distributor relationships exist
  • Proactively identify opportunities to broaden the distribution reach of product solutions to UK retail/wholesale and D2C platforms, particularly as new entrants launch in the market.
  • Support the Sales team with any future initiatives to expand product range into new markets/jurisdictions
  • Work with Sales team to delivery best-in-class service to our intermediary clients.
  • Act as a representative to resolve queries or issues arising from clients using these solutions on platforms / by distributors.

Subject Matter Expert

  • Represent employer at Platform functions and use these to broaden own knowledge.
  • Report back key findings and/or initiatives to the wider Sales team.
  • Establish and regularly maintain Platform ‘key facts’ log
  • Provide the Sales team with certainty of specific per-platform features (share class availability, EGM/AGM voting considerations, ring-fencing products by-platform, handling of rebates etc.)
  • Act as liaison for data vendors and other suppliers utilised by platform


  • Leverage new and existing working relationships with platforms to satisfy company requirements in light of the evolving regulatory back-drop.
  • Ensure appropriate target-market assessments / European MiFID Templates (EMT) are being issued and processed effectively by the platforms.
  • Engage with platforms to establish and maintain European Feedback Template (EFT) feedback loop


  • Support business development projects and new propositions, as required
  • Assisting in development and testing processes in new practices and technology solutions


  • Liaising with internal departments, other institutions, and companies intermediary clients.
  • Support the wider Distribution/Sales team in their roles.
  • Maintain knowledge and competence with legislation and ongoing regulatory changes

    What you bring to the table.

    Education / Qualification

    • Educated to GCSE level or equivalent relevant qualification


    • Team player with a positive, results orientated approach.
    • Communication skills with the ability to communicate effective – both written and verbally at all levels.
    • Strong interpersonal skills.
    • Ability to prioritise workload and adhere to deadlines.
    • Good problem solving skills.
    • Ability to demonstrate tact and diplomacy when coping with difficult situations.
    • Good administrative and personal organisational skills.
    • Good numeracy skills.
    • Good IT skills / ability to use Microsoft Office and Excel

    What’s in it for you.

    • Full-time job
    • Permanent position
    • Mid-Senior level
    • £55-65,000 (depending upon experience )
    • Hybrid with 3 days working in London
    • Great development opportunities and the possibility to grow further
    • Working at a 250+ employees Multi-Asset Investment Firm in london!