Account Manager (Level 2)
At a glance
Mid-level Account Management role at Royal London. London.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Manage a portfolio of institutional strategic partners, strengthening retention and the quality of client service
- Build relationship plans and maintain regular contact with clients and investment consultants
- Find cross-sell, upsell and new-mandate opportunities with Product and Investment colleagues
- Lead trustee, committee and portfolio reviews while building relationships with senior stakeholders
- Coordinate mandate onboarding, changes and transitions across internal specialist teams
What you bring
- A university degree or equivalent, plus IMC or an equivalent qualification
- Strong knowledge of investment management, products and fixed income
- Relationship-management experience gained within investment management
- Knowledge of the UK institutional market, including pensions, multi managers and consultants
Who this fits
You'll suit a commercially minded relationship manager who can work independently, own a client portfolio and handle senior client discussions. The role is based in London with a hybrid split between home and office. You'll work across Front Office, Operations, Compliance, Legal, Product and Investment teams while managing regulated client activity.
From the employer
Contract type: Permanent
Location: London
Working style: Hybrid 50% home/office based
We are seeking an experienced and commercially minded Relationship Manager to join our Strategic Partnerships team within RLAM's Client Group. This is a highly visible role focused on managing and developing relationships with some of RLAM's most significant institutional strategic partners, driving client retention, identifying cross-selling opportunities, and supporting business growth.
Working closely with the Head of Strategic Partnerships, you will act as a trusted partner to clients, providing exceptional relationship management, leading strategic discussions with senior stakeholders, and coordinating complex change and transition activity. You will also play a key role in supporting new product launches through seed capital negotiations and ensuring clients receive a consistently high standard of service.
Success in this role requires outstanding relationship-building skills, strong technical and market knowledge, commercial awareness, and the ability to work independently while taking ownership of a designated client portfolio. You will be motivated by delivering excellent client outcomes and helping to build enduring partnerships that support long-term business success.
About the role
- Manage and develop relationships with RLAM’s institutional Strategic Partnership clients, acting as a trusted adviser and ensuring exceptional client service delivery.
- Create and execute tailored relationship plans, maintaining regular engagement with clients and consultants to anticipate needs and deliver effective investment solutions.
- Lead client retention activities and identify opportunities for cross-selling, upselling and securing new mandates in collaboration with Product and Investment teams.
- Represent RLAM at trustee, committee and portfolio review meetings, delivering insightful updates and building strong senior stakeholder relationships.
- Oversee the onboarding of new mandates and implementation of mandate changes, coordinating internal teams and ensuring transitions are completed accurately, efficiently and within agreed timelines.
- Act as the voice of the client internally, providing market insight and feedback that helps shape RLAM’s products, services and overall client proposition.
- Partner closely with colleagues across Front Office, Operations, Compliance, Legal and other specialist teams to deliver a seamless client experience while maintaining regulatory compliance, effective risk management and accurate record keeping.
About you
- University degree or equivalent
- IMC (or equivalent) qualified
- Strong investment management and product knowledge
- Proven experience in relationship management within investment management
- Proven experience and knowledge of the UK institutional marketplace, including pensions (segregated and pooled), multi managers and investment management (including fixed income knowledge), together with experience of dealing with investment consultants
About Royal London Asset Management
Royal London Asset Management (RLAM), part of the Royal London Group, is one of the UK's leading fund management companies working with a wide range of clients across the globe to achieve their investment goals. Our long-term, client-driven focus means that we have a long-standing commitment to responsible investment. We act as responsible stewards of our clients’ capital, exercising their rights and influencing positive change.
Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve.
We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance.
Inclusion, diversity and belonging
We’re an inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background.
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