FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in relationship management and partner engagement within the B2B SaaS and wealth management sectors, with a strong focus on driving pipeline growth and collaboration across teams. Proficient in utilizing CRM tools like HubSpot to track opportunities and maintain data quality.
Highest-signal resume keywords
Relationship ManagementB2B SaaS ExperienceHubSpot ProficiencyPartner EngagementWealth Management Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Partner ManagementPipeline DevelopmentData Quality ManagementAccount PlanningOpportunity Qualification
Soft Skills
Communication SkillsOrganizational SkillsRelationship-BuildingSelf-Starter MentalityCuriosity
Tools & Technologies
HubSpotCRM Software
Industry Keywords
FintechPrivate BankingWealth ManagementReferral Partner NetworkGo-To-Market Strategy
About the role
Key responsibilities & impact- Build and grow relationships with technology providers, referral partners, solution providers and community partners
- Develop Landytech's private-bank and community-partner relationships and selected relationships across the broader partner ecosystem
- Build multi-threaded relationships from day-to-day contacts through senior stakeholders
- Cultivate new relationships with net-new private banks to grow family office referrals and pipeline
- Articulate and promote the joint value proposition for private banks and family office introducers
- Enable partners with product knowledge, sales materials, training and support
- Own the health and performance of assigned partner relationships
- Increase partner engagement, referral activity and qualified partner-sourced pipeline
- Develop account plans and support regular partner reviews covering activity, pipeline, opportunities, blockers and actions
- Identify, qualify and track partner-sourced opportunities in HubSpot with accurate attribution, data handling and clean handoffs to Sales
- Coordinate joint go-to-market work, including co-marketing, campaigns and events, with Marketing and Sales
- Collaborate across Sales, Product, Customer Success and Marketing
Requirements
What you’ll need- At least 3 years of experience in relationship, partner or alliance management within B2B SaaS (fintech) or wealth management, including private banking
- Strong relationship-building, communication and organisational skills
- Comfortable representing Landytech to senior figures at external partners and owning relevant conversations internally
- Ability to work with multiple internal stakeholders to drive goals and KPIs
- Practical CRM experience; HubSpot preferred
- Discipline about data quality
- Commercially minded; able to qualify opportunities, keep pipeline moving, and work with Sales without needing to close the deal
- Self-starter mentality and clear understanding of mutually beneficial partner relationships
- Curiosity about wealth and asset management
- Familiarity with technology and wealth management companies in this space is a plus
- Fluent in English; additional European language skills are a plus, but not essential
- Experience growing or running a referral partner network is a strong plus
- Experience enabling partners through training, materials and joint GTM
- Business-related degree or solid financial-services knowledge is useful, but not a hard filter
- Proven relationship-management experience across complex businesses spanning multiple geographies and languages
Benefits
Comp & perks- An opportunity to work in a fast growing fintech revolutionizing investment reporting
- Hybrid style of work/ 2 days working from our office in London
- 2 weeks per year working remotely
- Stock options, bonus & commission schemes depending on your role
- Private medical insurance with Bupa for you and your family members
- Death in service insurance option
- Pension Plan with NEST
- Cycle to Work Scheme and gym allowance
- Hands-on learning with people who know this market well
- Shared dashboards, KPIs and regular Q&As with the CEO