Strategic Relationship Manager

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

L&G Retail supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses.

Our Retail division helps people enjoy a more colourful retirement, both directly and through their employers, including Lifetime Mortgages, Retirement Interest Only Mortgages and financial advice on our range of lending products.

We are the UK’s number one individual life insurer, and also provide Group Protection products for employers – all helping people to plan for the unexpected. We support home buying through our Mortgage Club – the UK’s largest – and our award-winning Surveying Services team. And our fintech team finds and supports socially useful start-ups and scale-ups working in the workplace, home, insurance and wealth areas.

Joining us means helping create brighter financial futures for all our customers. 

We’re recruiting for a Strategic Relationship Manager to to manage, develop and drive a portfolio of Lender and third party relationships required to achieve the growth and adoption objectives across L&G Mortgage Services (LGMS).  As part of the LGMS distribution team identify, engage and unlock target distribution opportunities whilst continuing to manage, drive and retain existing relationships. To engage with key internal stakeholders, including counterparts across L&G Group, and to develop an effective internal network that allows the development of commercial opportunities and proposition ideas. 

What you'll be doing:

• Supporting the Head of Strategic Accounts with pitch development and delivery across all aspects of the sales lifecycle, ensuring LGMS is the partner of choice and achieving LGMS objectives
• Developing and managing a personal pipeline of prospects, winning new deals across all UK distribution channels, and developing current relationships with the assistance and guidance of the distribution teams
• Developing robust prospect and client relationships, aligning and engaging key stakeholders at all levels, and assisting in the development of strategic distribution plans to ensure LGMS is selected as the partner of choice during formal tender or partner selection processes
• Providing input into proposition development by tailoring propositions to win and retain LGMS partners, understanding business challenges, and creating innovative solutions through detailed questioning and leveraging internal and external networks
• Managing a portfolio of existing lenders and 3rd parties, ensuring all commercially viable business is retained and developed, and implementing business plans, heatmaps, SLAs, and contractual agreements to achieve LGMS objectives
• Supporting the Head of Strategic Accounts with governance and processes involved in assessing new and existing clients, participating in internal governance committees, and ensuring alignment with LGMS strategy
• Seeking feedback from customers to identify areas for improvement within product design, literature administration, and sales processes, and providing information to relevant areas where appropriate

Who we're looking for:

• High level Customer and Account Management experience in a highly competitive environment, developing proposition initiatives, maximising existing business opportunities
• Engagement, influencing, and presentation skills – in person & online 
• Strategy, leadership, business planning and commercial relationships
• This role requires an extensive network of external contacts and ideally, a detailed understanding of the UK Mortgage market
• CeMAP or equivalent is desirable

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are the many discounts we offer – both for our own products and at a range of high street stores and online
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart 

Legal & General is a leading financial services group and major global investor, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.

We aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.

If you join us, you’ll be part of a welcoming culture, with opportunities to collaborate with people of diverse backgrounds, views and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We strive to be open, mindful and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs.

If you’re open to find out more, we'd love to hear from you.