Role purpose

Fair4All Finance is seeking a collaborative and results driven Partnerships / Key Account Manager to lead our relationships with senior leaders in the financial services industry with the goal of developing ambitious joint projects to increase financial inclusion and customer financial wellbeing.

You will be joining a talented and driven team overseen by a committed and impressive board. Our high calibre team is drawn from a range of backgrounds spanning CEO, Partner and Director roles within Financial Services institutions through to leaders in impact investing and social purpose organisations, including key industry touch points such as the Financial Inclusion Policy Forum.  

You will have a passion for our mission to increase the financial resilience of people in vulnerable circumstances, through your understanding of Environmental, Social and Corporate (ESG) frameworks and financial wellbeing initiatives within mainstream financial services. You will be able to blend this with adopting innovative and creative approaches to problem solving with multiple stakeholders, understanding the implications of these imperatives on partnership working with not for profit organisations.

 Your responsibilities 

Mapping the landscape of financial services and their support for customers in vulnerable circumstances 

• Understand the operating environment for financial services organisations, their relative positions and the latest regulatory and policy changes that impact their operating context

• Understand what great looks like in product provision for customers in vulnerable circumstances  

• Understand the barriers and enablers to increasing provision

Strategic relationship planning and management

• Own key accounts plan management in the mainstream financial services sector, being the first point of contact for Fair4All Finance, interfacing across levels in that organisation

• Identifying the most appropriate team within Fair4All Finance to bring in expertise where relevant to collaborate on projects and sustain deep and trusted relationships 

• Set out a clear account plans for key providers with timelines and milestones 

• Build a network of influencers, including the board of Fair4All Finance, to work with in relationship building

• Work with Fair4All Finance colleagues to develop insights, research, products and partnerships to support mainstream providers

Building partnerships that surface opportunities and commitments to action 

• Clearly communicate and build a shared vision for financial inclusion with key commercial providers  

• Identify opportunities, building and actively managing an opportunity pipeline for joint projects with financial services organisations to progress a financial inclusion agenda

• Secure commitments to achieve mutual goals and where appropriate own the delivery of these projects or leverage the expertise of the rest of the Fair4All Finance team

Person specification 

Essential experience and capabilities include:  

• Understand the broad trends in financial services industry and key business drivers   

• Be able to understand a complex policy landscape and to synthesise disparate information in order to communicate clearly 

• Evidence of strong oral and written communication skills and self-assurance working alongside and presenting recommendations at an executive level within organisations 

• Have a working knowledge of stakeholder mapping techniques and account planning tools, particularly Microsoft Dynamics 

• Have direct financial services product or services experience

Desirable experience and capabilities    

• Have existing knowledge of financial services regulation

• Have existing knowledge of and experience in impact investment reporting, ESG reporting, CSR reporting 

 Personal characteristics:  

• Be able to deal with complexity and uncertainty and work under your own initiative  

• Be great at building relationships at all levels 

• Enjoy innovative and experimental ways of team working 

• Seek continued learning and development  

• Have fun at work! We’re a small and passionate team and we’re excited to be able to work with like-minded people to drive change

Applications  

After the job advert closes, your answers will go through a sift process: randomising and anonymising answers to take out individual information that could add biases into hiring decisions. This enables application reviewers to review each answer objectively. People scoring the applications will not have seen your CV at this stage of the process so please try your best to answer questions with specific examples and without simply rephrasing your CV, which they will review later in the recruitment process. 

All Fair4All Finance team members are currently working from home. We will be as flexible as possible in light of any COVID-19 priorities and challenges which you may be facing.