Job Description

Description

We're looking for a commercially driven relationship leader to join Benchmark as a Partnership Director. You'll own and grow relationships with 30-50 of our key adviser firms, acting as their main point of contact and strategic partner. Your focus will be on deepening engagement, driving revenue growth, and ensuring these firms get the best from Benchmark's award-winning platform and services.

This is a high-impact role where you'll:Build trusted, long-term partnerships with financial advice firms. Develop and deliver account plans that unlock growth opportunities. Coordinate across business development, compliance, service and technology teams to provide a seamless experience. Act as the voice of the customer internally, ensuring priorities and feedback shape our roadmap. Drive commercial performance through cross-selling, upselling and retention strategies.
You'll need strong relationship management skills, commercial acumen, and a solid understanding of the financial advice market. Experience in managing complex partnerships and achieving revenue growth is essential.

What you'll do

Own and manage commercial relationships with 30-50 adviser firms, acting as their main contact and escalation point. Deliver our partnership programme, ensuring each firm gets maximum value from Benchmark's services and technology. Develop annual account plans, identify growth opportunities and drive revenue through cross-selling and upselling. Coordinate with business development, compliance, service and technology teams to provide a seamless experience. Represent adviser priorities internally, influencing roadmaps and resolving issues quickly. Monitor performance, report progress and maintain a single view of each relationship. Build strong, trusted partnerships that improve satisfaction, retention and long-term growth.

The knowledge, experience and qualifications you need

Proven experience managing complex commercial relationships in a business development, sales, or partnership role. Track record of driving revenue growth from existing relationships. Strong commercial skills, including negotiation, prioritisation and issue resolution. Good understanding of the UK financial advice market; experience working with financial advisers or wealth managers is highly desirable. Ability to work across multi-disciplinary teams (compliance, service, technology) to deliver a unified client experience. Proficiency in MS Office; familiarity with CRM systems (Salesforce preferred). Excellent problem-solving, organisational and time-management skills. Strong interpersonal and communication skills, with the ability to influence and collaborate effectively.

The base

You'll be based at the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex, but will need to be present across our other offices, including the main Schroders headquarters in London. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different.

We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham's main line train station.

About Benchmark Capital

Benchmark is one of the UK's leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides supports to over 1000 financial planners through our technology led platform across our employed, self-employed and independent segments. The solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every step of their journey - from starting their career, improving how they run productively and effectively, to accelerating its growth and ultimately thinking about succession planning.



We operate offices across the UK, and have rapid expansion plans, and are highly acquisitive having made over 50 acquisitions over the last few years. We also provide integrated solutions incorporating our own investment, pension, platform, technology and compliance services.



As a financial planning business, we help people realise their aspirations and achieve peace of mind, and therefore ensuring good client outcomes is central to decision making. Our regulatory requirement to achieve positive consumer outcomes and to treat client fairly are embedded within our organisation, and we take responsibility for embracing and promoting our duty of care to all clients, including those who may be more vulnerable than others.



As part of the

Schroders Plc Group

, and the Schroders Wealth Division, Benchmark sits within the UK largest listed asset manager with over 750bn of assets. Benchmark has the benefit of having a focussed business model with clear accountability with the benefits of being part of one of the UK's largest financial services businesses.

We're looking for the best, whoever they are

We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That's why inclusion and diversity are strategic priorities for us. We're proud to be an equal opportunities employer. You're welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We're building a workplace where everyone feels respected, valued, and empowered to thrive.