Relationship Manager

The Company

DASH Technology Group (DASH) is a fast growing and innovative company in the wealth management industry. The business develops technology solutions covering the end-to-end wealth management process, from client engagement tools, to preparing financial advice, to investment platform solutions. Our core offerings include an investment platform (super and investment capability) and financial planning software. Our team have wide ranging experience and diverse backgrounds and bring many perspectives to building an inclusive and vibrant workplace. We are driven by our commitment to provide our Advice Practices with a scalable and non-conflicted alternative to financial planning software and traditional wraps and platforms.

The Role

We are looking for a Relationship Manager, to join our Customer Success Team, reporting to Head of Customer Success. The Relationship Manager (RM) is a strategic partner to investment advisers, driving long-term engagement and success with our wealth management platform. The RM provides high-touch support, delivering training, sharing insights on technology updates, and aligning platform capabilities with advisers' business objectives. This role requires deep industry knowledge, relationship-building expertise, and a proactive approach to maximise adviser retention, platform adoption, and satisfaction.

Key Responsibilities

The Relationship Manager role core objectives will include;

· Build and maintain strong relationships with advisers, acting as their trusted partner to support their business growth and utilisation of our products and services.

· Deliver tailored training sessions (in-person or virtual) on platform features, new technology releases, and regulatory changes.

· Conduct regular client meetings to review service performance regarding the service level agreement, discuss business goals and identify opportunities for service optimisation and enhanced adoption.

· Encourage and contribute innovative and creative ideas and improvements.

· Act as an escalation point for AMs.

· Analyse data to identify trends regarding support items to identify issues, dealer groups, training opportunities.

· Identify service usage measures across clients to identify opportunities for broader and deeper uptake of our services.

· Identify opportunities to upsell additional services or products to existing clients, collaborating with sales and marketing teams to execute targeted campaigns.

· Gather adviser feedback on platform functionality and share insights with product teams to influence development roadmaps.

· Use analytics to identify advisers at risk of churn or underutilising features, implementing targeted engagement plans.

· Work closely with Account Managers to align strategic and operational support, and collaborate with sales, product, and marketing teams to enhance adviser experiences.

· Stay informed on wealth management trends, regulatory changes, and competitive platforms to provide advisers with relevant insights.

The above list is not exhaustive and the role may change to meet the overall objectives of the company.

Qualifications

• Degree level (desirable but not essential)

Experience

3 years Relationship Management experience, preferably within wealth management (investment management, investment platforms, financial advice, stockbroking)

Knowledge

Wealth management industry landscape.

Skills & Competencies

· Relationship Building: Exceptional interpersonal skills to build trust and long-term partnerships with advisers.

· Strategic Thinking: Ability to align platform capabilities with advisers' business objectives, driving measurable outcomes.

· Communication: Outstanding verbal and written communication, with the ability to present complex ideas clearly and persuasively.

· Analytical Skills: Comfortable using data and analytics to monitor adviser engagement and identify growth opportunities.

· Industry Knowledge: Deep understanding of wealth management, portfolio management, and regulatory frameworks.

· Leadership: Proactive and self-motivated, with the ability to influence advisers and internal teams.

· Empathy: Client-centric mindset, with the ability to understand and address advisers' unique needs.

Personal Attributes

· Professional approach.

· Ability to work under pressure.

· Organisational and time management skills.

· Excellent attention to detail.

· Confident manner.

· Positive approach to change.

This job description serves to illustrate the scope and responsibilities of the post and is not intended to be an exhaustive list of duties. You will be expected to perform other job-related tasks requested by management and as necessitated by this role's development and the business's development.