Rand Mutual - RMA
Senior Portfolio Manager: Partnerships
Rand Mutual - RMA, Parktown, North Carolina, United States
Join to apply for the Senior Portfolio Manager: Partnerships role at Rand Mutual - RMA
Overview
As a Senior Portfolio Manager: Partnerships you will report to GM: Strategic Partnerships. You will be responsible for the management of strategic client partnerships. You will be supported by key account executives in the execution of duties. You will focus on identifying and managing key strategic partners with the aim to maximise revenue opportunities, resources and profitability. Key components of the role include sales management, partnership engagements, an operational focus across the various businesses, and an understanding of ROI and key lifecycle metrics, as well as team management. What will you do?
Front-end sales management: Develop short- and long-term sales strategy to ensure attainment of company sales goals and profitability through the development and maintenance of effective partnerships with key decision makers in partner organisations. Sell by engaging executive business leaders, discuss business strategy and challenges, deliver sales presentations, and create value. Set strategy for assigned partners/clients and direct execution in line with business objectives. Analyze business opportunities in terms of profitability and benefit to each partner. Report on sales progress, pipeline, and attainment of goals; provide accurate forecasts for partners weekly and monthly via pipeline reports. Manage and develop partnership proposals aligned with RMA’s strategy and prioritise projects. Developing and maintaining strong partner relationships: Raise RMA’s profile by cultivating productive strategic relationships with key decision makers across current partners. Schedule regular visits to partners. Oversee relationships with senior leaders at key partner organisations and ensure service levels and expectations are met. Help maintain and ensure partner renewal rates. Operational focus: Identify strategic opportunities for future collaboration and growth with partners. Measure effectiveness of customer success through metrics and data to influence lifetime value and customer health scores. Evaluate effectiveness of partner relationships and engagements in delivering positive ROI. Develop strong relationships with partners to maximise revenue streams and explore new initiatives that drive revenue growth and enhance RMA’s brand and media presence across key markets. Set direction for development of partnership relationships and assist in negotiating partner agreements. Team management: Manage a team of specialists who enhance relationships, deliver campaigns and penetrate existing accounts. Set performance targets, monitor progress, and manage staff development and training; Identify talent within the team and support career development; Identify and recruit new staff members; Ensure efficient use of financial resources; Manage relationships with RMA’s PR agencies and coordinate editorial activities. What you’ll bring to the table
NQF Level 7: Degree in Business Management Postgraduate Degree in Business Management (advantageous) RE5 Key Individual (Advantageous) CFP (Advantageous) 5 – 8 years Financial Services Industry Knowledge 5 years Long-term insurance experience 3 years management experience Experience in Insurance/Financial Services sector (preferred) Proven sales track record Experience engaging with C-suite clients Proven experience building and managing strategic partnerships with key account organisations at executive levels Experience driving sales revenue generation through partnership development and maintenance Knowledge of employee benefits Strong relationship-building skills and an entrepreneurial approach to leverage further opportunities What you’ll get in return
We offer opportunities for personal and professional development in a stable company. The role comes with a competitive salary package and various benefits. Flexible work arrangements (combination of remote and in-office). You will be part of a collaborative team that values teamwork and collaboration. Turnaround time
The shortlisting process will start after the application due date has been reached. The time taken depends on progress and management availability. If you do not hear back within 21 days, please consider your application unsuccessful. Our Commitment to transformation
In accordance with Rand Mutual Assurance’s employment equity plan, preference may be given to candidates from designated groups, but is not limited to them.
#J-18808-Ljbffr
As a Senior Portfolio Manager: Partnerships you will report to GM: Strategic Partnerships. You will be responsible for the management of strategic client partnerships. You will be supported by key account executives in the execution of duties. You will focus on identifying and managing key strategic partners with the aim to maximise revenue opportunities, resources and profitability. Key components of the role include sales management, partnership engagements, an operational focus across the various businesses, and an understanding of ROI and key lifecycle metrics, as well as team management. What will you do?
Front-end sales management: Develop short- and long-term sales strategy to ensure attainment of company sales goals and profitability through the development and maintenance of effective partnerships with key decision makers in partner organisations. Sell by engaging executive business leaders, discuss business strategy and challenges, deliver sales presentations, and create value. Set strategy for assigned partners/clients and direct execution in line with business objectives. Analyze business opportunities in terms of profitability and benefit to each partner. Report on sales progress, pipeline, and attainment of goals; provide accurate forecasts for partners weekly and monthly via pipeline reports. Manage and develop partnership proposals aligned with RMA’s strategy and prioritise projects. Developing and maintaining strong partner relationships: Raise RMA’s profile by cultivating productive strategic relationships with key decision makers across current partners. Schedule regular visits to partners. Oversee relationships with senior leaders at key partner organisations and ensure service levels and expectations are met. Help maintain and ensure partner renewal rates. Operational focus: Identify strategic opportunities for future collaboration and growth with partners. Measure effectiveness of customer success through metrics and data to influence lifetime value and customer health scores. Evaluate effectiveness of partner relationships and engagements in delivering positive ROI. Develop strong relationships with partners to maximise revenue streams and explore new initiatives that drive revenue growth and enhance RMA’s brand and media presence across key markets. Set direction for development of partnership relationships and assist in negotiating partner agreements. Team management: Manage a team of specialists who enhance relationships, deliver campaigns and penetrate existing accounts. Set performance targets, monitor progress, and manage staff development and training; Identify talent within the team and support career development; Identify and recruit new staff members; Ensure efficient use of financial resources; Manage relationships with RMA’s PR agencies and coordinate editorial activities. What you’ll bring to the table
NQF Level 7: Degree in Business Management Postgraduate Degree in Business Management (advantageous) RE5 Key Individual (Advantageous) CFP (Advantageous) 5 – 8 years Financial Services Industry Knowledge 5 years Long-term insurance experience 3 years management experience Experience in Insurance/Financial Services sector (preferred) Proven sales track record Experience engaging with C-suite clients Proven experience building and managing strategic partnerships with key account organisations at executive levels Experience driving sales revenue generation through partnership development and maintenance Knowledge of employee benefits Strong relationship-building skills and an entrepreneurial approach to leverage further opportunities What you’ll get in return
We offer opportunities for personal and professional development in a stable company. The role comes with a competitive salary package and various benefits. Flexible work arrangements (combination of remote and in-office). You will be part of a collaborative team that values teamwork and collaboration. Turnaround time
The shortlisting process will start after the application due date has been reached. The time taken depends on progress and management availability. If you do not hear back within 21 days, please consider your application unsuccessful. Our Commitment to transformation
In accordance with Rand Mutual Assurance’s employment equity plan, preference may be given to candidates from designated groups, but is not limited to them.
#J-18808-Ljbffr