Job Type
Job Details
intelliflo is a global business that welcomes bold ideas and all points of view. Doing what matters inspires us, and we believe that we grow best – as people and businesses - by working together and always striving to get better without fearing failure.
We’re not looking for a ‘culture fit’. We want you to bring your unique skills and perspectives and add to our culture, not conform to it. This isn’t about finding the person who fits in; we want people who stand out.
Who is intelliflo?
Sound financial advice has the power to transform lives and should be accessible to the many, not the few. intelliflo widens access to financial advice through leading technology that powers the advisory experience.
We use open software architectures and unmatched industry experience to simplify a complex digital landscape and help advisors flourish and grow. Our solutions support over 30,000 financial advisors globally, who represent over three million households with over USD 1 trillion assets.
intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry.
Your Team:
Our Strategic Alliances team aims to grow revenue by providing additional services to our customers that support the delivery of great consumer outcomes.
Your Role:
You will be responsible for revenue generation across a wide portfolio of services. Taking the lead for revenue across video and data partners, as well as Store partners and alliances, building relationships with our customer management teams, the adoption of services will be a key performance metric.
What you will be doing:
- intelliflo ‘data’ is a discrete revenue channel. We support institutions and market suppliers with data packages that help them grow their business and address regulatory challenges. The role holder will be expected to work with our partners to build and manage sales activities that result in revenue generation.
- Our Partner and Alliances initiative aims to grow ‘Store’ revenue by 6-7x in the next 36 months. The role holder will be expected to own the distribution of all initiatives, and work with our customer teams to ensure they are aware and promoting services.
- Intelliflo ‘video’ is an exciting development to deliver value to our customers and their clients using the latest developments in avatar media delivery. The role holder will own the revenue objectives for intelliflo video in the UK.
- Support and be active in events organized by intelliflo customer management teams
- From time to time the Director will require support with internal and external reporting for all revenue channels, as well as creating storyboards for external use. Liaising with other departments to seek resolutions on customer queries
- Identify potential strategic partners that align with the company’s growth objectives.
- Develop and execute a comprehensive strategy for establishing and managing strategic alliances.
- Support negotiations with potential partners to secure beneficial agreements for our customers.
- Develop and present business cases and financial models to support partnership opportunities.
- Ensure that all Partner and Alliance arrangements meet company’s strategic and financial objectives.
- Manage and nurture relationships with key strategic partners. Serve as the primary point of contact for all strategic alliances.
- Ensure ongoing alignment between partner and company objectives.
- Work closely with internal teams (e.g., Sales, Marketing, Product Development & Customer Success) to ensure successful implementation and management of partnerships.
- Collaborate with leadership teams to align strategic alliances with overall company strategy.
- Monitor competitor activities and industry developments to inform strategic decisions.
What you will be bring:
- Proven network amongst SMFs in Asset Management and Insurance Companies.
- Experience of building revenue from low base
- Build and execute revenue growth plans
- Proven commercial awareness
- Numeracy and data rationality
- Proven experience in business development, strategic alliances, or related roles, preferably within Fintech/Financial services industry
- Proven track record of successfully managing strategic partnerships.
- Strong strategic thinking and analytical skills.
- Excellent negotiation, communication, and interpersonal skills
- Ability to manage multiple projects and meet deadlines in a fast-paced environment.
- Proven financial acumen and experience with financial modelling.
- Ability to travel as needed.
intelliflo’s workplace model is designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection when possible. Most teams within our England office work 1-day a week in the office, however, most of our teams within the United States and India operate in a remote working pattern. Certain limitations apply. Please consult with your Talent Acquisition contact during the interviewing process.
What’s in it for you?
intelliflo offers industry-leading Total Rewards that help you thrive – in and out of the office, including competitive pay, retirement savings plans, generous health and wellness benefits, and much more.
Our commitment to diversity, equality, and inclusion
Our aspiration is for our workforce to continually reflect the diversity of people and perspectives in today’s evolving society, which we believe is fundamental to our efforts to widen access to financial advice. intelliflo is proud to be an Equal Opportunity Employer. We are committed to equal employment opportunity for all job applicants and employees. Individuals seeking employment at intelliflo are considered without regards to race, religion, color, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, military or veteran status; or any other characteristic protected by applicable laws.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
