Teams at Lloyds Banking Group

Lead growth of the Intermediary Wealth Platform by securing long-term strategic partnerships and panel positions with corporate firms and consolidators. Build account plans, manage governance and commercial budgets, collaborate with distribution and specialist teams, deliver tenders and presentations, monitor persistency and margin risk, and drive AUA, revenue and market share targets while adhering to risk frameworks.

Manage a panel of financial advisers to drive platform and pension inflows, identify and convert commercial opportunities, use data and market insight to support advisers, represent the firm at events, collaborate with internal teams, and maintain technical knowledge of pensions, investments and regulation to improve adviser experience and commercial outcomes.