Ecosystems Manager
Core
Drive coordinated cross-selling of investment, insurance, and life assurance products to grow revenue and client value across Old Mutual's business units.
Role type
Senior relationship manager (financial services)
Builds
Bundled financial solutions for existing and prospective clients
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
cross-selling, relationship management, sales, client retention, product knowledge (investment/insurance/life), compliance (KYC/AML), stakeholder management
Preferred skills
multi-product client management, industry event participation, market intelligence
Technologies
Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Identify and convert cross-sell opportunities within the existing client base, originate new business, develop client engagement plans, maintain and strengthen client relationships, track and report on cross-sell pipeline and retention performance, represent the brand at industry events
Seniority
Mid-level, hands-on IC