Teams at Flagstone

The Account Relationship Manager engages financial advisers to build partnerships, provides training, and manages referral activities to enhance growth in the IFA and wealth manager channel.

Manage relationships with Flagstone's high-value clients by delivering premium service, tracking portfolio health, and addressing client needs and queries, ensuring client satisfaction and retention.

The Account Relationship Manager (ARM) will engage with SJP Partners to boost referrals, conduct training on the Flagstone platform, and provide ongoing support, aiming to enhance partnerships and drive business growth.