Flagstone Group LTD

Lead and coach a team of Business Development Managers to drive SME growth and manage pipeline health. Establish and scale a systematic outbound sales capability to increase Direct SME Assets under Administration.

Lead and coach a geographically dispersed team of Account Relationship Managers to drive referral volumes and AuA growth. Simultaneously manage a portfolio of senior IFA firms and develop the overall channel strategy for the national market.

Design and iterate the premium client service model while managing a portfolio of high-value clients to ensure retention and growth. Act as the primary escalation point for complex queries and provide client insights to improve product and service design.