Account Manager
2 months ago
Location:
Hybrid (Bath, Edinburgh, or London)
Join a dynamic FinTech revolutionizing wealth management
If youre an experienced Account Manager or Relationship Manager with a background in SaaS or FinTech, this is your chance to make an impact.
What You'll Do:
- Manage relationships with large advice firms, advicetechs, and established fintechs.
- Drive long-term growth plans, service reviews, and governance.
- Collaborate with customer success and growth teams to deliver exceptional experiences.
- Develop strategic account plans, deeply understanding clients' business models and goals.
- Be the voice of the customer, identifying product and technology gaps.
- Implement governance frameworks and provide thematic analysis for superior customer service.
- Partner with clients to migrate business books and discover new growth opportunities.
What We're Looking For:
- Strong experience in fintech, wealth management, financial planning, or financial advice.
- Passion for leveraging technology to improve investing experiences.
- Exceptional relationship-building skills and problem-solving abilities.
- Experience with contract negotiations and commercial modeling.
- Deep knowledge of regulatory environments and governance frameworks.
- Understanding of APIs is a plus.
Benefits:
- Generous holiday allowance, including your birthday off.
- Paid leave for dependents and volunteering.
- Length of service awards and paid sabbaticals.
- Flexible hybrid working (minimum one day per week).
- Employer pension contributions, life assurance, and private medical insurance.
- Enhanced parental leave and flexible work arrangements.
- Financial well-being support, including coaching and investment plans.
- Health and well-being initiatives, including mental health support.
- Learning and development opportunities.
- Employee discounts and perks.
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