Technical Lead

3 weeks ago


London, United Kingdom 360 Search Full time

We are a leading global advice technology specialist for financial institutions seeking to help more customers access financial advice in a fast and scalable way.

We help our clients combine the power of digital intelligence with a human touch to enable smarter, more flexible and more secure advice delivery.

We are a passionate collective across financial services, wealth management, enterprise software development, UX design and client delivery, that show up every day to help financial institutions to transform how advice is delivered.

Our company culture is grounded in an environment of innovation, collaboration and celebration and we are always on the lookout for passionate and creative people to join the team.

Our Vision: To be the leading global advice technology for financial institutions.

Our Mission: To help more people access affordable, high-quality advice when they need it most – closing the advice gap and increasing societal financial wellbeing.

Your Responsibilities

  • Be part of the European Client Delivery Team with operational responsibility for technical services delivered to a portfolio of clients.
  • Own senior technical relationships, including project technical leads, architects, support team leads, and security stakeholders.
  • Oversee delivery of project technical services to clients, including architecture patterns, design and implementation of configuration and integrations and triage and resolution of defects.
  • Oversee delivery of production support services to clients, including first line support, escalation to second line support and client communications.
  • Be the point of contact for technical escalations and manage internal response and communications to resolve quickly.
  • Represent the technical team at client governance forums.
  • Support technical analysis required to support external sales.
  • Oversee and manage the technical team with Europe, including recruitment, onboarding and ongoing line management.
  • Liaise with internal stakeholders, including teams based in Sydney, to deliver technical services to clients.
  • Provide executive reporting to monitor the provision of technical services to each client.
  • Support sales pitches and engagement with new prospects to explain technical architecture, technical roadmap and key processes.
  • Develop the processes and technical documentation required to support a rapid implementation methodology.


You will bring

  • Excellent communication skills, including the ability to engage with clients and a wide range of internal stakeholders both formally and informally.
  • Hands-on approach to delivery and working as a team to meet client deadlines.
  • 10+ years' experience in client facing technical roles, including hands on experience managing technical teams.
  • Experience working with top tier financial service institutions.
  • Knowledge gained through working with global teams that span multiple across time-zones and geographies.

On any given day you might…..

  • Lead an update in a monthly governance forum to explain the root cause of a production incident.
  • Hold a meeting with the client’s support team lead to review outstanding production incidents.
  • Meet the engineering team, based in Sydney, to agree an archictural change before it is communicated to a client.
  • Brief the executive team on the technical challenges experienced by a particular client.
  • Draft the “technical architecture” section of an RFP.
  • Provide coaching and feedback to a team member to support their learning and development needs.

Measures of Performance

  • Internal team engagement & external client satisfaction.
  • Demonstration of values and behaviour’s consistent with our values.
  • Carry out responsibilities to a high standard, as per agreed processes.


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