💼 About This Role

You'll join our embedded investment platform team to manage and grow relationships with customer firms. You'll act as a trusted commercial partner to senior stakeholders, helping them achieve growth ambitions. This role sits at the heart of our growth strategy, combining relationship management and deep industry knowledge.

🎯 What You'll Do

• Own and manage a portfolio of complex customer accounts
• Develop strategic account plans aligning customer and commercial goals
• Drive adoption of new platform features and capabilities
• Run regular business and governance reviews using performance data

📋 Requirements

• Proven experience managing complex B2B customer relationships in fintech or financial services
• Comfortable building trust with and influencing senior stakeholders
• Strong commercial awareness and identifying growth opportunities
• Ability to explain technical concepts like APIs and integrations

✨ Nice to Have

• Understanding of the regulatory environment including Consumer Duty
• Experience in advice, platform, or financial services technology

🎁 Benefits & Perks

• 💰 Salary between £70,000 and £80,000
• 🌴 27 days holiday + bank holidays + birthday off
• 💙 Two volunteering days per year
• 🏥 Private medical insurance with AXA Health
• 📖 £750 learning budget per person

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter call· 30 min
2. 2Hiring manager interview· 45 min
3. 3Panel interview· 60 min