Lead Account Manager

Hybrid working Bath, Edinburgh or London

If you are an experienced Lead Account Manager and have worked your way to the top in Tech, SaaS or Fin Tech, this is a brilliant opportunity to join a scaling Fin Tech in the wealth management space.

Were looking for a passionate Lead Account Manager to head up an ever-growing account management team.

In this pivotal role, you will steer the delivery of our clients customer roadmap. You will take ownership of cultivating relationships with a diverse range of clients across three key segments: large advice firms and consolidators, advice techs, and established fintechs.

Extending beyond account management, you will play a central role in realizing our clients long‑term growth plans, overseeing service reviews, and ensuring adherence to governance standards.

Collaboration will be key, as youll work closely with the customer success and growth teams to provide a seamless and market‑leading customer experience.

Day to day, you will

• Build and lead a high‑performing team dedicated to understanding and supporting customers across all market segments.
• Develop and execute strategic account plans tailored to each customer, aligning with both their growth objectives and our business plan requirements.
• Serve as the voice of our customers, leveraging insights into their business models and growth aspirations to inform future roadmap development.
• Lead the development of a comprehensive Governance framework, with a focus on automation, and conduct thorough service reviews to drive exceptional customer experiences.
• Contribute to shaping the organisations long‑term customer and growth objectives, collaborating closely with internal teams.
• Work collaboratively with our customer success team to ensure a cohesive experience for our clients.
• Assist customers and our launch team in migrating existing business books and identifying new areas of growth through innovative products and services.

To succeed, you will need

• Deep knowledge of the financial advice, financial planning, fintech, wealth management or investment platform sector
• To demonstrate a solid understanding of how technology can enhance the investing experience.
• Proven experience in team leadership and a passion for both its rewards and challenges.
• Exceptional relationship‑building skills, coupled with the ability to navigate complex queries.
• Experience in contract negotiations and commercial modelling.
• In‑depth familiarity with regulatory environments and governance frameworks, including recent legislation such as consumer duty.
• Proficiency in process automation using low/no code tools.
• Knowledge and understanding of APIs.

In contrast, this Lead Account Manager role isnt right for you if

• You prefer a highly structured, top‑down approach to work. This role offers significant autonomy and requires proactive self‑direction.
• You're uncomfortable with the fast pace of a dynamic environment. You will need to thrive on agility and to think and act quickly.
• Following through on ideas is not your strong suit. Initiative and accountability, and ambition are attributes our client prizes.
• You resist change. Embracing uncertainty and adaptability are essential qualities for success in this rapidly evolving organisation.

On offer is a generous benefits package that includes

• Generous annual leave, in addition to bank holidays, with an extra day off on your birthday.
• 3 days (full‑time equivalent) per year for dependant leave.
• 1 day off annually to volunteer for a registered charity.
• Length of service awards: 1 month paid sabbatical after 8 years.
• Employer pension contribution of 6%, along with life assurance.
• Private medical insurance.
• Enhanced parental leave and flexible work arrangements to…