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For Companies At a Glance
- Tasks: Lead a team, manage client relationships, and drive revenue growth in WealthTech.
- Company: Join a leading provider of innovative tech solutions for wealth management.
- Benefits: Enjoy a competitive salary, bonuses, and a hybrid working environment.
- Why this job: Be part of a fast-growing company shaping the future of wealth management technology.
- Qualifications: Experience in account management within WealthTech or financial services is essential.
- Other info: This role offers a unique opportunity to lead in a strategic position.
The predicted salary is between 72000 - 84000 £ per year.
This range is provided by Iopa Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Salary: Up to £120,000 + Bonus & Benefits
About the Company
A leading provider of cutting-edge technology and data solutions for the wealth and investment management industry is seeking a Head of Account Management to drive client engagement and revenue growth. The company has gone from strength to strength, expanding its global footprint and continuously innovating to meet the evolving needs of wealth managers, private banks, and financial institutions. With a strong reputation for delivering best-in-class analytics, portfolio solutions, and advisory tools, this is an exciting time to join an organisation at the forefront of the industry.
The Role
As the Head of Account Management, you will be responsible for leading a high-performing team, managing key client relationships, and driving commercial success across the WealthTech division. This is a strategic leadership role that requires a blend of client relationship management, business development, and operational oversight to ensure continued growth and client satisfaction.
Key Responsibilities
- Lead and develop a team of account managers, ensuring a client-first approach and high engagement levels
- Build and maintain strong relationships with key clients, ensuring they maximise the value of the company's solutions
- Develop and execute strategies to drive retention, growth, and cross-selling opportunities across the wealth management sector
- Work closely with internal stakeholders, including product, sales, and technology teams, to align solutions with client needs
- Oversee contract negotiations, renewals, and commercial agreements to drive revenue growth
- Monitor market trends and client feedback to contribute to product development and innovation strategies
- Provide leadership in enhancing the customer experience and optimising client service models
Skills & Experience Required
- Proven experience in an account management leadership role within WealthTech, fintech, investment technology, or financial services
- Deep understanding of wealth management, portfolio analytics, and investment data solutions
- Strong track record in managing senior client relationships and driving revenue growth
- Excellent leadership, mentoring, and people management skills
- Commercially driven, with experience in contract negotiation and strategic account planning
- Ability to work collaboratively across teams and influence key stakeholders
- Strong analytical and problem-solving skills, with a data-driven approach to decision-making
Why Join?
- Join a market leader in wealth and investment technology with a track record of continuous innovation
- Be part of a fast-growing organisation with ambitious expansion plans
- Lead and shape a high-performing team in a key strategic role
- Competitive salary package with performance-based incentives
- Hybrid working environment with a strong culture of collaboration and professional development
This is a unique opportunity for a driven WealthTech account management leader to take on a high-impact role within a growing and successful firm. Apply now to be part of a business that is shaping the future of wealth management technology.
Contact Detail:
Iopa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Account Management (WealthTech)
✨Tip Number 1
Network with professionals in the WealthTech industry. Attend relevant conferences, webinars, and events to connect with potential colleagues and clients. Building relationships can give you insights into the company culture and expectations.
✨Tip Number 2
Research the latest trends in wealth management and investment technology. Being knowledgeable about current market dynamics will help you engage in meaningful conversations during interviews and demonstrate your expertise.
✨Tip Number 3
Prepare to discuss your leadership style and how you've successfully managed teams in the past. Highlight specific examples of how you've driven client engagement and revenue growth in previous roles.
✨Tip Number 4
Familiarise yourself with the company's products and services. Understanding their offerings will allow you to articulate how you can enhance client relationships and contribute to their growth strategy effectively.
We think you need these skills to ace Head of Account Management (WealthTech)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in account management, particularly within WealthTech or financial services. Use specific examples that demonstrate your leadership skills and success in driving revenue growth.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your strategic vision for the role. Mention how your background aligns with the company's goals and how you can contribute to their continued success.
Highlight Key Achievements: In your application, emphasise key achievements that relate to client relationship management and business development. Use metrics where possible to quantify your impact, such as revenue growth percentages or client retention rates.
Showcase Leadership Skills: Since this role involves leading a team, be sure to include examples of your leadership style and how you've successfully managed teams in the past. Discuss any mentoring or coaching experiences that demonstrate your ability to develop talent.
How to prepare for a job interview at Iopa Solutions
✨Showcase Your Leadership Skills
As a Head of Account Management, you'll need to demonstrate your leadership capabilities. Prepare examples of how you've successfully led teams in the past, focusing on your approach to mentoring and developing talent.
✨Understand the WealthTech Landscape
Familiarise yourself with current trends and challenges in the WealthTech industry. Be ready to discuss how these factors impact client relationships and revenue growth, showcasing your industry knowledge.
✨Prepare for Client Relationship Scenarios
Expect questions about managing senior client relationships. Think of specific instances where you’ve turned around a challenging client situation or maximised value for a client, as this will highlight your problem-solving skills.
✨Align with Company Values
Research the company's culture and values. During the interview, express how your personal values align with theirs, particularly regarding client-first approaches and innovation, to show you're a good fit for their team.
