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For Companies At a Glance
- Tasks: Lead a dynamic account management team and drive client relationships in the FinTech space.
- Company: Join a scaling FinTech company focused on wealth management and innovation.
- Benefits: Generous leave, flexible work, learning budget, and health initiatives.
- Why this job: Shape the future of finance while making a real impact in a fast-paced environment.
- Qualifications: Experience in FinTech, strong leadership skills, and a passion for customer success.
- Other info: Embrace autonomy and thrive in a rapidly evolving organisation.
The predicted salary is between 43200 - 72000 £ per year.
Hybrid working in Bath, Edinburgh or London. If you are an experienced Lead Account Manager and have worked your way to the top in Tech, SaaS or FinTech, this is a brilliant opportunity to join a scaling FinTech in the wealth management space. We are looking for a passionate Lead Account Manager to head up an ever-growing account management team.
The role:
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, advicetechs, 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 you'll work closely with the customer success and growth teams to provide a seamless and market-leading customer experience.
Your responsibilities:
- 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 organisation's 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.
About you:
- Deep knowledge of the financial advice, financial planning, fintech, wealth management or investment platform sector.
- 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.
This Lead Account Manager role isn't 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.
The benefits:
- 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 support work-life integration.
- Up to £500 budget for home office setup.
- £500 per person learning budget.
- Opportunity to work abroad for up to 6 weeks per year.
- Health and wellbeing initiatives.
- Financial wellbeing focus with access to investment plans and advice schemes.
- Electric Vehicle scheme available after 12 months of employment.
- Perkbox membership offering a range of discounts and perks, including free weekly coffee and gym and retail discounts.
- Cycle to work scheme, saving money on a variety of bikes and accessories.
- Commitment to continuous learning with free access to over 10,000 online training courses.
Help shape the future of finance and customer experience. If you're ready to take on a leadership role in a forward-thinking company, where your contributions make a tangible impact, we encourage you to apply.
Ignite Digital Talent are committed to creating equal opportunities, and welcome job applications from all who are qualified and eligible to work in the UK, regardless of colour, ethnic or national origin, race, gender, sex, disability, age, sexual orientation, religious or political beliefs, marital status, or family circumstances.
Lead Account Manager employer: Ignite Digital
Contact Detail:
Ignite Digital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lead Account Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the FinTech and SaaS space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with hiring managers or during interviews, make sure to highlight your deep knowledge of financial advice and technology. Share specific examples of how you've driven growth or improved customer experiences in your previous roles.
✨Tip Number 3
Be proactive! If you see a company you’re keen on, don’t wait for them to post a job. Reach out directly and express your interest. Tailor your message to show how your skills align with their needs, especially in account management and team leadership.
✨Tip Number 4
Keep learning! With our access to over 10,000 online training courses, take advantage of this to upskill in areas like process automation or governance frameworks. This not only boosts your CV but also shows potential employers that you’re committed to continuous improvement.
We think you need these skills to ace Lead Account Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in Tech, SaaS, or FinTech. We want to see how your skills align with the Lead Account Manager role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Leadership Skills: As a Lead Account Manager, you'll be heading up a team, so it's crucial to demonstrate your leadership experience. Share specific examples of how you've built and led teams in the past, and how you’ve navigated challenges along the way.
Highlight Relationship-Building Abilities: This role is all about cultivating relationships with clients. Use your application to illustrate your exceptional relationship-building skills and provide examples of how you've successfully managed client accounts in the past.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to keep track of your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Ignite Digital
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial advice and fintech sectors. Understand how technology enhances the investing experience, as this will be crucial in demonstrating your expertise during the interview.
✨Showcase Your Leadership Skills
Prepare examples that highlight your experience in team leadership. Be ready to discuss how you've built high-performing teams and navigated challenges, as this role requires a strong focus on leading an account management team.
✨Understand Client Needs
Think about how you can articulate your approach to cultivating relationships with diverse clients. Be prepared to share insights into how you’ve tailored account plans to align with client growth objectives in previous roles.
✨Embrace Agility
This role demands adaptability and quick thinking. Prepare to discuss situations where you've thrived in dynamic environments and how you handle change. Show them you're proactive and ready to take initiative!
