Partner at $15M Series A AI fintech (YC S24) building the OS for financial advice

Partner at $15M Series A AI fintech (YC S24) building the OS for financial advice

Full-Time 80000 - 120000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Own and scale enterprise relationships in AI-powered financial planning.
  • Company: Join a $15M Series A fintech backed by top-tier investors.
  • Benefits: High autonomy, meaningful equity, and the chance to shape the future of financial advice.
  • Other info: Dynamic role with opportunities to travel and build industry connections.
  • Why this job: Drive growth for a market leader and democratise financial advice for millions.
  • Qualifications: 4-8+ years in B2B SaaS sales with a strong track record.

The predicted salary is between 80000 - 120000 £ per year.

You will own and scale the most critical enterprise relationships for the UK’s market leader in AI-powered financial planning. Managing the full sales cycle from prospecting to close, you will partner with national advice networks and wealth management firms to automate compliance and operations, helping democratize financial advice for millions.

Location: London, UK

Why this role is remarkable:

  • Join a YC S24 breakout backed by $15M in Series A funding from top-tier investors including Singular, Shapers, and Y Combinator.
  • Drive growth for the UK market leader already used by 600+ advisory firms and 2,000+ advisers to cut administrative costs by up to 90%.
  • High-impact, high-autonomy role where you shape the enterprise partnership function and earn meaningful equity in a category-defining AI platform.

What You Will Do:

  • Execute the full enterprise sales cycle with national advice networks, PE-backed consolidators, and large-scale wealth management firms.
  • Lead strategic product demos and commercial presentations for C-suite executives and compliance leads to secure long-term partnerships.
  • Travel across the UK to represent the company at industry events and build deep, face-to-face relationships with senior industry stakeholders.

The Ideal Candidate:

  • 4-8+ years of B2B SaaS enterprise sales experience with a proven track record of managing complex, multi-stakeholder deals.
  • Deep understanding of the UK IFA or wealth management landscape, including familiarity with pricing strategy and regulated industry compliance.
  • Highly autonomous self-starter who excels in early-stage environments and maintains rigorous pipeline discipline and forecasting accuracy.

Partner at $15M Series A AI fintech (YC S24) building the OS for financial advice employer: Jack & Jill

Join a pioneering AI fintech company in London that is redefining financial advice through innovative technology. As a Partner, you will enjoy a high-impact role with significant autonomy, driving growth and shaping enterprise partnerships while benefiting from a collaborative work culture that prioritises employee development and offers meaningful equity opportunities. With the backing of top-tier investors and a commitment to democratising financial advice, this is an exceptional opportunity for those looking to make a real difference in the industry.

J

Contact Details:

Jack & Jill Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Partner at $15M Series A AI fintech (YC S24) building the OS for financial advice

Tip Number 1

Network like a pro! Get out there and connect with industry folks at events or online. Building relationships can open doors that applications alone can't.

Tip Number 2

Show your passion for the role! When you get the chance to chat with potential employers, let your enthusiasm for AI fintech shine through. It’s all about making a memorable impression.

Tip Number 3

Prepare for those interviews! Research the company and its products inside out. Being able to discuss how you can help them scale their enterprise partnerships will set you apart.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you a better shot at landing that dream job.

We think you need these skills to ace Partner at $15M Series A AI fintech (YC S24) building the OS for financial advice

B2B SaaS Sales
Enterprise Sales Cycle Management
Relationship Building
Strategic Product Demos
Commercial Presentations
C-suite Engagement
Industry Event Representation

Some tips for your application 🫡

Show Your Passion for Fintech:When writing your application, let your enthusiasm for fintech shine through! We want to see how you connect with our mission of democratizing financial advice and how your experience aligns with our goals.

Tailor Your Experience:Make sure to highlight your B2B SaaS sales experience and any relevant achievements. We love seeing specific examples of how you've managed complex deals or built relationships in the wealth management space.

Be Clear and Concise:Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and focus on what makes you a great fit for this role. Remember, less is often more!

Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best 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 Jack & Jill

Know Your Stuff

Make sure you have a solid understanding of the fintech landscape, especially in relation to AI and financial advice. Brush up on the latest trends and challenges in the industry, as well as the specific needs of wealth management firms. This will help you speak confidently about how you can add value.

Showcase Your Sales Skills

Prepare to discuss your experience with the full sales cycle, particularly in B2B SaaS. Have specific examples ready that demonstrate your ability to manage complex deals and build relationships with multiple stakeholders. Highlight any successes you've had in similar roles to show you’re the right fit.

Be Ready for Strategic Conversations

Since you'll be leading product demos and presentations for C-suite executives, practice articulating your thoughts clearly and persuasively. Think about how you can tailor your pitch to address the unique needs of potential partners, and be prepared to answer tough questions about compliance and pricing strategies.

Demonstrate Autonomy and Initiative

This role requires a self-starter attitude, so be ready to share examples of how you've taken initiative in previous positions. Discuss how you maintain pipeline discipline and forecasting accuracy, and be prepared to explain how you would approach building relationships in an early-stage environment.