Account Manager Lead / Lead Account Manager / Lead Relationship Manager / Lead Client Relationship 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 FinTech, this is a brilliant opportunity to join a scaling FinTech in the wealth management space.

Were 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 youll work closely with the customer success and growth teams to provide a seamless and market-leading customer experience.

Your responsibilities.

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.

About you.

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.

The benefits.

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 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 working 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.