2 of 2 Wealth Management Jobs in Cardiff

/Large Enterprise SaaS London (Hybrid) £90K base x 2 OTE uncapped This is a fast-growing scale-up that’s helping advice and wealth management firms to attract and convert more clients. After strong traction with mid-market customers, the business is now building out its enterprise … there’s an increasingly powerful marketing effort but no SDR function, yet. What you’ll do Build and close new business with top-tier wealth management firms Manage the full sales cycle from prospecting to close. Tailor complex value propositions to multi-stakeholder buyers. Collaborate with marketing, product ...

Client Octopus-owned embedded investment platform that’s reshaping the future of wealth management. A certified B-Corp with strong product-market fit, they’re scaling rapidly and backed by the £multi-billion Octopus Group (home of Octopus Energy, Octopus Investments, and Octopus Money). With a mission … Execs to join their business and help scale out the business. What You’ll Do Own and close complex, high-value deals with banks, wealth managers, and fintechs Lead end-to-end enterprise sales cycles: navigating compliance, procurement, and senior stakeholders Shape go-to-market strategy for new products ...