4 of 4 Wealth Management Jobs in South Wales

/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 ...

Wealthify is a digital wealth management platform, based in Cardiff, with a mission to make it really simple for people to invest with confidence. Founded in 2016 to address the needs of a new generation of investors, Wealthify blends digital technology, expert investment management and close attention … customers to make wealth creation more accessible. Wealthify offers a range of investment accounts (Stocks & Shares ISA, Junior ISA (JISA), General Investment Account (GIA), Self-Invested Personal Pension (SIPP)) and savings accounts (Cash ISA, Instant Access Savings Account (IASA)) to give customers a range of ways to manage ...

Saragossa in Bristol is seeking a Business Analyst to join a wealth management team, shaping transformation projects and handing them to IT for delivery. You’ll operate at the front end of the BA lifecycle, turning ideas into something buildable while engaging stakeholders across business and technology. ...

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 ...