6 of 6 Permanent Wealth Management Jobs in the Thames Valley

Sales Lead SaaS FinTech/Wealth Management/Banking £80,000-£100,000 - £200k OTE London - Twice a week in the office I’m currently working with a well-established London FinTech wealth-management SaaS business, who are looking for a Sales Lead to join their growing team in London! The business develops a variety of … office in London but have a further 4 worldwide. Work with some of the largest FinTech companies globally. Host a variety of SaaS products aimed at large-scale FinTech & Wealth Management companies. Recently launched smaller scale products to cover the entire market which has proven hugely successful. Award winning business and part of a wider wealth-management More ❯

Sales Executive SME/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 function, targeting national networks and large advisory … experienced with self-gen leads – 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, and leadership on go-to … market strategy. Maintain accurate forecasting and pipeline discipline in HubSpot. What you’ll bring Experience selling SaaS solutions (typically £20K–£100K ACV) into financial services or similar consultative sectors, wealth management strongly preferred. Confidence operating in a complex, multi-stakeholder environment. A hunter mindset – you enjoy creating your own opportunities. Ambition to progress into enterprise-level selling and More ❯

Business Development & Partnerships Manager – Re.LoA Location: UK (remote with frequent travel) Reports to: CEO/Commercial Director Industry Focus: Financial Advisory, Wealth Management, Pension Transfers About the Role We are looking for a driven and well-connected Business Development & Partnerships Manager to spearhead our growth in the UK financial advisory and wealth management vertical. This person … in the adviser tech and RegTech space. Contribute to case studies, webinars, and whitepapers in collaboration with marketing. Key Skills & Experience Strong network in the UK financial advisory/wealth management industry (essential). Proven track record in business development, partnerships, or sales within financial services, fintech, or adviser networks. Experience running or representing companies at industry events More ❯

Business Sales Executive SME/Large Enterprise SaaS City, London (Hybrid) Circa £90K base x 2 OTE uncapped This is fast-growing scale-up that’s helping advice and wealth management firms to attract and convert more clients. Think lead-gen for wealth managers and the demand is huge! After exceptional traction with small and mid-market … brand recognition – your role is the full cycle from outreach to contract negotiation to close. What you’ll do Build and close new business with a wide range of wealth and asset management firms. Manage the full sales cycle from prospecting to close. Collaborate with marketing, product, and leadership on go-to-market strategy. Maintain accurate forecasting and … pipeline discipline in HubSpot. What you’ll bring Experience selling SaaS solutions (typically £20K–£100K ACV) into financial services or similar consultative sectors, wealth management strongly preferred. Confidence operating in a complex, multi-stakeholder environment. A hunter mindset – you enjoy creating your own opportunities. Ambition to progress into enterprise-level selling and larger deal cycles. Excellent communication skills More ❯

on Xapien to turn days of manual research into trusted insights, delivered in minutes. Our momentum so far Customers in a diverse range of industries, with particular growth in wealth management, insurance, financial services and supply chain onboarding. Demand accelerating beyond our UK headquarters, across multiple continents with new customers in the Middle East, Asia, and Oceania. Why More ❯

Our 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 to open up investing and transform a traditionally outdated industry … looking for FOUR Enterprise Account 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, segments, and growth initiatives Partner … etc.) 🎁 Perkbox discounts + sabbatical after 8 years What You’ll Need Proven track record in enterprise SaaS financial technology sales (multi-stakeholder, complex deals) Experience in fintech, FS, wealth/investment platforms, asset management or financial infrastructure Strong knowledge of the financial services ecosystem and regulatory environments Commercial mindset with consultative selling skills - established industry relationships is More ❯