Account Manager - Investments & Wealth

TN United Kingdom; Aylesbury; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

An established industry player seeks a dynamic Account Manager to drive growth in the wealth and investment sectors. In this largely remote role, you will cultivate and expand client relationships, focusing on delivering exceptional value through innovative solutions. With a strong emphasis on commercial success, you will leverage your expertise in Software as a Service to meet revenue targets and deepen client engagement. Join a vibrant team that values collaboration and personal growth, and make a significant impact on clients' financial decisions while enjoying a flexible working environment.

Benefits

Flexible working promise

Vibrant office environment

Social and team-building events

Free fresh fruit delivered to the office

Qualifications

• Strong understanding of UK wealth and investment products required.
• Demonstrated track record of commercial success in sales roles.

Responsibilities

• Manage and grow existing client relationships in the investment sector.
• Own revenue targets and ensure clients maximize value from products.

Skills

Understanding of UK wealth and investment products

Commercial success in Account Manager role

Selling Software as a Service

Solution selling approach

Strong commercial skills

Building commercial relationships

Presentation skills

MEDDIC sales methodology

Job description

Account Manager - Investments & Wealth, Aylesbury

Client:

Defaqto

Location:

Aylesbury, United Kingdom

Job Category:

-

EU work permit required:

Yes

Job Reference:

1ceff2ae5add

Job Views:

3

Posted:

18.04.2025

Expiry Date:

02.06.2025

Job Description:

Part of Fintel plc, Defaqto is one of the UK’s most trusted sources of financial product and market intelligence, supporting financial institutions, intermediaries and consumers to make smarter financial decisions.

We are looking for talented people with the following experience:

• Strong understanding of UK wealth, investment and protection products and their distribution
• Demonstrable track record of commercial success in an Account Manager, sales role or similar where you have been selling Software as a Service and Subscription

Role Purpose

You will be responsible for managing and growing existing commercial relationships and generating new customers for Defaqto in the wealth and investment sectors, with a specific focus on pension (tax wrapper) providers and life companies.

What you'll do

• Own a revenue target via a portfolio of clients and potential clients
• Manage a portfolio of clients with a view to growing income and ensure they are achieving maximum value from the Defaqto products that they use and seek out ways of extending their investments in our solutions.
• Deepen the commercial relationships with proposition providers and life companies and spread the understanding of Defaqto across organizations.
• Demonstrate a solution selling approach to understanding needs, identify challenges and opportunities.
• Run sales meetings with individual representatives from our clients, and prospects, and lead presentations to larger groups, in person and via video meeting.
• Demonstrate Defaqto software
• Position Defaqto's expertise and insight across the various functions within the client organisation.
• Feedback ideas and market intelligence into the business.

What you'll need to succeed

• Have a strong understanding of wealth, investment and protection product distribution in the UK.
• Demonstrate a track record of commercial success in an Account Manager, sales role or similar.
• Experience of selling Software as a Service and Subscription based sales.
• Have strong commercial skills with a focus on finding a suitable solution for the client based on fact finding.
• Ability to build strong, multiple contact, commercial relationships.
• Track record of deepening relationships within large accounts.
• Demonstrate an ability to present a solution in a meaningful way.
• Experience of working with MEDDIC, Miller Hyman or similar sales methodologies

Other

You'll need to hold a valid UK driving license and be able to travel with overnight stays as and when required.

Your approach to work

• Credible, personable and customer focused
• Commercial and deal orientated
• Self-starting and target focused
• Determined and resilient

Work Location

This is a largely remote role with travel to clients as required. You'll also need to travel to the Haddenham office at least monthly for team strategy and update meetings.

How we Work

Our values define how we work so that we can achieve our vision, provide a great employee experience, and positively impact our customers.

Think Big | Be Bold | Own it | Team up | Be a Star

We have a vibrant office environment with a hybrid approach to working supported by our flexible working promise. We have a focus on wellbeing, a programme of social, charity and team-building events and free fresh fruit delivered to the office.

Right to Work

We are currently unable to provide sponsorship under the Skilled Worker Visa so you will need to hold the right to work in the UK in your own right without sponsorship now or in the future.

Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.

We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.

For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.

Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Check our Blog for more information.

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Created on 18/04/2025 by TN United Kingdom