Head of Account Management (WealthTech)

Iopa Solutions; Greater London; Hybrid; GBP 100,000 - 120,000; Full time

Job summary

An established industry player is seeking a dynamic Head of Account Management to lead client engagement and drive revenue growth. This strategic role demands a blend of leadership, client relationship management, and business development within the WealthTech sector. Join a market leader known for innovation and excellence, where you will shape a high-performing team and contribute to the future of wealth management technology. If you are driven and ready to make a significant impact in a growing firm, this opportunity is for you!

Benefits

Competitive salary package

Performance-based incentives

Hybrid working environment

Professional development opportunities

Qualifications

• Proven experience in account management leadership within WealthTech or financial services.
• Strong track record in managing senior client relationships and driving revenue growth.

Responsibilities

• Lead a high-performing team and manage key client relationships.
• Develop strategies for retention, growth, and cross-selling opportunities.

Skills

Account Management Leadership

Wealth Management Knowledge

Client Relationship Management

Business Development

Contract Negotiation

Analytical Skills

Problem-Solving Skills

Team Leadership

Job description

This range is provided by Iopa Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Salary: Up to £120,000 + Bonus & Benefits

About the Company

A leading provider of cutting-edge technology and data solutions for the wealth and investment management industry is seeking a Head of Account Management to drive client engagement and revenue growth. The company has gone from strength to strength, expanding its global footprint and continuously innovating to meet the evolving needs of wealth managers, private banks, and financial institutions. With a strong reputation for delivering best-in-class analytics, portfolio solutions, and advisory tools, this is an exciting time to join an organisation at the forefront of the industry.

The Role

As the Head of Account Management, you will be responsible for leading a high-performing team, managing key client relationships, and driving commercial success across the WealthTech division. This is a strategic leadership role that requires a blend of client relationship management, business development, and operational oversight to ensure continued growth and client satisfaction.

Key Responsibilities

• Lead and develop a team of account managers, ensuring a client-first approach and high engagement levels
• Build and maintain strong relationships with key clients, ensuring they maximise the value of the company's solutions
• Develop and execute strategies to drive retention, growth, and cross-selling opportunities across the wealth management sector
• Work closely with internal stakeholders, including product, sales, and technology teams, to align solutions with client needs
• Oversee contract negotiations, renewals, and commercial agreements to drive revenue growth
• Monitor market trends and client feedback to contribute to product development and innovation strategies
• Provide leadership in enhancing the customer experience and optimising client service models

Skills & Experience Required

• Proven experience in an account management leadership role within WealthTech, fintech, investment technology, or financial services
• Deep understanding of wealth management, portfolio analytics, and investment data solutions
• Strong track record in managing senior client relationships and driving revenue growth
• Excellent leadership, mentoring, and people management skills
• Commercially driven, with experience in contract negotiation and strategic account planning
• Ability to work collaboratively across teams and influence key stakeholders
• Strong analytical and problem-solving skills, with a data-driven approach to decision-making

Why Join?

• Join a market leader in wealth and investment technology with a track record of continuous innovation
• Be part of a fast-growing organisation with ambitious expansion plans
• Lead and shape a high-performing team in a key strategic role
• Competitive salary package with performance-based incentives
• Hybrid working environment with a strong culture of collaboration and professional development

This is a unique opportunity for a driven WealthTech account management leader to take on a high-impact role within a growing and successful firm.

Apply now to be part of a business that is shaping the future of wealth management technology.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales, Business Development, and Customer Service

Industries

Financial Services, Technology, Information and Media, and Pension Funds