Remote-First Adviser Success Manager – FinTech Onboarding

Timeline; Nottingham; Remoto; GBP 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

Timeline is a remote-first fintech helping advisers manage assets, planning, and retirement investments. You will onboard new firms, lead implementation calls, and train users while engaging with existing clients to maximise value.

You will monitor KPIs, collaborate with BDMs and technical teams, travel quarterly to London, and contribute to regional events. A flexible, proactive communicator comfortable with evolving fintech is essential.

Competenze

• Understanding of what financial advisers do and the financial planning process.
• Familiarity with cashflow tools, platforms and MPS.
• Flexible mindset and ability to adapt to an evolving business and to learn.
• Self-confidence to take initiative and seek support when needed.
• Clear and accessible communication, distilling complex concepts.
• Willing to travel to our London office, typically quarterly.
• Ability to attend occasional regional business development events.

Mansioni

• Deliver an exceptional onboarding experience for client firms; lead implementation calls and training demos.
• Engage with existing firms to maximise value from our services.
• Monitor KPIs for assigned firms and drive required actions with the BDMs.
• Coordinate with Adviser Success/Technical teams to meet adviser requirements.

Conoscenze

Financial planning process

Cashflow tools

MPS familiarity

Adaptability

Initiative

Communication

Travel willingness

Event participation

Descrizione del lavoro

Timeline is a remote-first fintech helping advisers manage assets, planning, and retirement investments. You will onboard new firms, lead implementation calls, and train users while engaging with existing clients to maximise value.

You will monitor KPIs, collaborate with BDMs and technical teams, travel quarterly to London, and contribute to regional events. A flexible, proactive communicator comfortable with evolving fintech is essential.