UK Wealth Sector Lead for Cash Management Partnerships

Spiko; Greater London; Hybrid; GBP 150,000 - 190,000; Full time

Benefits offered by this job

Central London office

Base + commission

Private medical care

Job summary

Spiko is seeking a Head of Wealth Sector (UK) to lead its UK wealth management presence. You will forge and scale partnerships with IFAs, wealth managers, platforms, and technology providers, owning sector AuM and defining the UK playbook.

You will report to the GM, collaborate with Product and Marketing, and guide the Embedded team on platform partnerships. You will drive revenue and AuM growth, build a sector strategy, and lead a sales team in a high-velocity environment, balancing client risk

Qualifications

• Experience: 7+ years in wealth management, financial services, fintech or related commercial environment.
• Sector knowledge: experience with IFAs, wealth managers, platforms, and providers with trusted sector credentials.
• Partnerships: track record in sales, partnerships, business development or distribution and scalable collaborations.
• Communication: strong written and spoken communication for senior advisers and compliance teams.
• Numerical skills: strong commercial and mathematical skills with liquidity and yield discussions.
• Mindset: dynamic, eager to learn and grow Spiko in the UK with a high-activity culture.
• Integrity: operate in a regulated sector with high standards of integrity in every conversation and record.
• Location: 3-4 days a week in Central London office; travel and remote work as needed.

Responsibilities

• Build and maintain relationships with IFAs, wealth managers, platforms and providers.
• Design and negotiate partnership and referral structures; own the AuM they deliver.
• Map the UK wealth landscape and run disciplined account plans for each partner.
• Collaborate with Spiko Embedded and Marketing to leverage opportunities.
• Sell Spiko to wealth firms for client cash and for their own treasury.
• Lead discovery, presentations and due diligence with partners and compliance teams.
• Forecast revenue and AuM, drive sector marketing and events, and feed product needs.

Skills

Wealth management

Partnerships

Sales experience

Relationship management

Strategic planning

Communication

Leadership

Job description

Spiko is seeking a Head of Wealth Sector (UK) to lead its UK wealth management presence. You will forge and scale partnerships with IFAs, wealth managers, platforms, and technology providers, owning sector AuM and defining the UK playbook.

You will report to the GM, collaborate with Product and Marketing, and guide the Embedded team on platform partnerships. You will drive revenue and AuM growth, build a sector strategy, and lead a sales team in a high-velocity environment, balancing client risk