Premium Team Manager – Advisory

🕒 May 20

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Moneyfarm

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51 - 200 employees

💰 Series D on 2022-01

Moneyfarm makes personal investing simple and accessible.

📋 Description

• Manage small team of individual investments consultants who are focused on the ‘premium’ segment of the client base • Be data driven to understand what is occurring within the Premium client base, spotting trends and opportunities • Have responsibility for the entirety Premium client base - from client satisfaction to net inflows • Define new and innovative strategies for how to effectively engage a large section of the client base • Develop both 121 and 12-many activities for his team to execute on • Lead in the execution of the bigger and more important 12 many campaigns • Work closely with other departments, within and outside of the department, in order to get the resources and support necessary to execute on their plans

🎯 Requirements

• A strong work ethic • High levels of organisational skills • A can do attitude and the ability to work in a fast paced environment • Have a strong ‘get up and go’ work ethic, with the ability to work at a high level in a fast-paced environment • Experience managing teams • Experience driving commercial initiatives • Several years experience within Wealth Management industry or similar Investment or saving industries • Experience in client facing roles or marketing roles • Strong knowledge of the Moneyfarm proposition and the retail investment • A passion for startups and a strong interest in building a career in the Financial Services

🏖️ Benefits

• Health Insurance, Wellness plan • Fee free investments on Moneyfarm platform • Incentive scheme • Career development opportunities • Training opportunities • Regular office social events • Happy and friendly culture!