Account Manager

About us 

Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well.  

  

Our sector is being held back by old tech, dismal processes and misaligned interests. Together they create pointless complexity for financial planning and investment professionals, and provide outdated, overpriced experiences for customers. We’re on a mission to fix it.  

  

We help forward-thinking financial planners, wealth managers and investment platforms to reimagine their business and client experience – empowering them to build better, more sustainable and more valuable operations, and meet the digital demands of the future, not the baseline expectations of the past.  

  

And we do it by reimagining their technology – with a low-cost, hyper-efficient and (genuinely) API-first technology infrastructure that handles millions of requests every day, and powers the portfolios of more than 160,000 investors.  

  

A regulated custodian and ISA/SIPP provider, we combine the disruptive mindset and ambitious mission to shake things up, with the commitment and substance to not screw them up.  

  

We’ve doubled the size of our business over the last six months and expect to do that a few more times over the next few years.  

  

We’re proud to be part of Octopus, the £12.8 billion group that's on a mission to breathe new life into broken industries, through companies like Octopus Energy, Octopus Investments and Octopus Money.  

TLDR 

We’re a business with insane product-market fit, impressive early traction and an offering that has the potential to transform an outdated industry for the better.  

The role  

We’re looking for an Account manager to join our Customer team. The purpose of this role is to take on relationship management of a range of clients across our three target segments – large advice firms and consolidators, advicetechs; and established finechs.  

  

In addition you’ll facilitate the achievement of the long term growth plans for our firms, run service reviews and governance and collaborate across our customer success and growth teams to ensure a joined up experience that delivers a market leading customer experience.   

On a typical day you will … 

• Be a key part of a high performing team that deeply understands customers across all of our market segments in order to facilitate the achievement of their growth plans.
• Develop and operate strategic account plans for each customer – deeply understanding their business model and growth aspirations to ensure we deliver aligned to their expectations and our business plan requirements.
• Be the voice of our customer – combining knowledge of their business model and growth aspirations to identify product and technology gaps for future roadmap development.
• Implement our governance framework and run service reviews, providing thematic analysis and insights to achieve excellent customer experience.
• Collaborate with our customer success team to ensure a joined-up experience for our clients
• Work with our customers and our partner launch team to help them migrate books of existing businesses and establishing additional areas of growth through new product and services

You’ll be successful if you … 

• Have a deep knowledge of the advice and/or fintech market

• Have knowledge and curiosity of how technology can transform the investing experience for the better

• Are an expert in building relationships and have an ability to deal with complex queries

• Have experience with contract negotiations and commercial modelling

• Have deep knowledge of regulatory environment including governance frameworks and recent legislation e.g. consumer duty as this applies to Seccl

• Have knowledge and understanding of API’s

This role isn’t for you if: 

• You rely on a lot of top-down direction.Here, you’ll have a lot of freedom and ownership of your role, and you’ll be expected to shape your own progression.

• You’re not comfortable working in a fast-paced environment. Our speed and scalability is what set us apart; you need to be able to act quickly and think on your feet

• You struggle to follow through on your ideas. We value people who do what they say they will. If you care about something, you have the freedom here to make it happen.

• You don’t like change. You’ll get on great here if you relish the ambiguity of rapid growth and are willing to embrace uncertainty.

Our culture  

We want our customers to love working with us. It takes a committed culture, backed up by a series of non-negotiable operating principles  that define how we work… 

• Never settle
• Take ownership
• Be generous and candid

We have offices in central Bath and Edinburgh, and a satellite office in London. We’re working as a hybrid team supporting each of our people to choose how they work best. We’ve always been supportive of flexible working that focuses on delivery and impact, rather than hours worked. 

What’s in it for you… 

We offer a generous blend of benefits for the things that really matter to our people, including: 

• 27 days holiday + flexible bank holidays + day off on your birthday

• 3 days (full time) per year for Dependant leave

• 1 day off per year to volunteer for a registered charity of your choice

• Length of service awards – 1 month paid sabbatical at 8 years

• 6% employer pension contribution, and life assurance

• Private medical insurance with AXA Health

• Enhanced parental leave and flexibility to integrate your home and work life in a trusted environment

• Will writing offering via Octopus Legacy

• Up to £500 home office set up budget

• £500 per person learning budget

• Work abroad for up to 6 weeks in the year

• Health and wellbeing initiatives including free therapy via Wellness Clous, mental health support via Headspace and time off when requ

• Strong financial wellbeing focus including access to Octopus Moneycoach, Octopus share investment plan and Seccl invest (our own platform for you to manage your investments)

• Octopus Electric Vehicle scheme after 12 months of employment

• Perkbox – range of discounts and perks including free weekly coffee, gym and retail discounts

• Cycle to work scheme - saving money on a range of bikes and accessories

• Commitment to continuous learning with free access to over 10,000 on-line training courses

Our aim is to build a diverse and inclusive company of awesome people, with unique skills, passions and experiences.  We encourage everyone to join us, whatever your gender identity, race, ethnicity, sexual orientation, age or background.  

 Please note that we do not provide sponsorship for candidates residing outside the UK. However, we welcome applications from individuals who possess valid work permits that allow them to work in the UK. If you already have the right to work in the UK or hold an eligible work permit, we encourage you to apply for this position. 

If you think you have most of what we are looking for, then what are you waiting for? Go ahead and apply. We’d love to hear from you!