Strategic Account Manager

Build relationships that unlock value in the UK financial planning and investment services sector – and own the commercial results.

At Dynamic Planner, we’re using technology to transform the way financial advice is orchestrated in this country, dramatically reducing the time it takes to deliver a regulated financial plan, opening up access to financial advice to those that need it. Simultaneously the UK government is prioritising widening the access to financial advice for all. To support the growing demand for financial advice and the tech that underpins it, we’re now looking for a driven individual to lead the account management through success and growth within our largest client base outside of Enterprise. Our mission is to help them unlock maximum value from our tech and achieve their business goals.

This is a high-impact, commercially accountable role where you can make real difference. You’ll be the face of Dynamic Planner to key accounts in the financial planning and wealth manager sectors, acting as a trusted advisor, growth partner, and strategic operator. You'll also have the support of a dedicated CSM who you will manage, develop and mentor through your leadership.