Job Description
Dynamic Planner is a key part of a broad, complicated, and highly detailed ecosystem of platforms, providers, technology partners, and data sources. We are proud of our market leading integrations estate, and our OpenAPI capabilities, and continue to build on these with our
* Provider, Ecosystem & Platform relationships, including our valuations, integration partners, third party technical partners
* Open API for customers, ecosystem partners and Advice firms
* Commercialisation strategy that blends data access, usage-based pricing, and strategic new partnerships to ensure we’re complementing the market and competing in market.
This role owns the end-to-end productisation and monetisation of our Integrations and third party integration partnerships. You’ll work closely with product, software, data and AI engineers, commercial leadership, and compliance leaders to translate our ambitions into clear, actionable and market leading integrations.
Job Requirements
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Skills & Experience
* Technical Proficiency: Hands-on experience with APIs. Familiarity with Python, SQL, or Power BI for data analysis
* Project Governance: Mastery of Agile or Scrum frameworks to manage complex rollout plans and milestones.
* Regulatory Knowledge: Awareness of UK-specific frameworks for financial advice, including FCA and PRA rules, and GDPR.
* Stakeholder Management: The ability to "translate" complex technical concepts for non-technical audiences, such as legal, sales, or executive teams.
* Professional Background: 3–8 years in technical integration management, implementation, or professional services, preferably within FinTech or B2B SaaS.
* System Experience: Direct experience with major financial systems like Microsoft Dynamics 365, Salesforce.
* Industry Context: Previous work in regulated environments, handling data migrations and post-acquisition integrations
* Education & Certification: A degree in Computer Science, Finance, or Business. Professional certifications like PMP, Prince2 are desirable
* Thrive across every stage of relationship management, from initial engagement to complex commercial negotiation.
* Commercial insight with rigorous product delivery discipline to drive strong outcomes
Job Responsibilities
* Integration Partner Management
* Proactive partner relationship management across existing integrations
* Reactive management of partner changes, upgrade and enhancements
* Cultivating new partnerships through keen market monitoring and proactive outreach
* Product Strategy & Commercialisation
* Work with the Product team to prioritise a tactical short-term roadmap, and a 12–24 month roadmap for our integrations partnerships
* Propose and lead on business and partnership models (license, tiered API, embedded UX, or per-event pricing)
* Leading cross-functional teams, indirectly and directly to deliver on company goals. This may include line management as required.
* Work alongside product owners & solutions architects to ensure we are meeting market and customer requirements as well as our business and technical goals
* Go-to-Market & Adoption
* Package value propositions for commercial and technical buyers
* Co-lead launch plans with Marketing and Sales
* Educate, train, and support our GTM colleagues in day-to-day support queries, sales requests, or troubleshooting
Job Benefits
Health & Wellbeing• Simply Health Cash Plan – claim back dental, optical, physio and more; children covered.
• AXA Healthcare (Senior Management) – private healthcare with optional child cover.
• Employee Assistance Programme – 24/7 confidential counselling and support.
• Discounted Health Assessments – reduced Nuffield rates; claim back up to £200.
• Digital GP Access – phone and online GP appointments.
• Wellbeing Hub – tools, resources and wellbeing support.
• Flexible Working – hybrid and flexible arrangements to support work–life balance.
• Annual Health Checks – digital GP, nutrition and mental health consultations.
Financial & Retirement• Quarterly Shared Success Scheme – discretionary bonus based on company performance.
• Company Pension (ARC) – 4% employee + 4% company contribution via salary sacrifice.
• Life Assurance – 4x gross salary from day one.
• Study Support – funding for relevant professional development.
• Professional Memberships – annual fees covered.
• Financial Advice – access to Mac Financial for planning and pensions advice.
• Electric Vehicle Scheme – tax‑efficient EV leasing via salary sacrifice.
Discounts & Perks• Benefit Hub – discounts across retail, travel and more.
• Cycle to Work – tax‑efficient bike purchase.
• Give As You Earn – payroll‑based charitable giving.
• Discounted Gym Membership – reduced rates through healthcare scheme.
Time Off• 25–30 Days Holiday – rising annually with service (max 30 days).
• Holiday Buy/Sell – flex up to 5 days per year.
• Birthday Day Off – one paid day each year.
• Duvet Day – one short‑notice rest day per year.
• Enhanced Family Leave – enhanced maternity, adoption and paternity.
• Volunteering Leave – up to 3 paid days per year.
• Compassionate Leave – paid emergency leave.
Recognition & Culture• Biannual Rewards – £200 vouchers recognising outstanding values‑based contributions.
• Regular Socials – inclusive events throughout the year.
• Annual Company Events – summer and winter offsites.
• Quarterly Treats – company‑wide rewards.
• Loyalty Awards – recognition at 10 and 15 years.
• Refer a Friend – £1,000 reward for successful hires.