We’re on the lookout for a confident, collaborative Key Account Manager to join our Customer Experience team, supporting Wealthtime’s most valued adviser firms and strategic partners.
You’ll be part of a small, dedicated team supporting several Key Account firms, working closely with one or two colleagues to provide a seamless, high quality experience. Together, you’ll act as the firm’s trusted contacts, building strong relationships, coordinating support, and ensuring their needs are met with consistency and care.
Working closely with other teams, you’ll bring in the right experts when needed, provide training, and deliver insightful reporting to help firms grow and retain their business.
You’ll also play a key role in service meetings, ensuring our partners receive a consistent, award winning experience.
Comments from the hiring manager:
"This role is all about building great relationships and being the person our adviser firms know they can rely on. We’re after someone who’s confident, switched on, and enjoys working with others to get things done.
You’ll be part of a supportive team but also trusted to take ownership and make decisions. If you like variety, solving problems, and helping your Key Account firms succeed, you’ll feel right at home here"
We’re looking for someone who is customer obsessed, proactive, and thrives in a fast paced, collaborative environment. You’ll have an understanding of platform operations, regulatory frameworks, and adviser processes, and be passionate about delivering great outcomes.
If you’re driven, pragmatic, and enjoy building trusted relationships, this is a fantastic opportunity to make a real impact in a growing business.
In return, you’ll enjoy a comprehensive benefits package, the chance to work in a forward thinking, values led business, and the support of a management team that’s genuinely invested in your growth. We offer opportunities to gain industry recognised qualifications, build deep expertise, and broaden your experience across the platform and financial services landscape.
If you're looking to grow your career while making a meaningful impact, this is the place to do it.
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