Partner at $15M Series A AI fintech (YC S24) building the OS for financial advice

Overview

This is a role recruited by Jill, our AI Recruiter, on behalf of a customer. The next step is to speak to Jack.

Job Title

Partner

Salary

Not Disclosed

Company Description

$15M Series A AI fintech building the operating system for financial advisers (YC S24)

Job Description

You will own and scale the most critical enterprise relationships for the UK’s market leader in AI-powered financial planning. Managing the full sales cycle from prospecting to close, you will partner with national advice networks and wealth management firms to automate compliance and operations, helping democratize financial advice for millions.

Location

London, UK

Why this role is remarkable

• Join a YC S24 breakout backed by $15M in Series A funding from top-tier investors including Singular, Shapers, and Y Combinator.
• Drive growth for the UK market leader already used by 600+ advisory firms and 2,000+ advisers to cut administrative costs by up to 90%.
• High-impact, high-autonomy role where you shape the enterprise partnership function and earn meaningful equity in a category-defining AI platform.

What You Will Do

• Execute the full enterprise sales cycle with national advice networks, PE-backed consolidators, and large-scale wealth management firms.
• Lead strategic product demos and commercial presentations for C-suite executives and compliance leads to secure long-term partnerships.
• Travel across the UK to represent the company at industry events and build deep, face-to-face relationships with senior industry stakeholders.

The Ideal Candidate

• 4-8+ years of B2B SaaS enterprise sales experience with a proven track record of managing complex, multi-stakeholder deals.
• Deep understanding of the UK IFA or wealth management landscape, including familiarity with pricing strategy and regulated industry compliance.
• Highly autonomous self-starter who excels in early-stage environments and maintains rigorous pipeline discipline and forecasting accuracy.

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