Moneyfarm
Investment Consultant Manager - Premium team
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Investment Consultant Manager - Premium team
About Us We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with £5.5 billion invested on our platform. Founded in Milan in 2011, we empower individuals to improve their financial well-being through simple, technology-driven investing. Headquartered in London, we are recognised as one of Europe’s most innovative fintechs, supported by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.
Our vision is to combine passion, expertise, and technology to deliver best-in-class investment solutions that protect and grow client wealth over time.
Our Core Values
Guided by three principles:
- Relationships are our first asset: We prioritize honesty, trust, and transparency, fostering a united team culture.
- Trust drives success: We empower employees to grow and thrive, enabling them to drive meaningful impact to the business.
- Our customers dream big, just like us: We align our ambitions with our clients’ goals, focusing relentlessly on outcomes for both.
In practice, this means:
- Moving with purpose, urgency, and ambition to deliver impactful results.
- Encouraging ownership, innovation, and challenging the status quo.
- Leveraging AI to support strategic thinking and smarter decision-making.
- Celebrating diversity and inclusion to fuel creativity and drive competitive advantage.
- Offering flexible working to support individuals in achieving their best work.
About This Role
We seek an experienced Premium Client Portal Manager to oversee a team of Wealth Managers and Investment Consultants responsible for the highest-tier client segment.
This hybrid product marketing and investment advisory role involves:
- Defining and executing 1:1 and 1:many engagement strategies to maximise satisfaction and inflows.
- Collaborating with a small team of consultants who handle individual client interactions.
- Ensuring the premium client base feels valued, engaged, and motivated for long-term growth.
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Key Objectives
✔ **Manage a team of Investment Consultants dedicated to premium clients. ✔ Leverage data to identify trends, optimise client experiences, and leverage opportunities. ✔ Lead premium client lifecycle—from satisfaction monitoring to driving net inflows. ✔ Innovate client engagement—developing tailored campaigns, workshops, and personalised touchpoints. ✔ Execute high-impact 1:many campaigns (e.g., cohort-based communication, webinars, sector reports). ✔ Partner across teams (marketing, product, compliance, research) to secure resources for campaigns. ✔ Set clear commercial targets while balancing client needs with business growth.
Responsibilities
Team Leadership & Commercial Execution
- Build, mentor, and develop a diverse team of premium investment consultants.
- Align team goals with business objectives, ensuring consistent messaging and outcomes.
- Develop bespoke strategies for premium clients, including tailored financial planning, education, and advisory sessions.
Strategic Engagement & Campaigns
- Design 1:1 engagement (e.g., personalised guidance, dedicated meetings).
- Lead 1:many initiatives, including:
- Cohort-based webinar series.
- Quarterly/annual financial review frameworks.
- Bespoke asset class spotlights and trend reports.
- Drive client retention and acquisition via innovative formats (e.g., “Premium Insights” guide, exclusive virtual events).
Data & Performance Insights
- Monitor key client success metrics (NPS, retention rates, AUM growth, engagement intensity).
- Collate and present insights to leadership, recommending course corrections or scaling impactful efforts.
Stakeholder Collaboration
- Partner with Product, Marketing, and Compliance to deliver internationally cohesive campaigns.
- Act as a go-to resource for the executive team on premium client dynamics.
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Requirements
Essential
✅ Talented people leader with proven experience managing teams in financial services (wealth management, investment, or consumer finance preferred). ✅ Commercial discipline—able to plan, cost-justify, and drive measurable outcomes from campaigns. ✅ Fluent in client engagement: experience building trust, guiding complex financial decisions, and delivering high-touch or scalable advisory. ✅ Market and regulatory acumen—deep understanding of UK/EU investment products (SIPPs, ISAs, UCITS). ✅ Medium-term vision: ability to connect strategy to long-term goals while adapting to fast-paced trends. ✅ Start-up/agile mindset: thrives in ambiguous environments, valuing customer-first thinking and creativity. ✅ Relationship first: champions collaboration, clarity, and consistency in messaging.
Preferred
✔ Experience working with AI-driven financial tools or fintech platforms. ✔ Proven experience in product-led marketing (e.g., positioning financial education or innovating client convenience). ✔ SaaS or SaaSTech background, including revenue growth roles targeting midplane segments.
Perks
As a valued member of the Moneyfarm community, you’ll receive:
- Personalised free investments fee-free on the Moneyfarm platform.
- Health insurance + comprehensive wellness membership.
- Performance incentive scheme.
- Access to multiple training and leadership programmes.
- Fully inclusive culture: flexible work, social events, and a supportive network to succeed.
- A team that cares – recognition goes beyond the formal, with a culture that respects individual brilliance.
Ready to get stuck in and make a real impact? We’d love to hear from you.
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