Product & Technology

• Represent the needs of the UK market in product roadmap discussions, ensuring that market feedback reflects the needs of boutique wealth managers and the competitive dynamics of the Portfolio Management Systems market
• Contribute to a credible AI roadmap. AI must be embedded as a genuine operational and product advantage, not a roadmap line item
• Champion AI-first product thinking, identifying where automation, predictive insights, and intelligent workflows create durable differentiation for UK clients
• Partner closely with the CEO and CPTO so that the roadmap, packaging, and pricing tiers align tightly with UK commercial needs
• Gather structured feedback from UK prospects, clients, and partners and translate it into clear commercial and product recommendations

Team & Operations

• Define and implement the UK commercial development strategy jointly with the CEO
• Oversee the UK financial performance, budgeting, and resource allocation to ensure sustainable profitability. Prepare and manage the UK commercial budget and resource plan, subject to approval by the CEO and Chief Revenue Officer, to ensure sustainable growth
• Manage risk across operations, contracts, and market dynamics; respond decisively to changes in the competitive or regulatory landscape
• Build and lead a high-performing UK sales team, elevating talent density and making hard calls on underperformance with speed and directness, while protecting the trust-based culture that makes WIZE what it is
• Establish decision rights, execution cadences, and accountability frameworks that enable the business to sustain higher growth
• Communicate clearly and proactively with the CEO on business performance, strategic priorities, pipeline development, and market conditions
• Coordinate closely with WIZE's Geneva-based product, technology, implementation, client service, compliance, and operational teams

What We Are Looking For

The Managing Director we are looking for is a commercially-led WealthTech operator with deep roots in the UK wealth management software market who leads with an AI-first mindset and is energized by the opportunity to create real, lasting business value.

• Experience and Skills:
  • Personally owned a revenue number, built a commercial motion where none existed, and opened a new geography from scratch
  • Held senior commercial responsibility at a software company serving wealth managers, private banks, or asset managers, with a track record of treating product as a primary strategic lever, closing complex, relationship-driven deals at a senior level, and leading your organisation through at least one meaningful inflexion point
  • Proactively reposition ahead of market pressure, make difficult commercial and talent decisions for the long-term health of the business, and understand how to grow recurring revenue and protect the retention that sustains durability
  • Is a value-creating enterprise SaaS leader who sees AI not as a feature but as a structural advantage embedded in how they sell, operate, and create enduring competitive distance for the businesses they lead

Qualifications for Success

• Experience:
  • Owned the P&L or revenue number of a B2B SaaS, FinTech, or vertical software business, with direct accountability for revenue growth, retention, and margin expansion
  • 7–10+ years of senior commercial leadership at a software or technology company, including direct responsibility for selling to, managing, or delivering to wealth managers, private banks, or asset managers
  • Direct experience in wealth management software or Portfolio Management Systems, or adjacent FinTech / WealthTech. Experience at a direct competitor carries immediate credibility with prospects and partners

• Knowledge and Skills:

  • Deep knowledge of the UK wealth management ecosystem (private banks, discretionary fund managers, IFAs, and External Asset Managers) and existing relationships with key buyers and influencers. Ideally, UK-based or strongly tied to the UK
  • Has built a go-to-market motion in a new geography: hiring local talent, establishing partnerships, and opening a market
  • Has led an organisation through a meaningful inflexion point, such as a competitive situation, building a business from scratch, pricing repositioning, or commercial professionalisation
  • Demonstrated AI conviction: shipped product capability, embedded operational tooling, or led sustained AI experimentation with clear conviction about where it creates durable value
  • Comfortable building and leading a local commercial operation within a company of roughly 30 to 80 people in an investor-backed setting
  • Able to operate entrepreneurially while working within a jointly agreed strategy and governance framework

• Language and Location:

  • Fluent English is essential. French is a significant advantage given the Geneva headquarters and Swiss relationships
  • Based in the UK, ideally within reach of London, and able to commit to regular on-site presence in Geneva

Application Process

Please complete your application and submit your CV in English.

Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan

Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

Please Note

Banyan Software does not accept unsolicited resumes or applications submitted via email, LinkedIn, or other direct channels. All candidates must apply through our official Careers site to be considered for employment. Applications submitted outside of our applicant tracking system will not be reviewed.

Recruitment Notice

Banyan Software may use artificial intelligence (AI) tools to assist in screening and/or assessing applicants during the recruitment process. All hiring decisions are made by our team. Personal information submitted through your application will be collected and used for recruitment purposes in accordance with applicable privacy laws. Contact us at any time with questions about our process or to request accommodation.

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