Partnerships Director

We're on a mission to provide best-in-class financial advice to clients. We're looking for a talented leader to build a powerful ecosystem of referral partnerships to help us reach millions of customers. Our partners-accountants, solicitors, business founders, estate agents, and community leaders-trust us to deliver expert advice for their clients, and we need someone exceptional to build and scale these relationships from the ground up.

This is the first role of its kind in our business, meaning you won't just be executing-you'll be designing the playbook. You'll be comfortable operating in ambiguity, setting up the foundations, and defining the strategy, all while delivering against ambitious AUM growth targets.

About Octopus Money

At Octopus Money, we're on a mission to make money advice accessible to all - because the right advice can turn your life dreams into reality.

The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice.

There's plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money!

With Octopus, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more. Then, we make it easy to invest in a custom portfolio, managed by experts.

We believe everyone deserves personal, 1-to-1 advice with their money.

The role and opportunity
In this role, you will own the full lifecycle of referral partnerships with a focus in particular on our complex advice proposition for high-net-worth clients. You'll juggle with identifying and pitching high-value partners, to closing deals and managing long-term relationships. You'll establish the frameworks, processes, and commercial strategies that turn our partnerships into a scalable, high-impact growth channel.

This is not a traditional sales or account management role. It's a mix of strategy, business development, and commercial execution. You'll be an entrepreneur within the business, constantly finding new angles, testing innovative referral models, and driving continuous growth.

Day to day you will:

• Define and implement the strategy, playbook, and processes for acquiring and managing referral partnerships.
• Identify, pitch, and secure new referral partners across a range of industries and communities.
• Drive partnership negotiations to secure high-value agreements that align with our business goals.
• Cultivate and manage long-term relationships with partners to ensure continued success and growth.
• Continuously develop new ideas for scaling referrals and evolving our business proposition.
• Work with proposition, delivery, product, and leadership to evolve the advice proposition and create an integrated, best-in-class referral ecosystem.
• Use data and insights to measure success, optimise strategies, and ensure impactful results, including hitting AUM growth targets.

You're a natural dealmaker
You have a proven track record of identifying opportunities, pitching, negotiating, and closing high-value partnerships. Your commercial acumen allows you to craft deals that benefit both the company and the partner.

You're results-oriented
You track performance meticulously and are adept at using data to refine strategies and optimize outcomes. You're motivated by targets, taking responsibility for achieving ambitious AUM goals and driving results.

You're an entrepreneurial leader
You thrive in ambiguity and can take ownership of a new function, developing it from the ground up. You have a bias for action, a knack for experimentation, and a passion for continuous improvement.

You're a relationship builder
You build strong, lasting relationships with partners, clients, and internal teams. Your ability to engage and influence people across industries helps you maintain the momentum and long-term success of partnerships.

You're a strategic visionary
You can see the big picture, understanding how partnerships will drive long-term growth. You excel at creating and executing scalable, sustainable strategies that align with the business's overall objectives.

Knowledge required

• Significant experience in wealth management or financial advice driving growth through partnerships

Nice to have (but not necessary)

• Worked in a startup or scale up environment

In return for your contribution we offer a base salary of £75,000 - £110,000 DOE + OTE £40k + benefits