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At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. Role Overview Broadridge is strategically expanding its capabilities within public and private credit markets, a cornerstone of global capital markets experiencing rapid technological and structural change. We are seeking an accomplished and experienced Product Manager - Private Credit to lead the vision, development, and market adoption of our differentiated Private Credit and CLO platform. This product leadership role requires a combination of domain expertise in private credit, structured credit, strategic vision, and proven execution capabilities in enterprise software development. The successful candidate will be instrumental in delivering scalable, front to middle office solutions that spans deal research, portfolio construction, IRR analysis, portfolio management, and operational efficiency, enabling our institutional clients to optimize and scale their private credit businesses. This is an opportunity to guide a critical growth area for Broadridge. We seek a product leader prepared to drive technological transformation in the institutional private credit landscape. Key Responsibilities The Product Manager will act as a leader for the Private Credit vertical, driving execution and market readiness across the entire product lifecycle. Define and champion the long term vision, strategy, and comprehensive roadmap for the Private Credit platform, ensuring alignment with Broadridge's strategic business objectives and the evolving needs of sophisticated institutional investors (GPs and LPs). Serve as a key subject matter expert for the private credit industry. Proactively assess emerging opportunities in market structure, regulatory change, and technological innovation (e.g., AI/ML, agentic workflows) to ensure the product roadmap maintains a competitive edge and anticipates client needs. Conduct market discovery and research, including client workshops and industry analysis, to gather, prioritize, and articulate complex, high-value requirements. Effectively manage and influence internal stakeholders (Executive Leadership, Sales, Engineering) and external partners. Translate complex private credit investment and operational workflows into simplified, scalable, and automated processes. Drive the adoption of AI and Machine Learning to create highly efficient, agentic workflows that redefine industry best practices. Collaborate effectively with engineering and user experience designers to oversee the successful and timely execution of product initiatives from concept through successful market launch. Define and execute the comprehensive go to market plan, working closely with Marketing, Sales Enablement, and Client Support to ensure commercial success, high client adoption, and market positioning as the leader in private credit technology. Define, monitor, and report on key performance indicators (KPIs) for product success and adoption. Manage the product backlog with a disciplined approach, balancing short term tactical goals with long term strategic value. Mentor, coach, and guide Product Owners and cross functional team members, fostering a culture of product excellence and developing future product leaders within the organization. Desired Qualifications A Bachelor degree is required; a Master's degree (e.g., MBA) or relevant professional certification (e.g., CFA) is highly desirable. Minimum of 10+ years of experience in private markets finance or financial technology. Demonstrable expertise in private credit investment and operational workflows, ideally gained through working with a leading financial technology vendor serving institutional clients or direct, front office experience within a Private Credit Manager (GP) or institutional investor (LP). Demonstrated success in a senior product management role, delivering high-quality, client-facing features within a B2B Enterprise SaaS or financial technology environment. Strong technical fluency, including the ability to collaborate effectively with engineering teams on product architecture, APIs, and complex system integrations. Exceptional written and verbal communication skills, with a proven ability to articulate complex financial and technical concepts to diverse audiences (internal and external). A self motivated and results oriented professional comfortable managing ambiguity and driving product momentum in a rapidly changing, high growth market environment. Hybrid Flexible at Broadridge We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid. We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. Use of AI in Hiring As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

About Airwallex Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 150,000 businesses worldwide - including Brex, Rippling, Navan, Qantas, SHEIN and many more - with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale. Proudly founded in Melbourne, we have a team of over 1,800 of the brightest and most innovative people in tech across 26 offices around the globe. Valued at US$6.2 billion and backed by world leading investors including Visa, Airtree, Blackbird, Sequoia, DST Global, Greenoaks, Salesforce Ventures, Lone Pine, and Square Peg, Airwallex is leading the charge in building the global payments and financial platform of the future. If you're ready to do the most ambitious work of your career, join us. Attributes We Value We hire successful builders with founder like energy who want real impact, accelerated learning, and true ownership. You bring strong role related expertise and sharp thinking, and you're motivated by our mission and operating principles. You move fast with good judgment, dig deep with curiosity, and make decisions from first principles, balancing speed and rigor. You're humble and collaborative; turn zero to one ideas into real products, and you "get stuff done" end to end. You use AI to work smarter and solve problems faster. Here, you'll tackle complex, high visibility problems with exceptional teammates and grow your career as we build the future of global banking. If that sounds like you, let's build what's next. About the Team At Airwallex, our mission is to empower businesses of all sizes to operate anywhere, anytime. Our Communications team is at the heart of telling the Airwallex story-driving awareness, building reputation, and supporting commercial growth across the EMEA region. We work cross functionally and globally, ensuring our messaging is unified, impactful, and tailored to each market we serve. What You'll Do Responsibilities: Work with the Director of Communications for EMEA to lead and implement multi channel communications for Airwallex's EMEA business, encompassing key company announcements, product launches, and major corporate milestones. Manage day to day newsroom activities: respond to inbound media inquiries, monitor industry news and trends, and proactively identify opportunities to insert Airwallex into the narrative. Strategically identify and pursue opportunities to increase the external presence of our executives, positioning them as thought leaders in key industry forums, including traditional and emerging media platforms, podcasts, speaking opportunities, and owned/social content. Prepare executives thoroughly for public engagements, ensuring consistent and impactful messaging. Oversee the development of compelling content, ensuring a unified corporate messaging strategy across all key company initiatives. Partner with commercial, product, marketing, and legal teams to craft communications and content strategies across channels, including media, podcasts, speaking opportunities, and owned/social content. Supervise agency relationships, provide guidance, and optimize output. Support internal communications programs such as Regional All Hands to build a positive workplace environment while aligning with external messaging and strategy. (Bonus) Bring experience working in Holland, France, Germany, or the Middle East, and/or fluency in additional European languages. Who You Are Minimum qualifications: 8+ years of communications experience, ideally in fintech, financial services, or a fast paced technology environment. Proven track record of building and executing effective communications campaigns to promote product launches and customer wins. Exceptional written and verbal communication skills. Technical aptitude; you're technologically savvy and can quickly get up to speed on modern tech stacks. Ability to manage complex projects, multiple stakeholders, and competing priorities across time zones. Direct experience and working relationships with journalists, producers, and editors. Comfort with ambiguity and the ability to problem solve, test and learn. The resilience to try and try again. Comfortable in a fast paced environment and able to reprioritize and quickly change gears. Preferred qualifications: Experience working in or with Holland, France, Germany, or the Middle East. Fluency in additional European languages. Experience managing agency relationships across multiple markets. Familiarity with analytics and measurement tools to assess communication effectiveness. Experience in crisis communications and reputation management. This description reflects both Airwallex's specific needs and best practices from leading fintechs, emphasizing multi market communications, executive profiling, agency management, and adaptability in a high growth, international environment. Applicant Safety Policy: Fraud and Third Party Recruiters To protect you from recruitment scams, please be aware that Airwallex will not ask for bank details, sensitive ID numbers (i.e. passport), or any form of payment during the application or interview process. All official communication will come from email address. Please apply only through or our official LinkedIn page. Airwallex does not accept unsolicited resumes from search firms/recruiters. Airwallex will not pay any fees to search firms/recruiters if a candidate is submitted by a search firm/recruiter unless an agreement has been entered into with respect to specific open position(s). Search firms/recruiters submitting resumes to Airwallex on an unsolicited basis shall be deemed to accept this condition, regardless of any other provision to the contrary. Equal opportunity Airwallex is proud to be an equal opportunity employer. We value diversity and anyone seeking employment at Airwallex is considered based on merit, qualifications, competence and talent. We don't regard color, religion, race, national origin, sexual orientation, ancestry, citizenship, sex, marital or family status, disability, gender, or any other legally protected status when making our hiring decisions. If you have a disability or special need that requires accommodation, please let us know.

Share pages with your social network (twitter) guest\_id, k, \_twitter\_sess, original\_referer (facebook) datr, lu (g+1) PREF, SID, HSID, SSID TribePad - this allows you to login to our social recruitment management platform trackerToken-4 - this is similar to Google Analytics but specifically allows us to determine which of our marketing activities from which you found our website. visitToken-4 - this is similar to Google Analytics but specifically allows us to determine which of our marketing activities from which you found our website. youWantTheCookie remember your preferences (such as language); monitor the general performance of our visitors' experience when on our website - this information then allows us to improve the usability of our website for you and all our other visitors; store essential information to allow you to register and/or login to our site; allow you to share any of our website's pages with your social networks - but only if you explicitly choose to. Google Analytics Description Google Analytics is a web analytics service provided by Google, Inc. ("Google"), to help us see how our website is used. The data collected by Google Analytics is used to analyse how frequently the same people revisit the website, how the website is found (for example, from a search engine or from a job board), and which pages are most (and least) frequently viewed. This information is combined with data from every visitor to create an overall picture of website use, and is never identified individually or personally and is not linked to any other information we store about you. Google features for generating maps and CAPTCHA images Sales Executive page is loaded Sales Executivelocations: Knaresboroughtime type: Full timeposted on: Posted Todayjob requisition id: R07507 Your role Sales - Inside Sales - P1 - GBR What you'll be doing What We Need Corpay is currently looking to hire a Sales Executive within our Allstar Business Solutions division. This position falls under our Fuel & Fleet Payments line of business and is located in our Knaresborough office in North Yorkshire.In this role, you will be working within a high performing team, as a Sales Executive, on a permanent, full-time basis. You will be key in growing Allstar's commercial presence by bringing in new business partners and by successfully prospecting, selling and on-boarding new clients. How We Work As a Sales Executive, you will be based from our Knaresborough office in North Yorkshire.Our business operating hours are Monday - Friday, 8:30am - 5.00pm.Corpay will set you up for success by providing: Assigned workspace in office Company-issued equipment Formal, hands-on training Role Responsibilities The responsibilities of the role will include: Outbound calling to potential customers to introduce our suite of products including Fuel Card Services, Electric Vehicle Charging Solutions, Corporate Parking and Corporate Payments. Identifying customer needs and providing appropriate product recommendations. Delivering persuasive sales pitches and, where appropriate, product demonstrations to potential customers, highlighting relevant benefits and features. Closing sales deals and achieve monthly sales targets. Maintaining accurate and up-to-date records of all sales activities and customer interactions in the CRM system. Providing exceptional customer service by addressing customer inquiries and resolving any issues or concerns. Collaborating with the sales team to develop strategies for achieving sales goals and improving overall sales performance. Staying updated on industry trends, product knowledge, and competitors' offerings to effectively position our products/services in the market. Qualifications & Skills Previous telesales or customer-facing sales experience in a fast-paced environment Excellent communication and interpersonal skills. Strong persuasive and negotiation abilities. Ability to build rapport and establish long-term relationships with customers. Self-motivated and target-driven with a proven track record of meeting or exceeding sales targets. Proficient in using CRM software and other sales tools. Ability to work independently and as part of a team. Strong organisational and time management skills. High level of resilience and ability to handle rejection. Flexibility to work in a fast-paced and dynamic environment. Benefits & Perks Uncapped OTE 4 X Life insurance Pension scheme 5% employer contribution Private Healthcare 25 days Holiday plus stats (plus Holiday Buy/Sell) Access to benefits portal Access to LinkedIn learning About Corpay Corpay is a global technology organisation that is leading the future of commercial payments with a culture of innovation that drives us to constantly create new and better ways to pay. Our specialized payment solutions help businesses control, simplify, and secure payment for fuel, general payables, toll and lodging expenses. Millions of people in over 80 countries around the world use our solutions for their payments.All offers of employment made by Corpay (and its subsidiary companies) are subject to the successful completion of satisfactory pre-employment vetting by an independent supplier (Experian). This is in accordance with Corpay's Resourcing Policy and include employment referencing, identity, adverse financial, criminal and sanctions list checks. We do this to meet our legal and regulatory requirements.Corpay is dedicated to encouraging a supportive and inclusive culture among our employees. It is within our best interest to promote diversity and eliminate discrimination in the workplace. We seek to ensure that all employees and job applicants are given equal opportunities. Notice to Agency and Search Firm Representatives: Corpay will not accept unsolicited CV's from agencies and/or search firms for this job posting. Resumes submitted to any Corpay employee by a third party agency and/or search firm without a valid written & signed search agreement, will become the sole property of Corpay. No fee will be paid if a candidate is hired for this position as a result of an unsolicited agency or search firm referral. Thank you.

About us At Xelix, we work with some of the world's largest companies to automate and strengthen their financial controls. Our AI solutions redefine how Accounts Payable teams operate - moving from manual processes to automated, intelligent workflows. Xelix is a fast-paced scale up - things move fast and expectations are high. We raised our Series B with Insight Partners in June 2025 and are expanding aggressively, whilst remaining profitable. We have over 100 talented people pulling together to achieve our goals. Everyone is trusted to take ownership, move fast and have a meaningful impact. We prioritise personal and professional growth, keep things fun & we love to celebrate a milestone together. In this role you'll grow, be challenged and help shape the future of Xelix. If you're excited about building something special with us, we'd love to hear from you. About the role We are looking for an experienced and hands on Mid Level Customer Success Manager/Account Manager to join our fast growing scale up. What you'll be doing Act as a consultant to some of our highest tier customers; building CSPs, monitoring value realisation and preparing & presenting success metrics to C Suite. Develop a deep understanding of a customer's business priorities, objectives, challenges, architecture, and roadmap. Consistently monitoring customer health & engagement. Proactively identifying churn risk and engaging internal stakeholders. Build relationships with multiple contacts within each customer, including executive sponsors, economic buyers & decision makers, and influence leaders to drive change across the organization. Proactively triage technical and non technical queries and identify solutions with efficiency. Administer renewals and reduce churn while promoting the upsell of new Xelix products and expanding contract values. Act as the voice of the customer internally and work closely with the Product team to help them prioritise the roadmap. Communicate product deliverables and timelines to customers. Work collaboratively with the commercial and technical teams to find the best product solutions. Work with the other CSMs, founders and commercial teams on strategic topics e.g., market trends & competitor analysis. What you'll bring You have relevant experience in Customer Success and/or Sales and/or Project Management in a fast paced tech company. You have ample experience in managing complex enterprise customers. You have a proven track record of identifying at risk customers and driving complex resolution plans. You ideally have proven success in managing cross sells, upsells and renewals. You are a speedy learner with the ability to grasp new technologies, product features & processes quickly and use that knowledge to educate your customers. You are a good time manager & well practised at prioritisation, maximising both your own time and that for others. You have strong attention to detail, with experience managing multiple complex work streams at once. You are confident, high energy and personable with proven success of building relationships. You have robust analytical and problem solving skills. You're a "do er", excited to make a difference and are passionate about delivering exceptional customer experiences. What we offer in return Competitive salary of £40,000 - £50,000 depending on experience+ £8,000 commission ️ 27 days of annual leave (including 3 days Christmas closing) which increases up to 3 days based on tenure, with the option to roll over, buy or sell up to 3 days Hybrid working with two days a week from our dog friendly Hoxton office On site gym and cycle to work scheme ️ Employee discount at over 100 retailers Comprehensive private medical & dental cover with Vitality Enhanced parental leave pay Learning & development culture - £1,000 personal annual budget We're carbon neutral and are working towards ambitious carbon reduction goals Lots of team socials & activities ️ Annual team retreat Want to learn more? About us Xelix blog Xelix news Xelix glassdoor We believe that people from diverse backgrounds, with different identities and experiences make our company and product better. No matter your background, we'd love to hear from you! And if you have a disability, please let us know if there's any way we can make the interview process better for you - we're happy to accommodate! If you're a recruiting agency - we have an existing list of agencies we work with and we are not currently planning on expanding the list. Neither the Talent team nor hiring managers or the Support team will respond to cold outreach. This is a full time position, with standard working hours from 9:00 AM to 6:00 PM, Monday through Friday. Interview Process Introductory Call - A short Teams conversation with a Talent Partner to discuss your background and the opportunity. Hiring Manager Interview - A 30-45 minute Teams meeting to explore your experience and fit for the team. Technical Task or Presentation - A role relevant exercise to demonstrate your skills and approach. Final On site Interview - An in person meeting with our senior leadership team and co founders at our office. We strive to make the process clear, efficient, and respectful of your time.

What we're all about. Do you ever have the urge to do things better than the last time? We do. And it's this urge that drives us every day. Our environment of discovery and innovation means we're able to create deep and valuable relationships with our clients to create real change for them and their industries. It's what got us here - and it's what will make our future. At Quantexa, you'll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20 languages across our 50+nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We'd love you to join us. The opportunity. Join us in an exhilarating opportunity working with a determined and dynamic team of Solution Engineers, focused on the UK region and supporting the wider European initiative. As a pivotal member of our regional force, you'll help drive Solution Engineering initiatives across our Banking sector. Your influence will resonate in every facet of our commercial strategy, collaborating closely with regional peers in alliances, sales, marketing, and product management. We seek an individual with profound technical and business acumen, adept at demystifying complex concepts with clarity and precision. You'll dazzle with presentations, deliver captivating product demos, and dive deep into client opportunities, leaving a lasting impression at industry events and webinars. Become the authoritative voice for our solutions and technology in the region, forging trust with client stakeholders from mid-management through to executives, through relatable dialogue. As a Solution Engineer at Quantexa, you'll often be the first technical point of contact for new prospects, playing a key role in shaping their journey with us from day one. Your role is to ensure we: Identify and position the right Quantexa solution at the right time Qualify sales opportunities with a strong focus on delivering real value Set prospects up for long-term success from the very first interaction You'll be at the heart of how we connect technical capability with commercial impact. Are you ready to shape the future of Solution Engineering with us? Join our ranks and be part of this extraordinary journey! What you'll be doing. Mastering Solution Engineering for sales opportunities. Collaborating seamlessly with Quantexa's commercial teams, product experts, and SMEs. Embodying our core value of being a team player. Cultivating trust as the go-to advisor for clients with clients, big and small, crafting compelling Value Engineering strategies. Probing and grasping prospect pain points, showcasing Quantexa's transformative solutions. Flawlessly leading product demos and presentations, qualifying opportunities, and managing compliance statements. Crafting tailored Proof of Concepts for maximum impact that capture the customers business problems. Elevating Quantexa's profile through industry events such as SIBOS, ACAMS and thought leadership. What you'll bring. Your history will speak for itself, and you will thrive on personal growth and technical excellence in Solution Engineering, boasting an outstanding track record as an individual contributor or player/coach, making you unstoppable. Hands-on expertise in commercially focused technical sales roles, be it Solution Engineering, Technical/Solution Architecture, Pre-Sales, Solution Consulting, or Product Management. The ability to demonstrate technological mastery in data-powered, analytical solutions like Entity Resolution, Network Generation, or Advanced Analytics. Leverage a proven history with top-tier executives at enterprise software vendors. Command robust knowledge in technology and architecture, particularly within the realm of enterprise software. You're all about the customer, and you'll engage and captivate audiences of all sizes with an innate ability to simplify intricate concepts. Boast domain expertise across various realms of financial services (Risk, Anti-Financial Crime, Anti-fraud, AML, KYC, CRM) Our perks and quirks. What makes you Q will help you to realize your full potential, flourish and enjoy what you do, while being recognized and rewarded with our broad range of benefits. We know that just having an excellent glass door rating isn't enough, so we've put together a competitive package as a way of saying thank you for all your hard work and dedication. We offer: Competitive salary Company bonus Flexible working hours in a hybrid workplace & free access to global WeWork locations & events Pension Scheme with a company contribution of 6% (if you contribute 3%) 25 days annual leave (with the option to buy up to 5 days) + birthday off! Work from Anywhere Scheme: Spend up to 2 months working outside of your country of employment over a rolling 12-month period Family: Enhanced Maternity, Paternity, Adoption, or Shared Parental Leave Health & Wellbeing: Private Healthcare, EAP, Well-being Days, Calm App, Gym Discounts Team's Social Budget & Company-wide Summer & Winter Parties Tech & Cycle-to-Work Schemes Volunteer Day off Dog-friendly Offices Our mission. We have one mission. To help businesses grow. To make data easier. And to make the world a better place. We're not a start-up. Not anymore. But we've not been around that long either. What we are is a collection of bright, passionate minds harnessing complexities and helping our clients and their communities. One culture, made of many. Heading in one direction - the future. It's all about you. It's important to us that you feel welcome, valued and respected. After all, it's your individuality and passion for what you do that will make you Q. We see that - which is why we're proud to be an Equal Opportunity Employer. We've created and will continue to improve our inclusive and diverse work environment. Regardless of your race, beliefs, color, national origin, gender, sexual orientation, age, marital status, neurodiversity or ableness - whoever you are - if you are a passionate, curious and caring human being who wants to push the boundaries of what's possible, then we want to hear from you. start. don't stop - Apply

We're seeking a driven, intelligent, and proactive Account Executive to join our UK Sales team, focusing on sales of our Investment Suite. This high-impact role suits someone who thrives in consultative sales and is keen to influence how real estate investment managers, owners, and developers operate. You'll be responsible for developing a deep expertise in investment management, fund and loan structuring, and financial operations-while mastering Yardi's fast-evolving AI roadmap and communicating measurable client value. The successful candidate will go beyond transactional sales, acting as a trusted advisor to senior investment stakeholders and leading clients through full sales cycles, from prospecting to technology adoption. What You'll Be Doing Own the full sales cycle for Yardi Investment Suite, including Investment Manager, Investment Accounting, Debt Manager, Acquisition Manager, amongst other relevant products for investment management firms. Build and strengthen relationships with senior decision-makers in your territory, focusing on investment managers, private equity and asset managers. Understand client requirements by engaging in strategic conversations, positioning Yardi's suite to deliver efficiency, transparency and ROI for investment operations. Lead executive-level meetings and product demonstrations, matching solutions to client needs with confidence and clarity. Collaborate with pre-sales, onboarding, and customer success teams to ensure seamless client experiences throughout the lifecycle. Maintain accurate records of activity, pipeline, and forecasts using CRM platforms. Stay up-to-date on Yardi's rapidly expanding product suite, particularly new AI and data analytics capabilities; complete required certifications. Represent Yardi at industry events and client meetings, virtually and in person. What You Bring 5+ years of success in B2B SaaS sales, demonstrated by consultative, solution-selling experience. Proven record in new business acquisition and direct engagement with decision-makers at the senior investment management level. Deep understanding of the sales cycle-prospecting, qualification, proposal development, demonstrations, and contract negotiation. Experience leading high-level product demonstrations, ideally focused on investment management technology. Proficient in CRM systems with a track record of pipeline management and client engagement accuracy. Excellent communication, presentation, and negotiation skills; highly proactive and goal-oriented with a strong sense of ownership and urgency. Willingness to travel up to 50% and work from our London office as required. Bonus Points For Experience in commercial real estate investment, property management, fund accounting, or PropTech. Familiarity with ERP or property/investment management SaaS platforms and real estate fund administration processes. Understanding of accounting principles and financial operations, with experience selling to finance executives or CFOs. Demonstrated achievement in both new client acquisition and account growth. Working proficiency in French and / or German. Why Yardi? Yardi is a global leader in real estate technology, with over $2.2bn+ annual revenue, a 20% average growth rate over 40 years, and a Forbes Cloud 100 placement for 10 consecutive years. Thousands of clients trust Yardi to process their most critical investment data, and we are investing heavily in AI and innovative solutions. This role offers a front-row seat to transformation in investment management technology. You'll join smart, collaborative colleagues and have the opportunity to make a real impact-for clients and your career. Our culture is friendly, inclusive and casual. We value work-life balance and were ranked as a top employer by Glassdoor in 2024. A culture of giving: The Yardi Foundation supports global charitable initiatives selected by our employees.

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The Director of Corporate plays a pivotal role in shaping and leading our corporate advisory services, overseeing the Risk & Reward, Pensions, and Employee Engagement teams. This strategic leadership role drives the development and delivery of market leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experience that supports retention, growth, and revenue targets. The postholder is responsible for developing innovative, compliant, and high performing solutions that address the complex needs of our corporate clients while ensuring we remain at the forefront of the financial planning and employee benefits market. Responsibilities: Strategic Leadership & Vision Develop and execute the corporate strategy in alignment with Titan's growth ambitions, working closely with executive leadership. Act as the strategic lead across all corporate service lines: pensions, employee engagement, and risk/reward. Monitor trends in legislation, financial markets, and corporate needs to ensure offerings are competitive, relevant, and future focused. Serve as a member of the senior leadership team, contributing to wider organisational strategy, culture, and governance. Client Growth & Revenue Generation Drive business development efforts to acquire and retain mid to large corporate clients. Identify opportunities for cross selling and upselling across the business to maximise client lifetime value. Execute targeted growth strategies in mid large corporates, leveraging Titan's vertically integrated model (financial planning investment custody). Develop pricing and service models that drive sustainable profit growth while meeting client needs. Lead high level client relationships, providing thought leadership, commercial insights, and strategic guidance. Oversee pricing, proposition value cases, and develop commercial models to drive profitability Team Leadership & Operational Oversight Lead and inspire cross functional teams (Risk & Reward, Pensions, and Employee Engagement), ensuring clarity of purpose, accountability, and performance. Set clear KPIs and targets aligned to service excellence, regulatory compliance, and commercial outcomes. Create a culture of innovation, collaboration, and continuous improvement across the corporate function. Oversee operational processes and service delivery standards to ensure efficiency, compliance, and client satisfaction. Risk Management & Governance Ensure that all corporate services operate in full compliance with FCA regulations, pensions legislation, employment law, and internal risk policies. Lead governance frameworks to monitor and manage risk exposure across all corporate client relationships. Champion a strong risk aware culture across teams, supporting robust decision making. Product & Proposition Development Oversee the design and enhancement of corporate financial solutions, including group pensions, flexible benefits, total reward, and employee engagement platforms. Collaborate with marketing and proposition teams to enhance brand visibility, thought leadership, and sales enablement for corporate offerings. Ensure products are commercially viable, client centric, and adaptable to market shifts. Experience required: Essential: Proven senior leadership experience within corporate financial planning, employee benefits, or wealth management. Deep knowledge of pensions (DB, DC, group schemes), reward strategies, and employee engagement models. Track record of delivering revenue growth through strategic client engagement and solution design. Strong understanding of FCA compliance, risk frameworks, and financial product regulation. Commercial acumen and ability to build high value relationships with C suite clients. Desirable: Experience scaling operations or leading a function through transformation/growth. Experience within a private equity backed or fast scaling business. Skills, Competencies & Qualifications (Essential & Desirable): Key Skills and Competencies Strategic thinking with commercial and financial insight Inspirational leadership and people management Exceptional client relationship and stakeholder management skills Deep technical understanding of corporate pension and benefits structures Strong communication and presentation skills Analytical with a solution oriented mindset Change and transformation leadership Essential: Chartered Financial Planner or equivalent qualification. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3 days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job related activities.

Metro Safety is seeking a motivated and organised Business Development Support Exec to strengthen our sales support function & contribute directly to customer retention, growth & commercial success. Location: Hybrid/London, UK Salary: Co-ordinator Grade Contracted Hours: 40 hours per week This role provides an exciting opportunity to work closely with the Business Development Director and wider Sales Team to support business development operations across Metro Safety. Combining administrative excellence with commercial insight, you'll play a key part in helping the team win new opportunities, improve customer engagement and maintain high-quality Salesforce CRM data. As part of the broader Obsequio Group, you'll have access to professional development and clear progression opportunities for individuals who show initiative, accuracy, and commitment to exceptional service. What You'll Be Doing Provide proactive administrative support to the Business Development Director and wider Sales Team Prepare meeting materials, presentations and performance summaries ahead of internal and external engagements Attend meetings, take minutes, record actions and follow up to ensure completion Coordinate diaries, meeting logistics and post-meeting correspondence Maintain updated, organised documentation related to business development activity Reporting & Data Management Generate and compile regular Salesforce reports and dashboards on pipeline, retention, and performance metrics Ensure accuracy of key performance indicator (KPI) data used in reporting Undertake regular data hygiene activities to uphold CRM integrity Support collation and production of Business Review Packs Quoting & Commercial Administration Create and update quotes within Salesforce, ensuring accuracy and timely submission Coordinate bid preparation, document formatting, and compliance checks Liaise with customers to confirm quotation details, follow up proposals, and update CRM accordingly Customer Support & Retention Respond to basic customer enquiries via phone and email, ensuring all interactions are logged Engage proactively with customers to support service retention across contract lifecycles Operational & Salesforce Support Assist with target tracking and departmental performance reporting Identify process improvement opportunities and support documentation updates Develop into a Salesforce Super User, supporting and guiding the wider team (training provided) Liaise with operational teams to ensure customer needs are met professionally and promptly Who We're Looking For We're looking for someone who is enthusiastic about supporting commercial delivery, is highly organised, and enjoys working in a team-oriented, high-performing environment. You will have strong communication skills, attention to detail, and a proactive, service-driven approach. Skills, Experience & Qualifications Proven customer success or customer-focused experience Strong attention to detail and accuracy Good computer literacy, including Salesforce and Excel Numeracy skills and data accuracy mindset Clear and effective communication skills Pro active and responsible problem solving approach Degree or equivalent qualification Experience using company databases / CRM systems Initiative and ability to deliver high-quality output Willingness to learn and develop professionally Ability to influence and engage with customers and internal stakeholders Be part of a growing, technology driven compliance business Work in a hybrid, supportive and collaborative environment Develop your skills in business development, CRM and customer engagement Clear progression opportunities for high performers Contribute to a team that values service excellence and customer success Apply now At our core, we specialise in delivering a spectrum of technology-driven compliance solutions, dedicated to ensuring the safety of environments where people reside, learn, and work. Full Name Email Phone Upload your CV (PDF, DOC, DOCX)

Engage with SMEs and OEMs to deliver tailored solutions and energy management solutions. Support residential adoption through bundled propositions (EV + tariff + home charging + energy efficiency + financing ). Provide feedback from customers to shape product design and proposition development. Proposition Development & Sales Enablement Work with Propositions, Commercial, Marketing, and Operations to develop tailored customer propositions (e.g. tariffs, renewable solutions, energy services). Support the creation of sales collateral, proposals, and pitch decks. Gather customer and market feedback to inform new product development. Work with Propositions, Commercial, Marketing, and Operations to ensure customer propositions are compelling and deliverable. Provide sales enablement tools and input into GTM plans for new solutions services. Proven experience in business development, sales, or partnerships (energy, utilities, telecoms, or related sectors). Strong track record of achieving and exceeding sales/commercial targets. Strong relationship management and negotiation skills. Commercial and financial acumen - ability to structure and evaluate business deals. Knowledge of solutions, EV charging or energy retail propositions. Excellent communication and presentation skills. Experience in the energy sector (retail, renewables, EV, energy efficiency, or flexibility services). Knowledge of regulatory frameworks, net zero policies, and sustainability trends. Experience working with CRM tools (e.g. Salesforce, HubSpot) and pipeline reporting. Competitive salary Excellent parental leave allowance. Location - London or Nottingham Award-Winning Workplace - We're proud to be named a Sunday Times Best Place to Work 2025 and the Best Place to Work for 16-34-year-olds Outstanding Benefits - Enjoy 26 days of annual leave plus bank holidays, a generous pension, life cover, bonus opportunities and access to 20 flexible benefits with tax/NI savings Flexible & Family-Friendly - Our industry-leading hybrid and family-friendly policies earned us double recognition at the Personnel Today Awards 2024 . We're open to discussing how flexibility can work for you Inclusive & Diverse - We're the only energy company in the Inclusive Top 50 UK Employers . We're also proud winners of Best Employer for Women and Human Company of the Year -recognising our inclusive, people-first culture Support at Every Stage of Life - We're Fertility Friendly and Menopause Friendly accredited, with inclusive support for everyone Accessible & Supportive - and will make any adjustments needed during the process Invested in Your Growth - From inclusive talent networks to top-tier development programmes, we'll support your growth every step of the way For all successful candidates. Due to the nature of this role your employment will be subject to a basic DBS (Disclosure Barring Service) check being carried out by ourselves via a 3rd party service provider Role may close earlier due to high applications.

We are seeking an ambitious Business Development Lead to drive growth within the energy sector. The successful candidate will identify new business opportunities, build strong customer and partner relationships, and support revenue growth through innovative energy propositions. This role spans residential, SME, and commercial markets, supporting our mission to deliver affordable, reliable, and sustainable energy solutions.Proven experience in business development, sales, or partnerships (energy, utilities, telecoms, financial services or related sectors).Strong relationship management and negotiation skills. Knowledge of solutions, EV charging or energy retail propositions. Excellent communication and presentation skills.Experience in the energy sector (retail, renewables, EV, energy efficiency, or flexibility services). Knowledge of regulatory frameworks, net zero policies, and sustainability trends. Experience working with CRM tools (e.g. Salesforce, HubSpot) and pipeline reporting. Role may close earlier due to high applications. Competitive salary Location - London or Nottingham Excellent parental leave allowance. Award-Winning Workplace - We're proud to be named a Sunday Times Best Place to Work 2025 and the Best Place to Work for 16-34-year-olds Outstanding Benefits - Enjoy 26 days of annual leave plus bank holidays, a generous pension, life cover, bonus opportunities and access to 20 flexible benefits with tax/NI savings Flexible & Family-Friendly - Our industry-leading hybrid and family-friendly policies earned us double recognition at the Personnel Today Awards 2024 . We're open to discussing how flexibility can work for you Inclusive & Diverse - We're the only energy company in the Inclusive Top 50 UK Employers . We're also proud winners of Best Employer for Women and Human Company of the Year -recognising our inclusive, people-first culture Support at Every Stage of Life - We're Fertility Friendly and Menopause Friendly accredited, with inclusive support for everyone Accessible & Supportive - and will make any adjustments needed during the process Invested in Your Growth - From inclusive talent networks to top-tier development programmes, we'll support your growth every step of the way For all successful candidates. Due to the nature of this role your employment will be subject to a basic DBS (Disclosure Barring Service) check being carried out by ourselves via a 3rd party service provider

Here at NatPower, we are more than just a company; we are a community of individuals dedicated to driving sustainability and energy innovation forward. We launched in the UK market over a year ago and are aiming to become one of the industry leaders in the next 3-5 years. Our commitment to creating a cleaner and greener future is at the heart of everything we do. Are you ready to be part of a team that is shaping the world's energy landscape? Do you have a passion for renewable energy and a drive to make a positive impact? If so, then you've come to the right place! This is an excellent opportunity to learn and advance your career as part of an exciting scale-up business Our doors are open to talented individuals who are eager to make a difference. If this sounds like you, then hit the apply button, we'd love to hear from you! The Working Environment This is a long-term opportunity to collaborate with seasoned professionals at the top of their game, soaking up their expertise in a vibrant, people-focused setting. We value flexibility, so remote work is welcome. If you share our vision, brace yourself for a base compensation, and think beyond - with cash bonuses, LTIP, insurances, and more perks based on your role level. Exciting, right? Don't miss out on this awesome opportunity to thrive and grow! The Role We are looking to hire a London-based Senior Financial Controller to steer the constant evolution of financial processes to support the business in the UK and feed the financial reporting needs of the listed holding company. The ideal candidate will support the NatPower UK CEO and team in managing the corporate governance structure of the UK entities, acting as a statutory director on the boards of certain UK subsidiaries alongside the UK CEO. They will take direct responsibility for establishing and overseeing the day-to-day financial operations, including: Accounting Compliance Tax and VAT Treasury Financial planning and analysis Reporting Budgeting Cash management Investment and divestment analysis HR Insurance Related functions for NatPower Group's UK operations The role will involve leading a dedicated UK finance team. The candidate will report to the UK CEO for UK-related operations and maintain a functional reporting line to the Group CFO in the EU, playing a key role in embedding best practice reporting, processes, and risk management, ensuring alignment with NatPower Group's international standards. At our company, we are proud to offer numerous opportunities for growth and advancement to all our employees. We believe in nurturing talent and fostering professional development. The Successful Applicant We are seeking a technically strong accountant with ACCA/ACA or equivalent qualifications, a hands-on approach, experience in setting up and managing teams in scale-ups, preferably with experience in large companies and/or accounting/auditing companies. You will be an experienced Senior Financial Controller with strong commercial acumen, capable of assessing the financial implications of investment and divestment opportunities across renewable energy projects. They will also be responsible for leading and overseeing all aspects of financial reporting, ensuring transparency and compliance to support strategic decision-making. What We Are Looking For Qualified Accountant (post qualification of at least 5 years, ACA, ACCA or CIMA) Strong academic profile Proactive and able to adapt well as required Sector experience in investment management inrenewableenergy and energy management Experience in managing banks for daily operations Perfect knowledge of main accounting software, excel, and MS Office Fluent in English, another European language preferential Authorised to work in the UK. Experience of a fast growing or acquisitive business. Due diligence and M&A experience UK experience in listed internationalgroups would be preferential Job Activities Description Some of these activities are performed coordinating the work of external consultants or internal team members. Board and UK Compliancy: Manage Board of Directors of all UKcompanies, including DevCo and SPVs Coordinate the Board activities (meetings, resolutions, minutes) Coordinate the Company Secretary activities Corporate Management: Prepare and manage periodic internal meetings of executive committees (e.g. development committee) Support the definition and manage the intercompany contracts, procedures Accounting: Maintain the UK accounting system records and integrated with NatPower International Group guidelines Facilitate the group consolidation process Provide support on IFRS and reporting approach Generate the periodic management and statutory accounts Planning & control: Manage UKgroup planning and control procedures, manage the business plan, budget, monthly reporting and forecasting at UK group level Generate the periodic management reporting and forecasts at UK group and company's level Cashflow: Manage, control and optimise the UK companies cashflows Manage the intercompany agreements, transfer prices, shareholders loans, and payments Propose repayment plan and drawdown of financing facilities including shareholder loan Identify and propose opportunities for cash flow optimisation with lenders and suppliers Tax: Manage UK tax positions, includinggroupVAT, prepare periodic VAT and tax returns Identify and coordinate the activities with tax advisors including for matter of relevance for the group and with the holding company Identify and negotiate opportunities for R&D tax credits and R&D grants With the support of our Financial Modellers, design and set-up the financial modelling for renewable energy assets, to constantly assess the profitability, cost constraints and selling prices of each assets, rank the allocation of resources to the different projects and suggest to the Development Committee the project financial feasibility. Asset Valuation: Support the definition of target prices for the sale of assets and support the board decisions on sales Support the preparation of investment memorandum for asset sales Support the formal asset sale process, from invitation, onboarding, KYC, to bidding, to contract negotiations and closing Manage post-closing covenants, if any Prepare and constantly update the data rooms for asset management and sale, validating and auditing the process and contents Provide financial analysis on new acquisitions and support in the preparation of investment papers for committee Support the negotiation and due diligenceof co-development agreements or jointdevelopment agreements withthirdparty developers Support the negotiation and due diligence of localdevelopers' acquisition orpipeline acquisitions. Auditing: Conduct internal auditing checks on procedures. Coordinate the activities of external auditors in the UK What's on Offer: Benefits, in line with NatPower UK policies.

Associate Product Manager - ESI page is loaded Associate Product Manager - ESIlocations: London, GBRtime type: Full timeposted on: Posted Todayjob requisition id: R30195FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Your Team's Impact We are seeking an experienced Associate Product Manager to join our ESI Product Management team supporting FactSet's Commercial Excellence strategy and the Consumption Pricing program at FactSet. This role will be overseeing the development of tools and reporting with the local technology team. Responsibilities will include driving end-to-end delivery of projects to support Commercial Governance, Client Licensing, BU Operations, and RCS. This role will also create KPIs (ASV captured, clients surveilled, products governed, etc.) to track key program progress that can be reported weekly to executive management regarding progress toward Commercial Excellence objectives. What You'll Do Interface with end users and stakeholders to develop requirements and delivery expectations Write formal business and technical requirements for individual projects Coordinate functional testing with early adopter groups Formulate deployment and rollout schedules Work directly and liaise with developers on a daily basis to help prioritize and drive delivery/results Participate in presentations of projects and roadmaps Develop KPIs in partnership with the business to track Commercial Excellence objectives What We're Looking For Required Skills Bachelor's degree. A minimum of 2 years of Product Management experience. Solid understanding of agile development methodologies. Strong communication skills, able to effectively convey technical concepts to both technical and non-technical audiences. Desired Skills Experience with commercial frameworks, finance operations, and sales analytics / KPIs would be ideal . Experience with Jira, Microsoft Planner, Target Process or other product management tools Previous experience in the financial technology industry. Demonstrated problem-solving skills and an ability to take initiative. What's In It For You At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: Contributing to a firm with over 40 years of consecutive growth, named a by Glassdoor and led by a top-rated . Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and companywide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to and , where collaboration is always encouraged, and individuality drives solutions. Career progression plans with dedicated time each month for learning and development. Employee-led that align with our DE&I strategy and are wholly supported by Executive Management.Learn more about our benefits .We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career. At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify. Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. Company Overview: FactSet (NYSE:FDS NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more atand follow us onand. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.

Are you ready to expand Upright's footprint with top-tier asset managers, asset owners, and private equity firms, translating deep product knowledge into strategic solutions while driving meaningful revenue growth? We're seeking a Sales Director to join our team and accelerate revenue growth in the Investor sector. Trusted by 1,000+ institutional investment organizations and corporations, Upright's impact data is rapidly gaining importance across Europe and North America due to regulatory shifts and rising demand for transparency in measuring real world investment impacts. As a Sales Director, you'll play a central role in helping leading institutional investors understand and unlock the value of sustainability and impact data in their decision making. This is a senior individual contributor role where strategic insight, commercial acumen, and the ability to navigate complex, consultative sales cycles come together. In this position, you'll drive a substantial revenue quota within the Investor segment, working closely with sophisticated clients to build compelling business cases, demonstrate the platform's transformative value, and guide adoption across their organizations. This is not a routine sales role and not a ready made machine. You'll be expected to build and manage your own pipeline, contribute to shaping the sales motion, and stay hands on in all stages of the process. You'll challenge assumptions, uncover untapped potential, and translate complex needs into actionable solutions that create tangible impact for both the customer and Upright. Your contribution will have a visible effect on revenue, client strategy, and how leading organizations integrate sustainability data into investment decision making. This is a high impact role for someone who thrives in a fast paced, consultative sales environment, understands complex products, and enjoys navigating multi stakeholder organizations. YOUR RESPONSIBILITIES Owning your sales pipeline, driving each stage from prospecting and qualification to closing high value deals. Identifying and pursuing new business opportunities within the Investor sector, turning complex client needs into actionable solutions. Building compelling business cases for sustainability and impact data, demonstrating measurable value to sophisticated investors. Developing and maintaining strategic relationships with senior stakeholders, including C level executives and key decision makers. Collaborating cross functionally with customer success, product, and marketing teams to ensure seamless client experience and maximize growth opportunities. Contributing to the development of the sales motion, sharing insights, and shaping processes in a fast paced, startup environment. Meeting and exceeding ambitious revenue targets, while consistently identifying ways to expand account value and drive impact. SIGNS OF BEING A GREAT MATCH FOR THIS ROLE INCLUDE Proven enterprise sales track record in complex, consultative environments, ideally in SaaS, data, or financial services, in a scaling environment where playbooks are being built. Demonstrated track record of meeting or exceeding revenue targets, winning strategic accounts, and driving pipeline growth. Strong analytical skills, with the ability to understand sophisticated platforms quickly and translate their value into strategic solutions for clients. Experience or strong interest in the financial sector, particularly asset management or private equity, with curiosity for sustainability and impact data. Exceptional relationship building and influencing skills, able to earn trust with senior stakeholders, including C level executives and decision makers. Goal oriented, self driven, and proactive, with a sense of urgency and determination to achieve ambitious targets. Self starter with a hands on mindset, comfortable building your own sales pipeline from scratch and contributing to shaping the sales motion. Excellent English communication skills, both spoken and written, with the ability to convey complex ideas clearly and persuasively. Comfort working in a fast paced, high growth environment, managing multiple priorities and complex sales cycles. WHAT WE OFFER Opportunity to influence your earnings with a performance based compensation model and a comprehensive healthcare package. A chance to join a quickly growing and highly ambitious impact SaaS company with mission that matters. A fast paced and dynamic work environment where decisions are made quickly, and progress happens rapidly. An opportunity to shape the future of sustainable finance by driving the adoption of a leading impact data solution, making a direct impact on Upright's growth and success, and applying your skills and experience in meaningful, innovative ways. A fun and kind team with exceptional people who care about what they do. Exciting professional growth opportunities. Location Negotiable, e.g. Helsinki, London, Zurich Deadline Candidates will be reviewed continuously and the role will be filled as soon as the right person is found. The specifics of the role will be tailored to match the experience and seniority of the individual. Psst curious about what we do? Explore Upright Platform to see how we're driving measurable impact and transforming decision making for a better future. Dive in and discover the change you could be part of!

Aveni is an award-winning technology company. We use advanced AI to enable scalable efficiency for financial services companies, combining world leading Natural Language Processing (NLP) and Large Language Model (LLM) expertise with deep financial services domain experience to drive enterprise wide productivity. We're using the latest in AI to automate and innovate, empowering financial service businesses to achieve exceptional productivity and compliance outcomes. Role Overview As a Forward Solutions Engineer / Principal Solutions Consultant at Aveni, you will be a key technical leader in pre sales, solution design, and customer engagement. You will work closely with sales, product, engineering, and customer success teams to define, architect, demonstrate, and deliver AI powered solutions tailored to banks, wealth managers, insurance firms, and other financial services clients. Your mission is to translate complex business and regulatory needs into scalable, robust, compliant solutions that underscore Aveni's value proposition. You will often be "forward deployed", meaning you'll engage closely with strategic clients, acting as subject matter expert, leading technical discovery, driving proof of concepts (POCs), and ensuring successful handover to implementation and ongoing support. About You You are a seasoned Consultant who combines deep technical capability with business insight, someone who is equally at ease in boardroom discussions as you are in exploring architecture diagrams. You thrive when solving complex, regulated industry problems, especially in financial services or adjacent sectors. You likely come from a Big 4 consultancy, technology advisory practice or a similarly demanding environment. From this background you bring: Rigorous client facing experience: doing discovery, scoping, workshops, POCs, RFPs, not just writing proposals, but engaging deeply with clients at multiple levels (operations, risk, compliance, executives). Structured, analytical problem solving: you break down fuzzy business problems, diagnose root causes, map them to technical and regulatory constraints, and propose robust, scalable solutions. High standards of delivery: you are accustomed to detailed documentation, demanding stakeholders, continuous quality checks, and the discipline of consultancy timelines and billing. Strong commercial awareness: you understand value propositions, return on investment, trade offs (cost vs speed vs write down risk), and you factor in risk, compliance, data governance when designing solutions. Key Responsibilities Lead technical discovery and scoping phases with prospective clients: understand their business, compliance, risk, operational, regulatory and data environment. Design solution architectures leveraging Aveni's products (Detect, Assist, Agents, FinLLM) plus integrations with client systems (e.g., CRM, communication tools, data pipelines). Develop, deliver, and customise demos, POCs, workshops to illustrate value, ROI, regulatory compliance, risk mitigation, etc. Collaborate with sales teams to respond to RFIs / RFPs, proposals, pricing, technical documentation. Be a trusted advisor to clients: articulate how Aveni's AI/LLMs meet their needs; help them navigate trade offs (accuracy, risk, explainability, privacy). Provide feedback to Product and Engineering on feature requests, prioritisation, bug fixes, user experience, based on what you see in the field. Help define best practices, patterns, reusable assets (e.g., architecture templates, demo scripts, integrations) to speed up future engagements. Mentor / guide more junior solutions / presales engineers or consultants. Stay up to date with regulatory developments (e.g., Consumer Duty, risk oversight, compliance in financial services), Agentic / AI / NLP / LLM technologies, competitive landscape. Occasionally participate in post sales support / implementation oversight to ensure smooth handover, maintain continued alignment and client satisfaction. Requirements Must havens Substantial experience in pre sales / solutions consulting / technical consulting roles, especially in the Financial Services or Wealth Management space. Strong technical background: experience with machine learning, LLMs and AI systems; understanding of data pipelines, integrations, APIs, security and compliance sensitive environments. Ability to design solutions vs just selling features: architectural thinking, trade off evaluation, understanding of scalability, performance, data governance. Excellent communication and presentation skills: able to adapt technical stories for non technical executives (e.g., risk / compliance / operations leaders) as well as technical audiences. Experience leading or contributing in POCs, custom demos and pilot deployments. Deep understanding of regulatory and risk & compliance in financial services. Good project management and stakeholder management skills: managing cross functional teams, setting expectations, handling ambiguity. Nice to havens Prior experience in using or building AI Agents, generative models and NLP pipelines. Familiarity with tools or frameworks for LLM deployment, prompt engineering, vector databases, embeddings, etc. Experience with integrations (CRM, communications platforms, call recordings, speech to text, etc.). Familiarity with cloud architectures, data warehouses / lakes, data security/compliance frameworks (e.g., ISO, GDPR, regulations specific to FS). Experience mentoring juniors, creating reusable technical assets / IP. What Success Looks Like Delivery of well scoped POCs and demos that lead to closed deals. Technical proposals and architectures that satisfy both product capability and regulatory/risk constraints of clients. Positive feedback from clients on the clarity, reliability, and impact of your solutions and engagement. Good alignment and collaboration with Product, Engineering and Sales: features and customer insights feeding into roadmap, and technical delivery matching expectations. Reusability and scale: you help build patterns or frameworks that reduce effort and risk in future similar engagements. Maintaining up to date knowledge of regulatory environment and AI advances so that Aveni remains credible and ahead in the market. What We Offer A collaborative and innovative work environment with awesome career growth opportunities. 34 days holiday plus your birthday off (inclusive of bank holidays). Share options - we believe in shared success. Skills development - continuous learning is at our core, expect the development to be front and centre of everything you do. Remote and flexible working - remote, co working spaces, or a mix of both. Life insurance, income protection and private health care. Freebies and discounts at a range of retailers. Emotional wellbeing (Employee assistance programme provides access to 24/7 employee counselling and emotional support). Cycle to work scheme. Pension scheme (employer contribution matched up to 5%). Join Us in Making a Difference At Aveni, we believe that diversity drives innovation. We're committed to building a team that reflects the diverse communities we serve and creating an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you're passionate about leveraging technology to drive positive change and want to be part of a team that's shaping the future of financial services, we'd love to hear from you. We know that some people are likely to only apply where they meet 100% of requirements, but we'd like to hear from you anyway. Apply now to join us on our mission to transform the financial services industry through AI!