Retentions Advisor Job at Verisure Services (UK) Limited (Newcastle Upon Tyne)

Director of Advisor Experience

As Director of Advisor Experience, you will own the advisor lifecycle after the ...

Location

United States

Salary:

100000.00 - 135000.00 USD / Year

XY Planning Network

Expiration Date

Until further notice

Requirements

6+ years of experience in a service-centric, client- or advisor-facing role, ideally within financial services (RIA, TAMP, custody, or advisor-support platforms)
2 - 4+ years of experience managing and developing teams in a client-facing environment
Direct experience working with a major RIA custodian (Schwab or Fidelity required), including familiarity with onboarding workflows, ACATs, money movement, and advisor service processes
Strong working knowledge of advisor technology platforms
experience with Orion strongly preferred
Experience building or scaling service functions in a growing organization
A systems-oriented mindset with a bias toward clarity, consistency, and proactive communication
Strong judgment and composure in handling escalations and high-stakes advisor situations
Legally authorized to live and work in the United States without present or future need for sponsorship

Job Responsibility

Oversee Transition/Onboarding and Client Service functions
Own the advisor lifecycle experience, ensuring consistency and clarity from onboarding through ongoing service
Design and evolve team structure, role clarity, specialization, and performance standards as advisor volume and complexity increase
Establish and monitor onboarding and service performance metrics, ensuring predictability, responsiveness, and quality across the advisor lifecycle
Develop structured mechanisms to monitor advisor experience both quantitatively (NPS, service metrics) and qualitatively (advisor conversations, trend themes, direct feedback)
Maintain a strong understanding of the advisor base, including segmentation, complexity tiers, and evolving needs, and adapt service models accordingly
Serve as the senior escalation point for high-risk advisor issues, recurring breakdowns, or service-related dissatisfaction
Own service-related advisor retention health, identifying at-risk advisors and leading proactive response plans
Serve as the central coordinator for advisor-facing operational communication across Sapphire, ensuring a clear, consistent voice aligned with our brand
Partner with Investment Services, Compliance, Growth, and Revenue Operations to shape and deliver updates related to custodial changes, platform transitions, and service model evolution

What we offer

100%- employer-funded Employee Stock Ownership Plan (ESOP)
Unlimited vacation days (minimum of 3 weeks per year)
9 paid holidays
401(k) with match (6% employee, 4.5% employer)
12 weeks paid parental leave
Health insurance w/ employer contribution
Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
Pet insurance availability
Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
Employer-paid Life and AD&D insurance

Fulltime

Senior Enterprise Account Executive

At hyperexponential, we’re building the AI-powered platform that enables the wor...

Location

United States , New York

Salary:

260000.00 - 320000.00 USD / Year

hyperexponential

Expiration Date

Until further notice

Requirements

Consistently achieved or exceeded a $1M+ annual sales quota in B2B SaaS, closing complex deals in the $250K–$1.5M ARR range
Closed multi-stakeholder enterprise deals with C-Suite decision-makers across finance, operations, and technology
Demonstrated mastery of structured sales methodologies such as MEDDICC, Challenger, or Value-Based Selling to drive predictable revenue outcomes
Built and managed a robust pipeline across 12–18 month sales cycles, balancing short-term wins with long-term opportunities
Collaborated with SDRs, pre-sales, and marketing to deliver tailored solutions that improved win rates and client retention
Earned a reputation as a trusted advisor by building deep industry knowledge and delivering measurable business outcomes for clients

Job Responsibility

Develop and execute a territory sales plan that drives new logo acquisition, leading to growth of $1M+ ARR annually
Build and maintain relationships with multiple senior stakeholders, including C-Suite executives, to influence long-term partnerships and expand hx’s presence
Generate, qualify, and manage a pipeline of enterprise opportunities, ensuring effective prioritization between near-term deals and multi-year nurtures
Partner with internal teams including SDRs, pre-sales, product, and services to deliver a seamless buyer journey and maximize win rates
Represent hx at industry events and through client-facing presentations, positioning Renew as the market’s leading risk modeling platform
Collaborate closely with Marketing to enhance demand generation, increase conversion rates, and build a world-class brand presence in North America

What we offer

$6000 training and conference budget for individual and group development
Full medical, dental, vision package to fit your needs
Mental health support via Spring Health and Rula
Access to One Medical
Flexible vacation policy
work hard and take time when you need it
Pet discount plans, retirement plan (401K), and discount programs available to employees
Top-spec equipment (laptop, screens, adjustable desks, etc.)
Regular remote and in-person hackathons, lunch and learns, socials, and game nights
Team breakfasts and lunches, snacks, drinks fridge, and a fun office at our WeWork office space

Fulltime

New

Software Engineering Lead, Wealth Division

Randstad has recently partnered with a global organisation, with a positive repu...

Location

Malaysia , Kuala Lumpur

Salary:

30000.00 - 40000.00 RM / Month

Randstad

Expiration Date

May 24, 2026

Requirements

Software Engineering Roots: A proven track record as a Senior, Lead or Staff Engineer with over 10 years of experience. You must be able to collaborate with developers and understand the nuances of system design and architecture.
Wealth Domain Expertise: Deep understanding of wealth management workflows, including portfolio management, rebalancing, trade execution, market data feeds, and client reporting.
Strategic Thinking: The ability to look beyond the next sprint and understand how technical debt or architectural choices impact the firm's long-term competitive edge.
Modern Tech Stack Proficiency: Experience with cloud platforms (AWS/Azure/GCP), microservices architectures, and modern data streaming (e.g., Kafka).
Regulatory Fluency: Comfort navigating the intersection of fast paced deployments and compliance assurance. You understand that in Wealth, "done" means "secure and auditable."

Job Responsibility

Architectural Stewardship: Define and evolve the technical roadmap for our wealth products, moving away from legacy monoliths toward event-driven, cloud-native architectures.
Strategic Planning: Collaborate with product owners and stakeholders to translate business goals (AUM growth, client retention, advisor efficiency) into actionable engineering milestones.
Modernization & Transformation: Lead the transition to modern tech stacks, focusing on high-availability systems, API-first integrations, and data integrity.
Regulatory & Compliance Liaison: Ensure all engineering outputs meet stringent financial regulations (e.g., GDPR, MiFID II, SEC/FINRA requirements) by embedding security and auditability into the SDLC.
Cross-Team Collaboration: Act as the "technical glue" between front-office advisor tools, back-office clearing systems, third-party fintech integrations and C-level executives
Mentorship & Culture: Foster an engineering culture of excellence, high-quality code reviews, and continuous learning, specifically within the context of complex financial logic.

What we offer

excellent benefits
Hybrid Working Arrangement
Excellent Compensation Package

Fulltime

Business Sales Advisor - Retention & AOT

Join BT as a Business Sales Advisor. Sales opportunities are initiated by either...

Location

United Kingdom , Belfast

Salary:

26738.00 GBP / Year

Plusnet

Expiration Date

Until further notice

Requirements

Customer focused – the ability to understand the importance of customer acquisition and deliver customer satisfaction targets
Creative in approach to generating revenue
Excellent communication skills – knows how to demonstrate, promote and sell
Be passionate, ambitious and driven in your career
Ability to build strong relationships with customers and colleagues at all levels

Job Responsibility

Deliver defined revenue, product volume and quality targets through the acquisition and retention of UK SME customers
Answer, and respond to, customer enquiries efficiently, effectively and appropriately in accordance with defined processes and procedures

What we offer

BT Pension scheme, minimum 5% Employee contribution, BT contribution 10%
From January 2025, equal family leave: receive 18 weeks at full pay, 8 weeks at half pay and 26 weeks at the statutory rate
Enhanced women’s health support: including help with menopause symptoms, cancer screenings, period care and more
22 days annual leave (not including bank holidays), increasing with service
24/7 private virtual GP appointments for UK colleagues
2 weeks carer’s leave
World-class training and development opportunities
Option to join BT Shares Saving schemes

Fulltime

Founding Account Manager

First US Account Manager to join Omnea’s customer team. Reinventing how enterpri...

Location

United States , New York

Salary:

180000.00 - 260000.00 USD / Year

Omnea

Expiration Date

Until further notice

Requirements

5-7 years of experience succeeding in a B2B SaaS commercial role
Consistent top performance in a team
Track record of exceptional performance in academia, work, sport, or sales
Strong commercial intuition and gravitas to sell to senior leadership (e.g., CFOs, CIOs)
Outstanding communicator (verbal, written, presenting)
Ability to rapidly understand complex products
Outcomes-focused with a bias to action
Proactive and craves accountability
Able to ruthlessly prioritise, highly organised, efficient, and autonomous
Ambitious, competitive, and career-driven

Job Responsibility

Own expansion quotas and renewal outcomes for the scaling customer base
Own the relationship with customers throughout the entire customer lifecycle
Ensure customers get meaningful value from Omnea
Drive renewals, expansion and upsell opportunities
Become a trusted advisor & partner to customers & stakeholders
Be the voice of the customer internally
Support & champion US customers in their journey with Omnea
Deliver long-term customer value in every interaction
Build lasting relationships through consistent engagement
Act as product expert and trusted & strategic advisor

What we offer

Offers Equity
Offers Commission

Fulltime

Founding Account Manager

First Account Manager to join Omnea's customer team, owning expansion quotas and...

Location

United Kingdom , London

Salary:

Not provided

Omnea

Expiration Date

Until further notice

Requirements

5-7 years of experience succeeding in a B2B SaaS commercial role
Strong commercial intuition and gravitas to sell to senior leadership (e.g., CFOs, CIOs)
Outstanding communicator (verbal, written, presenting)
Intelligent with capacity to rapidly understand complex products
Outcomes-focused with heavy bias to action
Proactive and craves accountability
Able to ruthlessly prioritise, highly organised
Ambitious, competitive, and career-focused
Empathetic, reliable, collaborative with minimal ego

Job Responsibility

Own expansion quotas and renewal outcomes for scaling customer base
Own relationship with customers throughout entire lifecycle
Ensure customers get meaningful value from Omnea
Drive renewals, expansion and upsell opportunities
Become a trusted advisor & partner to customers & stakeholders
Be the voice of the customer internally
Support & champion customers in their journey with Omnea
Deliver long-term customer value in every interaction
Build lasting relationships through consistent engagement
Act as product expert and strategic advisor

What we offer

Future Founder Promise
Opportunity for accelerated career trajectory
Potential to become a future leader at Omnea

Fulltime

Market Recruiting Manager

Wells Fargo Financial Advisors is seeking a Market Recruiting Manager. The candi...

Location

United States , Minneapolis; Birmingham

Salary:

175000.00 - 279000.00 USD / Year

Wells Fargo

Expiration Date

May 10, 2026

Requirements

7+ years of Wealth Channel Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
7+ years of experience sourcing and recruiting Financial Advisors/Wealth Advisors
FINRA registration including Series 7 (or FINRA recognized equivalents)
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Strong presentation skills
Advanced Microsoft Excel and Power Point skills
Ability to travel up to 75% of the time
Registration for FINRA Series 7 must be completed within 90 days of hire date if it is not available for transfer upon hire
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment
Compliance with state law registration and licensing requirements is mandatory

Job Responsibility

Act as an advisor to leadership to develop and/or influence recruitment of experienced Financial Advisors and to expand the breadth of firm hiring within assigned area
Partner with other field recruiters to knowledge share and develop recruitment strategies and expertise to promote business growth
Be responsible for building and maintaining excellent relationships with Financial Advisors to enhance their satisfaction and retention as well as developing excellent partnerships with management to increase hiring of Financial Advisors
Lead the strategy and resolution of highly complex and unique challenges regarding recruitment across multiple areas of the enterprise, delivering solutions that lead to revenue growth organically
Provide vision, direction, and expertise to leadership on implementing innovative and significant business solutions
Engage with function peers, colleagues, and managers to resolve issues related to the recruitment process

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Pwm investment partner

Private Wealth Management (PWM) Investment Partners has the shared responsibilit...

Location

United States , Milwaukee

Salary:

86360.00 - 101600.00 USD / Year

U.S. Bank National Association

Expiration Date

May 08, 2026

Requirements

Bachelor's degree, or equivalent work experience
Up to three years of related experience
Thorough knowledge of departmental operations/policies and U.S. Bank products and services
Effective interpersonal, verbal and written communication skills
Strong client facing skills
Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Well-developed analytical skills

Job Responsibility

Soliciting, developing, managing, and retaining client relationships for Investments
Partner with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies
Shared responsibility with Senior Advisor to achieve sales, revenue and practice excellence goals
Focus on honing the technical aspects of Investment management and developing superior client facing skills needed to become an Investment Portfolio Manager

What we offer

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Fulltime

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Retentions Advisor

Verisure Services (UK) Limited

Location:
United Kingdom , Newcastle Upon Tyne

Category:
Customer Service

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 19, 2026

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Retentions Advisor

Verisure Services (UK) Limited

Location:United Kingdom , Newcastle Upon Tyne

Category:Customer Service

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:February 19, 2026

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Job Posted:
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