Account Executive

About the role

As an Account Executive you will become a product and technical expert, gaining a deep understanding of Octopus’s investment management business and the needs of our customers – financial advisers. You will join a strategic sales team and work closely with Business Development Managers to drive success across your region. No prior financial services experience is required; comprehensive training will be provided.

Key responsibilities

• Deliver an industry‑leading experience to financial adviser customers.
• Collaborate strategically with Business Development Managers to achieve regional targets.
• Develop expertise in Octopus’s product suite and apply commercial insight for the benefit of customers and the business.

Required profile

• Experience in sales, account executive, customer success or a similar client‑facing role.
• Consultative, customer‑focused approach.
• Team player with the ability to think strategically.
• Strong communicator capable of simplifying complex information.

Required skills

What we offer

• Competitive salary, bonus, pension and share‑incentive plan.
• Untracked holiday and hybrid working (three days in office, two days remote).
• Wellness hub access, including Headspace, coaching, digital GP and employee assistance.
• Up to six months paid parental leave, life and critical illness cover, income protection.
• Private medical insurance for you and your family.
• Electric vehicle leasing and the option to work overseas up to one month per year.