Partner

Partner - Consultative Sales | London (in-office)

Retained search · Market-leading UK wealth-management AI company · $15M Series A

I'm running a retained search for a Partner (consultative sales) on behalf of the UK's leading AI platform for financial-advice firms - and it's one of the more interesting GTM briefs I've taken on this year.

The company

They're used by 500+ advice firms and 3,000+ advisers to capture client data, automate regulated workflows, and turn compliance from a burden into an advantage. Started with productivity tooling, now becoming the full operating system for advice. Series A-backed, growing fast, and expanding internationally.

Why this isn't a normal AE seat

As a Partner, you own the entire relationship with each advice firm - diagnosis, strategy, close, retention and expansion. It's closer to a consulting engagement than a demo. You become a genuine thought leader in the advice space, and over time run your own P&L and build a team beneath you.

What the role involves

• Owning firm relationships end-to-end, from first conversation to multi-year expansion
• Running consultative, goals-based sales cycles (9-12 months at enterprise)
• Managing net revenue retention - upsells run at 3-4x existing ARR
• Acting as a strategic partner to firm leadership, not a vendor
• Representing the company at dinners, panels and industry events (growth is community-led)

Who I'm looking for

• A consultative, problem-solving seller who leads with strategy, not pressure
• High agency - you get on with it, ask for help early, and don't wait to be told
• A strong communicator and public speaker
• Resilient and comfortable in a fast, ambiguous, high-ownership environment
• Backgrounds that tend to fit: consulting, high-growth startup sellers, or people from the advice/wealth world moving into GTM. Wealth/fintech experience is a plus, not a requirement.

The package

• Competitive base (experience-dependent) + OTE at 2.2x, uncapped, with a 1.4x overachievement accelerator
• Meaningful equity (base/equity slider, 4-year vest, 1-year cliff, quarterly grants)
• Quarterly salary reviews
• Full private health (dental, vision, physio, therapy), on-site gym + £200/mo gym allowance, £250/mo personal sales coaching, annual company retreat, visa sponsorship available

If this sounds like you, or someone you rate, DM me or drop a note below and I'll share the full brief.