Strategy manager (onboarding & migrations)

Hybrid role to be based 3 days a week in our Central London office.

About us

Seccl is the Octopus-owned embedded investment platform that’s on a mission to helping more people to invest – and invest well.

We’re B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better. We've been growing fast and will scale even faster over the next few years.

We’re also proud to be part of Octopus, the £multi billion group that's on a mission to breathe new life into broken industries, through companies like Octopus Energy, Octopus Investments and Octopus Money.

Check out the Seccl website for the latest on our products and our mission to shape the future of investments.

The role

The launch team is a group of onboarding and implementation specialists with a deep understanding of Seccl’s technology & operations, as well as the broader wealth landscape.

They excel at using Seccl’s platform to launch new propositions and collaborate with firms to create innovative solutions and provide strategic guidance. Their contribution extends to helping achieve revenue and pipeline goals through delivery of onboarding & migration projects, offering insights on go-to-market plans, and collaborating closely with the wider commercial team to deliver on firm and business objectives.

As a senior manager in our launch team, you’ll be owning the onboarding, launch, and migration of enterprise firms across our target segments. We're looking for someone with experience in financial services or a passion for the wealth/investments landscape. If you’re excited about helping more people invest, driving change and innovation, and diving head-first into the unknown; if you see setbacks as fuel for growth and development; and if you believe that laser-focussed effort is the key to making things happen – then this is the role for you.

On a typical day you will work on…

• Client relationship management: build strong relationships with clients, understanding their business needs and commercial objectives, and managing expectations throughout the project lifecycle.

• Onboarding excellence: own the full onboarding and implementation journey, from kick-off to full roll-out, coordinating completion across commercial, legal, operations, and technical work streams.

• Problem solving: identifying root causes of business challenges, developing creative solutions, and presenting recommendations.

• Market expertise: staying updated on industry trends, regulations, and best practices within the investment and wealth tech space.

• Technical expertise: serve as the subject matter expert on our product and API to support integrations and process definition.

• Client enablement: partner with sales and account management to drive opportunities for our onboarding and existing customers, leading solution strategy and laying the groundwork for successful implementations.

• Migration delivery: drive the planning, coordination, and seamless execution of large-scale migrations, working cross-functionality with operations, product, and engineering teams to delivery of commercial objectives.

• Knowledge scaling: create and share best practices, reusable assets, and training materials to enhance go-to-market efficiency, supporting the launch and wider commercial teams.

• Sales support: represent technical, launch, and migration aspects in sales conversations, identify potential blockers and propose solutions.

This role isn’t for you if...

• You rely on a lot of top-down direction. Here, you’ll have a lot of freedom and ownership of your role, and you’ll be expected to shape your own progression 

• You’re not comfortable working in a fast-paced environment. Our speed and scalability are what set us apart; you need to be able to act quickly and think on your feet 

• You struggle to follow through on ideas. We value people who do what they say they will. If you care about something, you have the freedom here to make it happen 

• You don’t like change. You’ll get on great here if you relish the ambiguity of rapid growth and are willing to embrace uncertainty 

What’s in it for you…

We offer a generous mix of benefits for the things that really matter to our people, including:

💰A salary between £60,000 and £80,000 – dependant on experience + reviewed annually 

🌴27 days holiday + bank holidays (some can be flexible) + day off on your birthday + three days (full time) per year for Dependant leave 

💙 Two volunteering days per year  

🏅 Length of service award – one month paid sabbatical at eight years 

✅ 6% employer pension contribution, and life assurance 

🏥 Private medical insurance with AXA Health 

👪 Enhanced Parental leave 

💻 MacBook and up to £500 home office set up budget 

📖 £750 per person learning budget 

🌎 Option to work abroad for up to six weeks a year 

🌻 Health and wellbeing initiatives including free therapy via Wellness Cloud, mental health support via Headspace 

🌱 Strong financial wellbeing focus including access to Octopus Money, Octopus Share Incentive Plan and will writing offering via Octopus Legacy  

🎁 Perkbox – Flexi-points giving you a range of discounts and perks including free weekly coffee, gym and retail discounts

🚲 Access to initiatives like Cycle to Work and Octopus Electric Vehicle Leasing 

Our culture  

We're proud to put people first, creating a culture where we truly listen to what matters most to them. Our transparent and inclusive environment encourages diversity of thought, challenge and experimentation.   

Check out our Glassdoor page for the latest reviews or our LinkedIn for company updates and insights from the team. 

Interview process 

Interviewing is a two-way thing, and we want you to have the time and opportunity to get to know us, as much as we are getting to know you. Our interviews are conversational, so come with questions and be curious.

⏳ We’ll only close this role once we have enough applications for the next stage. Please submit your application as soon as possible to make sure you don’t miss out and you should expect to hear back from us within one to two weeks of applying. 

🌈 Our aim is to build a diverse and inclusive company of awesome people, with unique skills, passions and experiences. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. 

If this sounds like your kind of thing, we encourage you to apply even if you don’t tick every box. We’d love to hear from you!