Are you a sharp, strategic, operationally minded leader? We’re looking for someone who can deliver transformational projects in partnership with the UK’s most significant financial services firms. You’ll be leading the way in bringing money advice to the masses, transforming lives for millions of customers. 

About Octopus Money

At Octopus Money, we’re on a mission to make money advice accessible to all – because the right advice can turn your life dreams into reality.

The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice.

There’s plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money!

With Octopus, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more. Then, we make it easy to invest in a custom portfolio, managed by experts.

We believe everyone deserves personal, 1-to-1 advice with their money..

The role and opportunity 

We’ve spent many years delivering affordable and engaging money advice to thousands of customers. We’re now on a mission to transform millions of lives by partnering with the UK’s most significant financial services businesses and helping them adopt our approach so they can deliver the same transformational outcomes for their customers as we’ve been doing for years. 

This is the first role of its kind in the business. You will not only run our first projects, you’ll also shape the function and create the blueprint for the future. 

In this role, you will own the end-to-end implementation of a project, working alongside our sales and proposition teams.  You'll be responsible for delivering the project plan, managing relationships across teams and ensuring smooth execution. This requires developing a strong understanding of our business, its interdependencies, and how client experience comes together. You’ll also spot opportunities to evolve our proposition and be our eyes and ears with new customer groups. 

This is a hands-on role where you’ll balance multiple stakeholder priorities, have the gravitas to have difficult conversations with senior stakeholders, tackle ambiguous challenges, and shape the future of financial services.

Day to day you will be:

• Leading large-scale delivery programs, ensuring smooth execution and top notch communications.
• Owning the commercial outcomes for a partnership, taking pride in both customer happiness and margin generation.
• Working with senior stakeholders in commercial, customer, technology, strategy, operations and legal teams to align goals, plan the project and drive progress and momentum.
• Spotting opportunities for growth and influencing decision-makers to act on them.
• Handling tough conversations and complex negotiations with confidence.
• Adapting quickly to different business contexts and regulatory environments.
• Keeping projects on track with clear communication, strong organisation, and structured governance.
• Driving improvements that make a real difference to our business and clients.
• Shaping our growth strategy and product through learnings from your work with each partner and by collaborating internally to explore the art of the possible

About You

You’re strategic & commercial You see the bigger picture and know how to create value. You spot opportunities where others see problems and can influence key decisions. You are laser focused on delivering good commercial outcomes and leverage your creativity and soft skills to deliver this commercial success. 

You’re a strong communicator You simplify complexity and bring clarity. Whether in boardrooms or project meetings, you make your point with confidence and handle tough conversations smoothly.

You’re adaptable & resilient You thrive in fast-changing environments, pivoting quickly and staying composed under pressure. Change doesn’t faze you—it drives you.

You’re highly organised You juggle multiple workstreams, keep everything running smoothly, and ensure no detail is missed. You get things done.

You make things happen You don’t just strategise—you execute. You turn ideas into action and deliver results that matter.

Experience required

• Worked in strategy consulting, change delivery or similar 
• Experience in wealth management, financial advice or banking 
• Good understanding of technology and various use cases

Nice to have (but not necessary) #LI-DNI

• Delivered SaaS implementations at large organisations 

In return for your contribution we offer a base salary of £75,000 - £110,000 DOE + benefits

Please note, as a regulated business we are required to run background checks for all employees which covers adverse financial and unspent convictions. These will only take place upon a successful job offer.

About Octopus Group 

Octopus is a group of companies which invests in the people, ideas and industries that will help to change the world. We collectively believe that the companies serving two of our most important needs – our financial wellbeing and our planet’s future – are failing. And we want that to change. We want everything we do, whether that’s in financial services or energy supply, to have a positive impact on the people it touches. The energy supply business - Octopus Energy is the #1 rated UK energy supply business, and the only one to be recommended by Which? three years in a row.

Perks & Benefits

Make a difference We're on a mission to help millions of people improve their finances. Seeing the impact we can make on our client's lives is deeply rewarding, and motivates the whole team to keep doing more to improve our service. Our client feedback is extremely positive, with a rating of 4.8 out of 5 on Vouchedfor.

Flexible working We currently operate a hybrid model which is a mix of office and remote. You'll have the option of working from home 2 days per week (Monday and Friday) with the remainder from our central London office in Holborn.

Work from anywhere We give an 18 day work from anywhere allowance to swap out the on site days or take some time working from another country. Due to regulations this does not apply to individuals that give regulated financial advice.

Join a great team We're a diverse team with decades of experience in financial services and a proven track record. We believe in treating everyone with transparency and respect.

Rapidly grow your career We believe in hiring people who are better than us, and giving them opportunities to achieve great things. As we continue to scale up, there will be opportunities for ambitious new joiners to demonstrate their skills and take on bigger roles.

Share incentive plan and team bonus Being part of Octopus we benefit from the group share incentive plan which means we can buy shares via salary sacrifice. For those who are not commission based we offer a team bonus of up to 10% provided we meet our team goals. The % allocation is determined on the basis of our collective performance.

Pension, enhanced parental leave, private medical insurance & other benefits As an Octopus Money employee you'll get access to a company pension, enhanced parental leave (after 15 months), PMI, day off for your birthday and other benefits to make sure you're healthy and happy, now and in the future! 

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We believe in equal financial education for everybody, no matter their background. We pride ourselves on building an inclusive working environment where diversity is celebrated.

We do not and never will discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other protected characteristic.