About the Role
WIZE is seeking a Managing Director, United Kingdom to establish and grow the UK business. This role involves taking the business into a new market, focusing on product as a competitive advantage, protecting recurring revenue, and leveraging AI for structural distance. You will own UK client and partner relationships, build the commercial motion from the ground up, and collaborate with leadership to ensure the platform meets UK market needs.
Responsibilities
- Build the foundation of the UK subsidiary and define WIZE's expansion into the UK market.
- Own the execution of WIZE's UK strategy, market positioning, and competitive response.
- Drive UK revenue and ARR growth, including new customer acquisition, expansion, pricing, and recurring revenue development.
- Build and execute the UK go-to-market motion, including local presence, bank and partner relationships, and pipeline development.
- Serve as the primary executive relationship owner for key UK clients, bank partners, and influencers.
- Develop and deepen strategic partnerships across the UK wealth management ecosystem.
- Anticipate client needs and identify opportunities for company footprint expansion within existing UK clients.
- Identify AI-driven opportunities to reposition the product and create durable competitive distance.
- Represent the needs of the UK market in product roadmap discussions.
- Contribute to a credible AI roadmap, embedding AI as an operational and product advantage.
- Champion AI-first product thinking, identifying where automation, predictive insights, and intelligent workflows create differentiation.
- Partner with leadership to align roadmap, packaging, and pricing tiers with UK commercial needs.
- Gather structured feedback from UK prospects, clients, and partners and translate it into commercial and product recommendations.
- Define and implement the UK commercial development strategy.
- Oversee UK financial performance, budgeting, and resource allocation.
- Prepare and manage the UK commercial budget and resource plan.
- Manage risk across operations, contracts, and market dynamics.
- Build and lead a high-performing UK sales team, elevating talent density and addressing underperformance.
- Establish decision rights, execution cadences, and accountability frameworks.
- Communicate clearly and proactively with the CEO on business performance, strategic priorities, pipeline development, and market conditions.
- Coordinate closely with WIZE's Geneva-based product, technology, implementation, client service, compliance, and operational teams.
Requirements
- Commercially-led WealthTech operator with deep roots in the UK wealth management software market.
- Leads with an AI-first mindset and is energized by creating lasting business value.
- Has personally owned a revenue number, built a commercial motion from scratch, and opened a new geography.
- Held senior commercial responsibility at a software company serving wealth managers, private banks, or asset managers.
- Track record of treating product as a primary strategic lever.
- Experience closing complex, relationship-driven deals at a senior level.
- Led an organization through at least one meaningful inflexion point.
- Proactively repositions ahead of market pressure.
- Makes difficult commercial and talent decisions for the long-term health of the business.
- Understands how to grow recurring revenue and protect retention.
- Sees AI not as a feature but as a structural advantage embedded in how they sell, operate, and create enduring competitive distance.
- Owned the P&L or revenue number of a B2B SaaS, FinTech, or vertical software business, with direct accountability for revenue growth, retention, and margin expansion.
- 7–10+ years of senior commercial leadership at a software or technology company, including direct responsibility for selling to, managing, or delivering to wealth managers, private banks, or asset managers.
- Direct experience in wealth management software or Portfolio Management Systems, or adjacent FinTech / WealthTech.
- Experience at a direct competitor carries immediate credibility.
- Deep knowledge of the UK wealth management ecosystem and existing relationships with key buyers and influencers.
- Has built a go-to-market motion in a new geography: hiring local talent, establishing partnerships, and opening a market.
- Led an organization through a meaningful inflexion point, such as a competitive situation, building a business from scratch, pricing repositioning, or commercial professionalisation.
- Demonstrated AI conviction: shipped product capability, embedded operational tooling, or led sustained AI experimentation with clear conviction about where it creates durable value.
- Comfortable building and leading a local commercial operation within a company of roughly 30 to 80 people in an investor-backed setting.
- Able to operate entrepreneurially while working within a jointly agreed strategy and governance framework.
- Fluent English is essential.
- French is a significant advantage.
- Based in the UK, ideally within reach of London.
- Able to commit to regular on-site presence in Geneva.
Skills
- AI-first mindset
- Commercial strategy
- Revenue growth
- Market positioning
- Go-to-market strategy
- Client relationship management
- Partnership development
- Product roadmap contribution
- AI roadmap development
- Financial performance oversight
- Budgeting
- Resource allocation
- Risk management
- Team leadership
- Talent management
- Decision-making
- Communication
- Collaboration
- Entrepreneurial operation
Location
- United Kingdom
- Geneva
Work Type
- Full-time
- On-site (Geneva)
Experience Level
- Senior commercial leadership
- 7-10+ years
About the Company
- Banyan Software is a permanent home for software businesses serving specialized industries, focused on acquiring, building, and growing companies worldwide through AI expertise and operational discipline.
- The Banyan Software Foundation is endowed with $100 million in Banyan stock to build a greener and more equitable world.
- Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500.
- Founded in 2016 and headquartered in Atlanta, Banyan operates over 100 portfolio companies across North America, the UK, EU, and APAC.
- WIZE is the leading all-in-one Portfolio Management System for Swiss boutique wealth managers, External Asset Managers, and family offices.
- Founded in Geneva in 2010, WIZE has earned a trusted position through deep product capability and a differentiated back-office outsourcing service.
- WIZE operates on a highly recurring subscription model and holds a strong position within its vertical.
- WIZE is now entering its first chapter of international ownership under Banyan Software, combining product depth and client trust with Banyan's operational and AI expertise.
Equal Opportunity
- Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve.
- As a collective, our goal is to impact lasting change through our actions.
- Together, we unite for equality and equity.
- Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability.
- We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.
