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EXANTE

Head of Commercial — Wealth Segment

Posted 3 months ago
10+ years experience
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AI Summary

Drive the commercial performance of the wealth segment client book through pricing, segmentation, and cost optimization. The role holds full P&L responsibility and involves collaborating cross-functionally to enhance customer lifetime value and reduce churn.

Company & Culture

EXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure, driving value through innovative technology. Our bespoke, internally engineered trading platform provides seamless access to a diverse range of financial instruments, including stocks, ETFs, bonds, futures, and options, all within a single, multi-currency account.

As a rapidly expanding global firm with over 700 talented employees from 70+ nationalities across 70 locations, we are a frontrunner in the financial sector. Our investment priorities are clear: We prioritize investing in our most valuable asset—our people. Join us in shaping the future of finance.

Company & Culture 

EXANTE is a pioneering wealth tech company that delivers cutting-edge centralised trading solutions and robust B2B financial infrastructure, driving value through innovative technology. Our proprietary trading platform offers seamless access to diverse financial instruments—including stocks, ETFs, bonds, futures, and options—all within a single, multi-currency account. 

We cultivate a culture that transcends the ordinary, where rapid responses to market dynamics and proactive problem-solving are the norm. At EXANTE, the potential to make a meaningful impact is ever-present. Our team members continuously pursue personal and professional growth, empowered to spearhead change across people, processes, and products. True innovation stems from an insatiable desire for improvement, and everyone at EXANTE is committed to fostering this spirit and propelling the company forward. 

As a rapidly expanding global firm with over 600 talented employees from 65 nationalities across 70 locations, we are a frontrunner in the financial sector. Our investment priorities are clear: We prioritise investing in our most valuable asset—our people. Join us in shaping the future of finance. 

About the Role

To drive the commercial performance of EXANTE’s wealth segment client book through pricing, segmentation, product and cost optimization, with full P&L responsibility for the wealth segment. 

Reporting line: Chief Operations Officer

Worksite: Remote

Responsibilities

  • Pricing strategy — set and own the pricing strategy across the wealth segment client book.
  • Client segmentation — segment the wealth book and design differentiated propositions by segment.
  • Competitive benchmarking — run continuous benchmarking against wealth-segment peers.
  • Product development — target profitable client segments, working with the relevant trading and product desks.
  • Cost optimisation — review and optimise the economics of serving the wealth segment.
  • Customer economics — take a data-driven approach to lifetime value, churn and pricing experimentation, in partnership with Technology.
  • Cross-functional cooperation — work closely with Sales and Relationship Managers, Compliance, Risk, Treasury and Technology.
  • Pathway to extend — grow the remit across all EXANTE client segments once wealth performance is established.

Experience

  • 8–15 years’ experience in revenue management, pricing or commercial product roles at a brokerage, exchange, neobank or fintech serving wealth, premium or retail segments.
  • Client-book economics — direct experience optimising the economics of a trading or investment client book is essential.
  • Strong quantitative skills — pricing analytics, segmentation, experimentation and customer-economics modelling.
  • Track record of uplift — demonstrable, measurable commercial uplift through pricing, segmentation, product or cost changes.
  • Regulatory knowledge — working knowledge of MiFID II and equivalent retail-conduct regimes, including FCA Consumer Duty, sufficient to navigate pricing and product governance without friction.
  • Fluent English — mandatory.
  • Commercial and hands-on — data-driven, comfortable operating with a lean team and with full accountability for a P&L.

What we offer

  • Competitive salary that reflects your experience and the value you bring.
  • Flexibility that fits your life — work from home, from our office, or a mix of both. You decide what works best.
  • Flexible benefits package — choose the options that suit your life, not a one-size-fits-all bundle.
  • A genuinely good place to work — an informal, collaborative culture where ideas are heard and bureaucracy stays out of your way.
  • Continuous learning — ongoing training, education programs, and the support to deepen your expertise in a fast-moving industry.
  • Connection beyond your desk — events that bring our teams together to network and celebrate.
  • Global exposure — work side by side with talented colleagues from all over the world, across a business serving clients in 100+ countries.

A group of disruptive technology experts created EXANTE. With an impressive track record in the industry and knowledge of the markets, our systems are built to democratize access to global financial instruments for professional traders and institutional investors.

Through our robust, cutting-edge trading platforms, you can offer clients access to comprehensive, global financial instruments and investment possibilities while keeping their data safe and private.

 

EXANTE  is a global prime broker backed by proprietary technology and dedicated service. All regulated group companies and fully controlled affiliates and subsidiaries are committed to compliance with data protection laws, including the GDPR. We process personal data in line with the GDPR principles of fairness, purpose limitation, transparency, data minimisation, storage limitation and deletion, accuracy, confidentiality and integrity, and accountability. We rely on legitimate interests to assess and manage your application, after determining that our interests are not overridden by your rights and interests. You have the rights of access, rectification, data portability, erasure, restriction of processing, and objection to processing. To exercise your rights or contact our Data Protection Officer, please see our GDPR policy at https://exante.eu/gdpr/.

We retain recruitment data only for as long as necessary for the purposes described above, after which it will be securely deleted unless we are required to keep it longer to comply with law or you consent to a longer retention.

Where personal data is transferred outside the EEA, it will be protected to a standard at least equivalent to that sought by the GDPR. Personal data is safeguarded by technical and organisational measures that are reviewed and updated regularly. This website is not intended for individuals under 18 and we do not knowingly collect data relating to children .

 

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