Head of Commercial — Wealth Segment
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.
