About Y TREE

We are a rapidly growing WealthTech business that is re-defining how individuals and families connect and engage with their money. We provide our clients with control over their personal finances, enhancing their ability to achieve their financial and life aspirations.

We are harnessing sophisticated portfolio analytics, innovative behavioural psychology and cutting-edge UX/UI to create a revolutionary experience and transformational outcomes for our users. The business was founded in 2017 by three successful entrepreneurs and business-builders with diverse experiences and skill-sets in Technology, Corporate Advice and Investment Management and is backed by some of Europe’s leading investors.

Role Overview

The Com-Dev Executive is a fully outward-facing role focused exclusively on building relationships, generating opportunities, and converting new clients through community engagement. The role has no overall responsibility for reporting, CRM management, or performance tracking, allowing full focus on relationship-building and growth activity.

Responsibilities

• Proactively engage in targeted community-led lead generation, networking, and referral activity.

• Build trusted relationships with prospective clients, introducers; and identify partners.

• Identify, qualify, and progress opportunities through meaningful conversations and needs discovery.

• Represent Y TREE at community events, forums, and professional networks.

• Collaborate closely with advisers and internal teams to ensure a smooth handover and prospect/client experience.

• Maintain strong personal organisation and follow-up discipline while relying on central systems and support for administration.
  

About You

• 7+ years experience in a sales, relationship management, or community engagement role (financial services experience is desirable but not essential).

• Track record of commercial success and hustle.

• Strong interpersonal and relationship-building capability.

• Natural networker with a high level of curiosity and commercial awareness.

• Comfortable working autonomously in an externally focused role.

What's in it for you?

• Once eligible, you'll be able to enroll onto our private healthcare plan through Vitality. This includes perks like 50% off premium gym memberships and access to their exclusive rewards programme.

• Support for your mental health and wellbeing through our employee assistance programme.

• 25 days of annual leave per year. This is 25 days each year where we expect you to turn your phone off and switch off; we would never ask you to book leave for a doctor's appointment or to see your children's school plays. 

• Regular team socials to help you switch off from work and get to know your colleagues in an environment away from your desk. We ensure socials are well-balanced and offer a variety of activities to suit different needs so you always feel welcome.

• A welcoming, dog-friendly London office with appropriate spaces to cater for those with varying needs in the form of various breakout spaces and silent booths.

• A 3% employer pension contribution as standard, with generous additional employer contributions if you choose to make your pension contributions via salary sacrifice

• As well as, a range of family-friendly policies, support towards professional qualifications, electric car schemes and more!

Our mission at Y TREE is to build diversity in our teams; diversity of thought, culture, backgrounds and perspectives. Please come as you are and let us know if there are any reasonable adjustments we can make to support you in your application process. Additionally, if you don't feel you meet 100% of the requirements please apply anyway if you feel you can demonstrate your suitability to the role. Please note, that sponsorship is not available for this role.