Strategy and Partnerships Associate, Octopus Money
£60-70k
More information about location
3+ days a week in office
Making advice and investing accessible for all
Job no longer available
Making advice and investing accessible for all
101-200 employees
Job no longer available
£60-70k
More information about location
3+ days a week in office
101-200 employees
Company mission
To become the most recommended financial services business in the UK.
Role
Who you are
- ✅ Strong problem-solving and commercial reasoning, comfortable building a view from incomplete information and ambiguity
- ✅ A bias to action — gets things done fast, without waiting for perfect information or formal process
- ✅ Someone who gets satisfaction from delivery, with excellent organisational and planning skills
- ✅ Good analytical abilities and experience in financial modelling
- ✅ Excellent stakeholder management and communication skills, with a customer-first instinct and the ability to work with anyone
- ✅ Thrives in a high-challenge, fast-learning environment – with the ability to context-switch easily across of initiatives
- ✅ Automate-first mindset — embeds AI into everyday work to move faster
- We encourage you to apply even if you don’t tick every box
Desirable
- Experience in a startup or scale-up
- Background in management or strategy consulting, financial services, or proven experience driving commercial outcomes
What the job involves
- The strategy team sits at the centre of Octopus Money and keeps the company focused, fast-moving and joined up – running the operating rhythm that lets the rest of the business execute, and stepping in on the commercial priorities that matter most to the CEO
- This is a role defined by variety: you’ll be at the strategic heart of the business, and move between evaluating new commercial opportunities and delivering cross-functional initiatives that drive the company’s business plan forward
- It’s a great fit for someone who enjoys ownership, problem solving and working across the whole business rather than staying in one lane
- Evaluating and setting up new inbound business opportunities - spanning partnerships, new product lines, and more
- Maintaining the operating rhythm of the company — including setting and tracking OKRs throughout the year
- Delivering cross-functional initiatives across people, data and transformation
- Turning ambiguous, fast-moving priorities into clear analysis and recommendations for leadership
- Reporting into the Chief of Staff, you’ll work directly with the CEO and leadership team across the business, helping us move faster and stay focused on what matters most
Application process
- An intro call to get to know you
- A competency-based interview with the hiring manager
- A problem solving interview with a short task presentation
- A conversation with our CEO focused on how you work and what you value
- We’ll keep it simple and respectful of your time, and you’ll meet the people you’ll actually work with. Our average process takes around four weeks but we’ll always work around your availability
Salary benchmarks
Our take
Money shapes every part of life. Yet most people never get the support they need: Half of Brits reach retirement age without enough to live the the life they want, financial stress is a leading cause of poor mental health, only 8% of people have access to 1-to-1 financial advice. There's no shortage of information and what people actually need is clarity, guidance and a plan that makes sense to them.
That's where Octopus Money comes in. They bring together financial planning, investment expertise and smart technology so people can understand their options and take action with confidence.
They help build a clear plan for their savings, investments and pensions and make investing simple with managed portfolios built by experts. On top of this, they also support employers who want their teams to feel more secure and comfortable. So while some people may need regulated advice, others coaching, or both, their service adapts to every use case.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- 18 day “work from anywhere” allowance every year (you can choose to work from home or anywhere, including other countries)
- 6% company pension
- Enhanced maternity, paternity, adoption or shared parental leave, if you’ve been with us for at least 15 months: 6 months fully paid leave for primary carers, 2 months fully paid leave for secondary carers
- Private health insurance through Aviva
- Employee Assistance Programme offering a 24/7 confidential advice line for you and your immediate family members
- Discretionary up to 10% bonus at the end of each financial year, based on the performance of the company
- Access to the Octopus Group Share Incentive Plan
- Paid therapy via Spill
Company values
- Make Every Conversation Matter - We care deeply about how we make customers and colleagues feel – on every call, email, screen and event. It won’t always be perfect, but we’ll always work harder to keep making it better.
- Move with Urgency and Focus - We’re impatient to make remarkable things. We focus on what matters most, make fast initial progress and then iterate forward.
- Own It - We take full ownership of our work – from the smallest detail to the final outcome. We have the courage to break new ground, to hold ourselves and each other accountable, to tackle challenges head-on and find solutions that make a lasting impact.
Company HQ
Holborn, London, UK
Articles
Leadership
Dan Marsh
(CEO)Dan joined Octopus in 2014 and quickly progressed through sales leadership roles to board level positions across the portfolio. Made CEO of Octopus Money in 2026.
Diversity, Equity & Inclusion at Octopus Money
- 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, or disability status.
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