Description
<div class="content-intro"><p>Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. We are on a mission to acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology 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 more than 100 portfolio companies across North America, the UK, EU, and APAC.</p>
<div id="fortidlp-input-element-parent"></div></div><p>Banyan Software is the best permanent home for software businesses that serve specialised industries, their employees, and their customers. We are on a mission to acquire, build, and grow great companies worldwide, helping them modernise through shared AI expertise and operational discipline. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world. Banyan is a Great Place to Work Certified company, 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 more than 100 portfolio companies across North America, the UK, the EU, and APAC.</p>
<p><strong>About WIZE</strong></p>
<p>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 in a relationship-driven market through deep product capability and a differentiated back-office outsourcing service that competitors have not replicated. The company operates on a highly recurring subscription model, holds a strong position within its vertical, and is in excellent operating shape. WIZE is now entering its first chapter of international ownership under Banyan Software, combining more than fifteen years of product depth and client trust with the operational and AI expertise of a global software group.</p>
<p><strong>The Opportunity</strong></p>
<p>You will join WIZE directly as Managing Director, United Kingdom, reporting to the CEO of WIZE, with responsibility for establishing and growing the UK business. This is a value-creation mandate, not a turnaround. . You will take the business into a new market, with the United Kingdom as the primary prize. The product has to remain the primary competitive advantage, the recurring revenue base has to be protected, and the opportunity to create structural distance through AI is real.</p>
<p>You will own the UK client and partner relationships, build the commercial motion from the ground up, and partner with the CEO and product and technology leader to ensure the platform addresses the needs of the UK market.</p>
<p>You will have substantial authority over the execution of the agreed UK strategy. Key commercial development decisions, including market positioning, target segments, pricing, partnerships, resource allocation, and major commercial commitments, will be decided jointly with the CEO.</p>
<p>You will do this with the long-term backing of a permanent-capital owner, free from the pressure to flip the business.</p>
<p><strong><br></strong><strong><br></strong><strong><br></strong><strong><br></strong><strong><br></strong><strong><br></strong><strong><br></strong><strong>What You Will Own</strong></p>
<p><strong>Commercial & Revenue Growth</strong></p>
<ul>
<li>Build the foundation of the UK subsidiary and work closely with the CEO to define WIZE's expansion into the UK market.</li>
<li>Own the execution of WIZE's UK strategy, market positioning, and competitive response in the wealth management software market.</li>
<li>Drive UK revenue and ARR growth with direct accountability across new customer acquisition, expansion, pricing execution, and the development of recurring revenue.</li>
<li>Build and execute the UK go-to-market motion from the ground up: local presence, bank and partner relationships, and a repeatable pipeline where little exists today.</li>
<li>Serve as the primary executive relationship owner for key UK clients, bank partners, and influencers, ensuring high levels of client satisfaction, retention, and contract renewal.</li>
<li>Develop and deepen strategic partnerships across private banks, discretionary fund managers, and the wider UK wealth management ecosystem.</li>
<li>Anticipate client needs and proactively identify opportunities to expand the company's footprint within existing UK </li>
<li>Identify AI-driven opportunities to reposition the product and create durable competitive distance within the WealthTech vertical, working with the CEO and product and technology leader to assess and prioritise them.</li>
</ul>
<p><strong>Product & Technology</strong></p>
<ul>
<li>Represent the needs of the UK market in product roadmap discussions, ensuring that market feedback reflects the needs of boutique wealth managers and the competitive dynamics of the Portfolio Management Systems market.</li>
<li>Contribute to a credible AI roadmap. AI must be embedded as a genuine operational and product advantage, not a roadmap line item.</li>
<li>Champion AI-first product thinking, identifying where automation, predictive insights, and intelligent workflows create durable differentiation for UK clients.</li>
<li>Partner closely with the CEO and CPTO so that the roadmap, packaging, and pricing tiers align tightly with UK commercial needs.</li>
<li>Gather structured feedback from UK prospects, clients, and partners and translate it into clear commercial and product recommendations.</li>
</ul>
<p><strong>Team & Operations</strong></p>
<ul>
<li>Define and implement the UK commercial development strategy jointly with the CEO.</li>
<li>Oversee the UK financial performance, budgeting, and resource allocation to ensure sustainable profitability. Prepare and manage the UK commercial budget and resource plan, subject to approval by the CEO and Chief Revenue Officer, to ensure sustainable growth.</li>
<li>Manage risk across operations, contracts, and market dynamics; respond decisively to changes in the competitive or regulatory landscape </li>
<li>Build and lead a high-performing UK sales team, elevating talent density and making hard calls on underperformance with speed and directness, while protecting the trust-based culture that makes WIZE what it is.</li>
<li>Establish decision rights, execution cadences, and accountability frameworks that enable the business to sustain higher growth.</li>
<li>Communicate clearly and proactively with the CEO on business performance, strategic priorities, pipeline development, and market conditions.</li>
<li>Coordinate closely with WIZE's Geneva-based product, technology, implementation, client service, compliance, and operational teams.</li>
</ul>
<p><strong>What We Are Looking For</strong></p>
<p>The Managing Director we are looking for is a commercially-led WealthTech oper
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