Aveni

• Own the Aveni Assist roadmap end-to-end • Balance investment between new capabilities, product quality and platform improvements • Lead continuous discovery with advisers, paraplanners, compliance teams and prospects • Build a deep understanding of customer workflows and translating insight into product decisions • Rapidly validate ideas using prototypes, customer research and experimentation • Own beta programmes for new capabilities • Partner closely with Engineering and Design to translate strategy into delivery plans • Build strong relationships across Engineering, Customer Success, Commercial and Marketing • Use customer feedback, usage analytics and product metrics to guide prioritisation, measure success and improve the product • Stay informed about industry trends, adviser technology and FCA regulation

Role Description This role is responsible for the strategy, roadmap and delivery of Aveni Assist, driving its continued evolution across core adviser workflows including: - Meeting summaries - Document generation - Letters of Authority - Fact finds - Compliance file checking Unlike an early-stage product, Aveni Assist already has an established customer base and a strong market presence. Your focus will be on scaling the product through continuous improvement—enhancing customer workflows, increasing adoption and satisfaction, and delivering measurable value that drives retention and growth. This is a hands-on, high-ownership product role. You'll work closely with the Head of Product (Wealth) on product strategy while independently leading customer discovery, roadmap prioritisation, delivery and release planning. You'll collaborate with Engineering, Design, Customer Success and Commercial teams to ensure we're solving the right problems and delivering the highest-value outcomes. We're looking for someone who enjoys understanding complex customer needs, making evidence-based decisions and building products that customers genuinely value. Qualifications - Proven track record as a Product Manager in a B2B SaaS environment - Experience scaling an established product by improving customer satisfaction, adoption and retention - Demonstrable experience leading customer discovery and translating customer insight into product decisions - Experience working closely with Engineering and Design to deliver high-quality software - Excellent product judgement and strong communication skills - Confidence to make difficult prioritisation decisions, balancing customer needs with commercial objectives - Analytically rigorous, comfortable using both qualitative and quantitative data to inform decisions - Capable of building trusted relationships across technical and commercial teams - Proactive, self-directed and passionate about improving products through continuous iteration and customer feedback Requirements - Experience with AI-powered products or machine learning technologies (valuable) - Experience within financial services, wealth management or other regulated industries (valuable) - Knowledge of FCA Consumer Duty, adviser technology platforms or wealth management workflows (advantageous) - Experience running beta programmes, defining quality standards for AI-generated outputs or contributing to go-to-market activities (beneficial) Benefits Why join Aveni? - Work on genuinely difficult and meaningful problems at the intersection of AI, regulation and financial services - Help shape a product category that is becoming increasingly important as financial institutions move from experimenting with AI to deploying it safely, responsibly and at scale - Real ownership, visibility and the opportunity to influence both product direction and market positioning at an important stage of Aveni’s growth Benefits at Aveni: - Remote-first working across the UK - Company-wide offsites and regular in-person gatherings - Work abroad policy - Optional Personal Development Plan - Flexible benefits platform, so you can choose the benefits that matter most to you - Life insurance, income protection, critical illness cover and pension, with up to 5% matched employer contribution - Private health and dental care At Aveni, we believe diversity drives innovation. We’ve built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you’re passionate about technology and its ability to drive positive change for the future of financial services, we’d love to hear from you. Even if you don’t meet 100% of the requirements, we’d still encourage you to apply if you believe you’d be a great fit.

Role Description This role is responsible for the strategy, roadmap and delivery of Aveni Assist, driving its continued evolution across core adviser workflows including meeting summaries, document generation, Letters of Authority, fact finds and compliance file checking. Unlike an early-stage product, Aveni Assist already has an established customer base and a strong market presence. Your focus will be on scaling the product through continuous improvement—enhancing customer workflows, increasing adoption and satisfaction, and delivering measurable value that drives retention and growth. This is a hands-on, high-ownership product role. You'll work closely with the Head of Product (Wealth) on product strategy while independently leading customer discovery, roadmap prioritisation, delivery and release planning. You'll collaborate with Engineering, Design, Customer Success and Commercial teams to ensure we're solving the right problems and delivering the highest-value outcomes. We're looking for someone who enjoys understanding complex customer needs, making evidence-based decisions and building products that customers genuinely value. What you'll be doing - Own the Aveni Assist roadmap end-to-end, balancing investment between new capabilities, product quality and platform improvements to maximise customer and commercial impact. - Lead continuous discovery with advisers, paraplanners, compliance teams and prospects, building a deep understanding of customer workflows and translating insight into product decisions. - Rapidly validate ideas using prototypes, customer research and experimentation, reducing delivery risk before committing engineering effort. - Own beta programmes for new capabilities, working closely with customers to gather structured feedback and determine when features are ready for general release. - Partner closely with Engineering and Design to translate strategy into clear delivery plans, maintaining a healthy backlog and ensuring features are released with a high standard of quality. - Build strong relationships across Engineering, Customer Success, Commercial and Marketing, acting as a trusted voice for the product and ensuring customer insight informs decision-making across the business. - Use customer feedback, usage analytics and product metrics to guide prioritisation, measure success and continually improve the product. - Stay informed about industry trends, adviser technology, AI developments and FCA regulation, ensuring Aveni Assist continues to lead the market. Qualifications - Proven track record as a Product Manager in a B2B SaaS environment. - Experience scaling an established product by improving customer satisfaction, adoption and retention. - Demonstrable experience leading customer discovery and translating customer insight into product decisions. - Experience working closely with Engineering and Design to deliver high-quality software. - Excellent product judgement and strong communication skills. - Confidence to make difficult prioritisation decisions, balancing customer needs with commercial objectives. - Analytically rigorous, comfortable using both qualitative and quantitative data to inform decisions. - Capable of building trusted relationships across technical and commercial teams. - Proactive, self-directed and passionate about improving products through continuous iteration and customer feedback. Nice to have - Experience with AI-powered products or machine learning technologies. - Experience within financial services, wealth management or other regulated industries. - Knowledge of FCA Consumer Duty, adviser technology platforms or wealth management workflows. - Experience running beta programmes, defining quality standards for AI-generated outputs or contributing to go-to-market activities. Benefits Why join Aveni? - Work on genuinely difficult and meaningful problems at the intersection of AI, regulation and financial services. - Help shape a product category that is becoming increasingly important as financial institutions move from experimenting with AI to deploying it safely, responsibly and at scale. - Real ownership, visibility and the opportunity to influence both product direction and market positioning at an important stage of Aveni’s growth. Benefits at Aveni: - Remote-first working across the UK. - Company-wide offsites and regular in-person gatherings. - Work abroad policy. - Optional Personal Development Plan. - Flexible benefits platform, so you can choose the benefits that matter most to you. - Life insurance, income protection, critical illness cover and pension, with up to 5% matched employer contribution. - Private health and dental care. At Aveni, we believe diversity drives innovation. We’ve built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you’re passionate about technology and its ability to drive positive change for the future of financial services, we’d love to hear from you. Even if you don’t meet 100% of the requirements, we’d still encourage you to apply if you believe you’d be a great fit.

• Own the Agent Approve and Detect product roadmaps end to end • Lead continuous discovery with customers, prospects and internal stakeholders • Translate ideas and customer problems into low- and high-fidelity prototypes • Work closely with engineering and design to turn strategy into well-defined delivery plans • Build strong relationships across engineering, commercial, customer success and marketing • Stay close to industry trends, regulatory developments and competitor activity • Use data and metrics to inform prioritisation and measure success of shipped features

Role Description This is a remote position. Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers, and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We're looking for an experienced Strategic Partnerships Lead to define and execute one of the most important growth strategies within our business. The Opportunity: - This is not a traditional partner sales or channel management role. - At Aveni, partnerships are a strategic growth engine. - We're looking for someone who can identify, build, and develop a carefully selected group of high-value partnerships that create long-term commercial success. - Reporting to the Chief Commercial Officer, you'll take ownership of our enterprise partnership strategy, developing joint propositions, creating commercial partnership models, and working with leading consultancies, technology providers, systems integrators, and strategic industry partners to accelerate our growth. - You'll be equally comfortable defining strategy, influencing senior stakeholders, and rolling up your sleeves to make things happen. What You'll Be Doing: - Define and lead Aveni's enterprise partnership strategy. - Identify and secure strategic partnerships that accelerate business growth. - Develop joint go-to-market propositions and commercially attractive partnership models. - Design revenue-sharing, referral, OEM, and white-label opportunities where appropriate. - Build trusted relationships with senior stakeholders across partner organisations. - Deliver a multi-million-pound revenue target through partnership-led initiatives. - Work closely with Sales, Product, Customer Success, and Marketing to ensure successful execution. - Influence product strategy by bringing market and partner insight into roadmap discussions. - Develop partnership governance, KPIs, and best-practice operating models. - Mentor and develop partnership capability as the function grows. Qualifications - Significant experience building and leading partnership strategies within a scaling B2B SaaS or AI business. - A proven track record of delivering ARR growth through strategic partnerships. - Experience creating commercial partnership models and joint go-to-market strategies. - Strong knowledge of partnership ecosystems including consultancies, systems integrators, technology providers, and industry advisers. - Experience working with senior executives and navigating complex stakeholder environments. - A background in fast-moving software businesses where you've combined strategic thinking with hands-on execution. - Experience mentoring or leading partnership teams. - Experience within Financial Services, compliance, risk, or regulated markets would be advantageous, as would experience supporting enterprise AI deployments. Benefits - Remote-first working across the UK. - Work abroad policy. - Co-working spaces available. - 34 days' holiday (including flexible bank holidays) plus your birthday off. - Company-wide off-sites. - Personal development opportunities. - Flexible benefits platform. - Private healthcare and dental cover. - Life assurance, income protection, and critical illness cover. - Pension with up to 5% employer matching. - Enhanced family leave. - Potential share options.

• Build and optimise LLM-powered systems • Architect, fine-tune and optimise machine learning models including LLMs and classical ML approaches • Experiment with modern architectures such as Transformers and Mixture-of-Experts • Apply efficient training and fine-tuning techniques including LoRA and parameter-efficient methods • Develop robust evaluation approaches to measure model quality and reliability • Develop scalable AI systems • Build and deploy production-grade NLP pipelines and services • Ensure models operate efficiently with low latency and high availability • Integrate models into scalable cloud infrastructure and real-world applications • Lead the acquisition, processing and governance of large structured and unstructured datasets • Apply exploratory data analysis and validation techniques to improve training pipelines • Ensure data privacy and governance standards suitable for financial services • Contribute to DevOps and MLOps pipelines • Implement robust version control, testing and CI/CD workflows • Support reliable deployment and monitoring of models in production environments • Mentor engineers and contribute to the technical growth of the team • Work closely with product, engineering and data teams to deliver AI solutions • Stay at the forefront of AI and NLP research, applying new approaches where they add value

• Lead Aveni's engagement with Tier 1 financial services organisations, acting as a trusted advisor to senior stakeholders while driving growth, retention and expansion across our largest accounts. • Define and lead Aveni's strategy for expanding within large-scale financial institutions. • Act as the executive sponsor and trusted advisor for Aveni's most important customer relationships. • Partner closely with Sales teams on major opportunities, RFIs, RFPs and executive presentations. • Provide strategic market insight that influences product strategy and roadmap decisions.

Role Description This is a remote position. We're looking for an experienced Senior Strategic Account Manager to own and grow a portfolio of Tier 1 Financial Services clients. You'll be responsible for: - Developing trusted executive relationships - Driving customer adoption, renewals, and expansion - Ensuring customers achieve measurable business value from Aveni's AI platform Working closely with Sales, Customer Success, and Product, you'll play a pivotal role in: - Maximising long-term customer value - Identifying growth opportunities - Representing the voice of the customer across the business Qualifications - Enterprise SaaS, software, or AI account management experience - A proven track record of growing strategic customer accounts - Driving renewals and increasing customer retention - Experience working with large Financial Services organisations - Excellent stakeholder management and executive communication skills - Strong commercial negotiation, planning, and relationship-building capability - A proactive, customer-focused mindset - A passion for delivering exceptional customer outcomes Requirements - Experience within AI, compliance, or regulated technology (Nice to Have) - An established network across UK Financial Services (Nice to Have) - Experience navigating enterprise procurement processes and complex commercial negotiations (Nice to Have) Benefits Why join Aveni? - Work on genuinely difficult and meaningful problems at the intersection of AI, regulation, and financial services - Help shape a product category that is becoming increasingly important - Play a key role in helping some of the UK's largest financial institutions realise the value of AI - Have real ownership, visibility, and the opportunity to influence product direction and market positioning Benefits at Aveni: - Remote-first working across the UK - Company-wide offsites and regular in-person gatherings - Work abroad policy - Optional Personal Development Plan - Flexible benefits platform - Life insurance, income protection, critical illness cover, and pension, with up to 5% matched employer contribution - Private health and dental care Company Description Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers, and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We've been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors and commercially supported by major financial institutions, we're scaling quickly as adoption of AI in financial services accelerates. Our platform helps some of the UK's largest financial institutions deploy AI safely within FCA-regulated environments, powering everything from compliance monitoring to AI-driven adviser guidance.

• Working closely with clients to understand strategic objectives, operational challenges and implementation requirements • Translating client needs into clearly defined deliverables for engineering and product teams • Supporting implementation planning, including milestones, timelines and stakeholder updates • Acting as a key point of contact throughout the client implementation lifecycle • Managing and triaging technical issues, feedback and readiness activities during deployment • Supporting testing and quality assurance activities to ensure successful solution delivery • Providing post-implementation support during agreed support periods and peak delivery phases • Collaborating cross-functionally with Product, Engineering, Account Management and Customer teams to ensure successful outcomes

Role Description This is a remote position. Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. The Role We’re looking for a Technical Platform Owner to sit at the heart of our Platform Engineering function, the team responsible for building the shared foundations that power every Aveni product. This is a newly created role, designed to bring structure, clarity and momentum to a rapidly scaling engineering environment. - Acting as the primary intake point for platform requests coming from product teams and stakeholders. - Running requirements workshops to turn high-level product goals into clearly scoped platform initiatives. - Owning sprint planning, backlog refinement and quarterly planning across multiple platform squads. - Collaborating closely with engineers and technical leads to shape work items with the right technical depth and acceptance criteria. - Managing competing priorities across multiple engineering domains while maintaining delivery quality and alignment. - Communicating platform roadmap progress, delivery status and risks clearly to both technical and non-technical stakeholders. - Identifying inefficiencies in platform workflows and improving how work moves through the organisation. - Using AI tooling and automation to improve engineering coordination, delivery visibility and operational efficiency. Qualifications - Previous experience as a Technical Product Owner, Technical Programme Manager, Engineering Delivery Lead, or similar role within a software engineering environment. - A background in software engineering or hands-on technical delivery, with the ability to build credibility quickly with engineering teams. - Experience coordinating work across multiple engineering squads or technical domains simultaneously. - Strong facilitation and stakeholder management skills, with the confidence to lead technical discussions and planning sessions. - The ability to bring structure and clarity to ambiguous or fast-moving problems. - Familiarity with cloud-native architectures and distributed systems. - Experience working in modern engineering environments using technologies such as AWS, Node.js and Python. - A collaborative mindset with strong communication skills and a pragmatic approach to delivery. Benefits - Remote-first working across the UK. - Work abroad policy. - Co-working spaces available. - 34 days holiday (including flexible bank holidays) and your birthday off. - Company-wide off-sites. - Optional Personal Development Plan. - Flexible benefits platform. - Protection essentials including Life Insurance, Income Protection, Critical Illness cover, and Pension (up to 5% matched employer contribution with optional increased contributions). - Private health and dental care. - Potential share options. - Enhanced family leave.