Enterprise Delivery Lead

About the team

Otto is redefining how financial advisers work. We're building the copilot for wealth managers — an AI-powered platform that automates manual work like meeting transcription, report writing, onboarding, and client communications, freeing advisers to focus on what matters most: building relationships and delivering personalised advice.

Our mission is to modernise the wealth management industry, replacing outdated systems with intelligent, seamless workflows. We build high-leverage tools that let small teams have an outsized impact — both for our customers and within our own company.

We're a fast-growing, Sequoia-backed startup already making waves in wealth management, recently featured in the Financial Times for our pioneering work in Agentic AI.

About the role

We're looking for an Enterprise Delivery Lead to own the success of Otto's enterprise customers, from onboarding through to expansion. You'll be the bridge between our customers and our engineering team, turning complex requirements into successful deployments.

Joining at this stage means you'll define how we deliver for enterprise clients and build the playbook the rest of the company grows on, as we scale across Europe and beyond.

We work AI-first, and this role is no exception. We're looking for someone who is genuinely comfortable with AI tools and uses them to automate the repetitive, time-consuming parts of delivery — not to replace the judgement, cognition, and relationships that make the work valuable. AI should give you more time for the parts only a human can do, not less.

This role is based in London, with flexibility to work remotely and occasional travel to customer sites.

Key responsibilities

• •Lead end-to-end delivery of Otto for enterprise wealth management clients.
• •Run discovery, scoping, and onboarding to ensure successful deployments.
• •Act as the primary point of contact between customers and our engineering team.
• •Translate customer needs into clear requirements and drive them to delivery.
• •Build lasting relationships and identify opportunities to deepen accounts.

Qualifications

• •At least 5 years in delivery, implementation, or customer success for enterprise software.
• •A track record managing complex deployments with senior stakeholders.
• •Excellent communication and project management skills.
• •Technically fluent — comfortable discussing integrations and APIs.
• •Genuinely comfortable with AI tools, using them to automate repetitive work and save real time — not to outsource thinking, judgement, or client relationships.
• •You share our values: empathy, transparency, customer-centricity, and drive.

Preferred skills

• •Experience delivering SaaS or AI products to enterprise customers.
• •Familiarity with integrations, SSO/OAuth2, and enterprise security requirements.

Desired skills

• •Experience in wealth management, financial services, or another regulated industry.
• •A background working with technical teams on bespoke deployments.
• •You've worked at an early-stage startup.

What we offer

• •A competitive salary and equity package.
• •A scale-up atmosphere with full autonomy and the chance to grow and run large initiatives.
• •An experienced founding team revolutionising financial back-office operations.
• •A great group of colleagues and a strong culture built over the last year.
• •An ethical company that believes corporations should proactively help build a better world.
• •The freedom to be yourself and shape the way you work.