Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. With a buy-grow-and-hold-for-life approach and a permanent capital base, Banyan acquires and grows companies worldwide, honoring founder legacies and helping portfolio companies modernize through shared AI expertise and operational discipline. Founded in 2016, Banyan operates more than 120 portfolio companies across North and South America, Europe, and APAC, and has appeared on the Inc. 5000 list for six consecutive years. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world.
WIZE is the recognized quality leader in wealth and asset management software, trusted by 120+ financial institutions across 27 countries. Backed by Banyan Software, we are now launching in the UK — and looking for a Head of MarTech & Growth to build the technical and strategic engine behind WIZEs entire acquisition.
This is a hands-on role combining ownership of our marketing technology stack with direct accountability for growth outcomes: pipeline, conversion, and revenue in a brand-new market. You will work in lock-step with the UK Managing Director — together, you are building the demand generation engine that takes WIZEs UK entry from a standing start to a credible, self-sustaining growth motion that can be repeated on a global scale.
What You Will Do
Growth Strategy & Funnel Ownership
- Co-own go-to-market strategy for the UK launch and WIZEs wider international growth with the Managing Director — acquisition, conversion, and retention — as the first dedicated growth hire across the full acquisition engine, not just the UK market
- Own the lead-to-revenue funnel end-to-end, identifying and closing leverage points across marketing, sales, and customer success
- Set growth targets, build forecasting models, and report progress against pipeline and revenue goals
MarTech & Data Infrastructure
- Lead the implementation of HubSpot as WIZEs core marketing and growth platform, integrated with CRM, sales, and CS systems
- Own the full MarTech stack — selection, integration, and lifecycle management of CRM, marketing automation, analytics, and attribution tools
- Build automated workflows (lead scoring, nurture sequences, lifecycle triggers) that scale without adding manual overhead
- Bring AI into the funnel — lead scoring, conversational SDR agents, predictive signals — while ensuring GDPR/UK data privacy compliance and human-in-the-loop review
Market Expansion & Analytics
- Identify and prioritize UK segments using data: TAM/SAM sizing, customer fit scoring, and unit economics by segment
- Build attribution models and reporting frameworks that show what is actually driving pipeline and revenue
- Present data-backed growth and expansion recommendations to executive leadership quarterly, alongside the Managing Director
What You Bring
- 5+ years in growth, marketing operations, or RevOps, with hands-on ownership of a MarTech stack (HubSpot strongly preferred)
- A track record of building — not just running — a lead-to-revenue engine in B2B SaaS, fintech, or financial services technology — given the type of customers WIZE serves, this is a requirement, not a nice-to-have
- Experience implementing HubSpot from the ground up, not just administering an existing instance
- Comfort operating as a true build partner to a senior executive in a brand-new market
- Sharp analytical instincts and working fluency with AI-driven GTM tools, applied with a practical, ROI-driven approach
- A builders mindset — equally willing to architect a system and roll up sleeves to fix a broken workflow
Why WIZE
You will have the backing of a proven European platform — 120+ institutions, 27 countries — and the freedom of a blank slate, building WIZEs global growth infrastructure, starting with the UK, alongside the person leading it, with real ownership and visibility from day one.
Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.
Please Note: Banyan Software does not accept unsolicited resumes or applications submitted via email, LinkedIn, or other direct channels. All candidates must apply through our official Careers site to be considered for employment. Applications submitted outside of our applicant tracking system will not be reviewed.
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Protect yourself by following these steps:
- Verify that all communications from our recruiting team come from an @banyansoftware.com email address.
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Your safety and security are important to us. Thank you for staying vigilant.
Skills Required
- 5+ years of experience in growth, marketing operations, or revenue operations
- Hands-on ownership of a MarTech stack
- Experience building a lead-to-revenue engine in B2B SaaS, fintech, or financial services technology
- Experience implementing HubSpot from the ground up
- HubSpot experience
- Ability to partner with a senior executive in a brand-new market
- Strong analytical skills
- Working fluency with AI-driven go-to-market tools
- Practical, ROI-driven approach to growth
- Ability to architect systems and troubleshoot workflows hands-on
Banyan Software Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Banyan Software and has not been reviewed or approved by Banyan Software.
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Healthcare Strength — Health coverage includes comprehensive medical, dental, and vision, with indications of an established U.S. carrier relationship. This points to mainstream plan depth and reliable access to core care.
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Parental & Family Support — Paid parental leave is explicitly provided for new parents. This offers dedicated time and support during family transitions.
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Wellbeing & Lifestyle Benefits — Programs include a Learning & Development fund, two annual volunteer days, and an employee relief program for unexpected hardships. These elements extend support beyond base pay into growth, community, and resilience.
Banyan Software Insights
What We Do
Banyan Software provides the best permanent home for successful enterprise software businesses, their employees, and customers to preserve the legacy of founders, while helping grow the business into the future. We are on a mission to acquire, build and grow great software businesses that have dominant positions in niche markets all over the world. Today Banyan has over 750 employees throughout the US, Canada, UK, Europe, Australia and New Zealand. Founded in 2016 with permanent capital to preserve the legacy of founders, Banyan focuses on a buy, hold and grow for life strategy. For more information on Banyan Software, Inc. visit: http://www.banyansoftware.com What We Look For: - Great enterprise software businesses that have dominant positions in niche markets - We work with owners who are thinking about an exit today or further down the road - We are flexible and can be creative when we find a business that is a good fit - The businesses in the Banyan family all share a similar profile: - Annual revenues in excess of $2M-$30M - A high percentage of recurring revenue - Positive operating margins and cash flow - High customer retention and satisfaction - Happy and committed employees
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