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.
The role
As Strategy and Partnerships Associate, your day will involve:
- 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.
What we look for
✅ 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.
Nice to have
- Experience in a startup or scale-up
- Background in management or strategy consulting, financial services, or proven experience driving commercial outcomes
The interview process
The interview process will include:
- 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.
What’s in it for you
Base salary: £60,000 to £70,000 depending on experience + benefits
We want people to grow here, to feel supported and to feel proud of the impact they make!
You’ll get:
- 18 days a year working from anywhere (for non regulated roles)
- Bonus for non-commission based roles
- Company pension
- Private medical insurance
- Enhanced parental leave
- Birthday day off
- A supportive team who care about what they do
- The chance to help people improve their lives
Please note, as a regulated business we are required to run background checks for all employees which covers adverse financial and unspent convictions. These will only take place upon a successful job offer.
About Octopus Group
We’re part of the Octopus Group: a privately-owned business that’s been doing things differently for 25 years. Octopus sets out to build businesses that will outlive us and create a better world for future generations, including brands such as Octopus Energy, Octopus Investments and Octopus Legacy.
--
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.
If you require support completing your application please contact [email protected]
Skills Required
- Strong problem-solving and commercial reasoning
- Bias to action and ability to deliver quickly without perfect information
- Excellent organisational and planning skills
- Good analytical abilities and experience in financial modelling
- Excellent stakeholder management and communication skills
- Customer-first instinct and ability to work with anyone
- Ability to thrive in a high-challenge, fast-learning environment and context-switch across initiatives
- Automate-first mindset; embeds AI into everyday work
- Experience in a startup or scale-up
- Background in management or strategy consulting, financial services, or proven experience driving commercial outcomes
What We Do
At Octopus Money, we’re on a mission to make money advice accessible to all – because the right advice can turn your life dreams into reality. The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice. There’s plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money! With Octopus, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more. Then, we make it easy to invest in a custom portfolio, managed by experts. To transform millions of lives, we need a movement – so whether you’re a workplace supporting your employees’ financial health or a firm that wants to offer affordable advice to your customers, we hope you’ll join us. We believe everyone deserves personal, 1-to-1 advice with their money.
