Head of MarTech & Growth

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.

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