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Castle Trust Bank

Bank offering investment and mortgage products

Head of Account Management

Full-TimePosted on 10/19/2026
No salary listed
Expert
Bachelor's
United Kingdom
In PersonField-based role involving travel across the UK, including visits to the London and Basingstoke offices.
Sales & Account ManagementAccount Management

About the job

Requirements
  • A proven record of successfully leading national sales or account management teams within a B2B2C financial services environment.
  • Strong leadership, coaching and colleague development capability.
  • Experience building and maintaining commercially valuable relationships with major accounts.
  • The confidence and credibility to engage, present and negotiate with senior internal and external stakeholders.
  • A strong understanding of the commercial drivers behind complex deals and negotiations.
  • Excellent communication, presentation, negotiation and influencing skills.
  • The ability to translate commercial and market insight into practical business recommendations.
  • A collaborative approach and the ability to work across functions to deliver shared commercial objectives.
  • Robust knowledge of the legal and regulatory environment within financial services.
  • A strong commitment to delivering good and sustainable outcomes for customers.
Responsibilities
  • Lead, coach and develop a high-performing, field-based Account Management team.
  • Deliver agreed financial performance measures across the team, including applications, loan originations and margin maintenance.
  • Act as the visible senior partnership contact for key retailer accounts.
  • Lead quarterly business reviews, strategic presentations and commercial negotiations with director and C-suite stakeholders.
  • Develop and oversee the retailer engagement framework to support partnership growth, effective relationship management and positive customer outcomes.
  • Own and oversee retailer contract management, supporting effective resource planning, future loan originations and commercial risk management.
  • Build strong relationships with senior colleagues across the business to improve data insight, product development, skills training and credit risk optimisation.
  • Support the management of retailer-related risk events, business change, projects and regulatory developments.
  • Maintain a strong understanding of the point-of-sale retail finance market, including new entrants, product developments and consumer trends.
  • Turn market and portfolio insight into clear, actionable recommendations that support continued commercial success.
Desired Qualifications
  • Experience within point-of-sale or retail finance.
  • Previous experience using Salesforce.
  • Strong Microsoft Office skills.
  • A relevant business-focused degree.

About the company

Castle Trust Bank is a privately held financial services company that offers investment products and mortgage financing. Its products include home loans and loans for property investments, along with investment and wealth management options for clients. The way its products work is straightforward: customers apply for mortgage loans to purchase or refinance real estate, and investment products provide opportunities to grow or manage wealth, typically through accounts, funds, or other securities offered by the bank. The company differentiates itself from larger, publicly traded banks by being privately held, which can allow closer client relationships and more tailored financing or investment solutions. The goal is to help clients finance real estate needs while also providing investment options to grow and protect wealth.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

London, United Kingdom

Founded

2012

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Simplify Jobs

Simplify's Take

What believers are saying

  • Sixth Street and Bayview committed additional capital for deposits, product expansion, and inorganic deals.
  • August 2026 pricing cuts and new exit options show aggressive growth in bridging.
  • Monument migration should lower operating friction and speed new savings launches by early 2027.

What critics are saying

  • Castle Trust posted only £9.4 million profit before tax in financial year 2025.
  • Property market weakness and funding cost pressure already constrained 2025 profitability.
  • Heavy dependence on specialists and new owners creates integration and execution risk through 2027.

What makes Castle Trust Bank unique

  • Sixth Street and Bayview acquired Castle Trust Bank on August 3, 2026.
  • The bank serves nearly 170,000 customers across savings, property finance, and retail finance.
  • It became the first UK-regulated bank on Monument Technology’s BPaaS, targeting early 2027.

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Benefits

  • Health Insurance
  • Life Insurance
  • Paid Holidays
  • Gym Membership
  • Commuter Benefits
  • Hybrid Work Options
  • Performance Bonus
  • Season ticket travel loans

Company News

Cherry PLC
Aug 3rd, 2026
Castle Trust Bank is Acquired by Sixth Street and Bayview

Castle Trust Bank (“Castle Trust Bank” or “the Bank”), a specialist bank serving nearly 170,000 customers, today announced it has been acquired by vehicles backed by Sixth Street, a leading global investment firm, and affiliates of Bayview Asset Management ("Bayview"), a global alternative investment management firm, from J.C. Flowers & Co, a private equity firm solely focused on financial services.