Head of Brokerage

Head of Brokerage

Kota

Location: Hybrid working in London or Dublin About Kota Kota is reimagining insurance and retirement benefits for the modern workforce. Through our two flagship products—Kota Platform, the first fully integrated benefits platform, and Kota Embed, our embedded insurance solution—we're making benefits more accessible, valued, and global. Today, we power benefits for tens of thousands of employees at Europe's most forward-thinking companies, including Carwow, Tines, Zoe, and Remote. Founded in 2022, we've raised more than €20M from leading investors such as EQT Ventures, Eurazeo, Northzone, and Frontline, as well as founders and executives from Workday, Remote, Personio, OpenAI, and more. The Role You’ll lead the brokerage and insurance distribution function; the team responsible for advice, sales execution, RFPs, and client interactions across all insurance lines (Life, Pensions, Private MI, and Personal General Insurance). You're the person who ensures that every piece of advice we give, every quote we present, and every policy we place is in the best interest of the customer. This role exists because Kota is not a traditional broker. We distribute insurance through software and API integrations at scale. The candidate needs to understand the business model and build a function that aligns with it and enhances it. What You’ll Own * Sales oversight across all insurance lines, including Pension, Private Medical Insurance, and Risk products * Supervision of all client-facing staff arranging insurance products or placing business * Managing and supervising a team of Sales & Benefits Consultants who work across multiple product lines and customer types * Management and supervision of competitive RFP processes, from scheme design through to submission, pricing review, and winning proposals * Quality assurance of proposals, fact-finds, suitability assessments, and all regulated documentation before it reaches clients * Sales compliance frameworks: ensuring the sales process is robust, auditable, and scalable across direct and embedded distribution * Training and competency: developing programmes for the commercial team, including MCC supervision of new entrants and ongoing CPD compliance * Direct involvement in high-value or complex deals * Creating and maintaining client-facing content, guides, educational materials, and collateral that support the sales and onboarding process * Regulatory reporting alongside our Compliance team for Central Bank and FCA on product and proposition matters What You’ll Work On Immediately * Enhance the insurance distribution side of Kota, and you’ll help define how the commercial side operates * Work with the Chief Operating Officer, Chief Revenue Officer, Benefits team, and GMs to ensure the sales process is commercially efficient. * Review and strengthen the RFP and competitive proposal process to ensure regulatory robustness without killing speed * Enhance the training and competency pathway and supervisory structures for the sales teams and all client facing roles, including QFA and MCC progression for new entrants. * Enhance our repository of sales collateral, client guides, and educational content that scales across markets How You’ll Be Measured * Deal velocity, time from qualified opportunity to placed business * RFP win rate and proposal quality * Revenue contribution from brokerage-supported deals * Compliance audit outcomes, clean files, robust documentation, zero compliance findings * Training and Competency of the team What We’re Looking For * 8+ years of experience in a senior role in sales management, or head of advisory role in an insurance broker or insurance company * Proven track record in competitive RFP processes and winning proposals in PMI and group risk * Experience managing or supervising qualified sales teams and training new entrants * Experience in, or readiness to hold, a PCF-17 (Head of Retail Sales) role under the Central Bank of Ireland’s Fitness and Probity regime. * Strong understanding of the Central Bank requirements and regulations, including but not limited to the MCC 2017 framework, Fitness & Probity regime, and Consumer Protection Code and the Insurance Distribution Directive. * Relevant Qualifications - QFA (and APA in Private Medical Insurance or equivalent) qualified with full MCC compliance across Life, Pensions, PMI, and PGI. CPD must be fully compliant with no failures on record. * Excellent written and verbal communication skills — you can create content, documentation, and collateral to support and scale the function * Comfortable operating in a fast-moving, technology-driven environment, this is not a traditional broker * Ideally, experience with or curiosity about embedded insurance, API distribution, or platform models * FCA knowledge or dual-regulated experience is a strong plus Why This Role Matters Kota is scaling distribution through software. The volume of regulated activity is growing fast, and it can’t flow through one person. This role gives us a dedicated, senior, qualified leader who owns the brokerage side of the house — someone who can move as fast as the commercial team while maintaining the standard the regulator expects.

Staff Product Manager, Equity Foundations

Ledgy

At Ledgy, we’re on a mission to make Europe a powerhouse of entrepreneurship by building a modern, tech-driven equity management and financial reporting platform for private and public companies. In 2026, we aim to be the leading provider for European IPOs and reporting for share-based payments. We are a value-based company with a core focus on being humble, transparent, ambitious and impactful, all in order to delivery the best experience for our customers and end users. We are proud to partner with some of the world’s leading investors. New Enterprise Associates led our $22m Series B round in 2022, with Philip Chopin joining Sequoia’s Luciana Lixandru on our board. We were founded in Switzerland in 2017 and today we operate globally from offices in Zurich and London. We encourage diversity and are an international team coming from 26 different countries and speaking 25 different languages.   ABOUT THE ROLE: As a Staff Product Manager (reporting into the Head of Product) your job is to help us make equity work for our customers. Your primary focus will be to scale the most foundational parts of our platform as we expand across new markets globally and move upmarket to serve the largest public businesses: equity types, transactions, calculations and trading integrations for public companies. You will balance simplicity and flexibility while ensuring data accuracy and driving adoption of these core components through our customers and other teams. AT LEDGY YOU WILL: * Define the vision and strategy for the heart of our product (transactions & effects, equity types, trading), in collaboration with product and engineering leadership * Define, plan, and execute a roadmap to bring our equity and cap table management to the next level so that finance and legal teams can trust their equity data is accurate and compliant * Run discovery to develop deep expertise in equity structures across Ledgy's core markets * Collaborate with product leadership on strategy, balancing enterprise delivery milestones with longer-term platform investments * Partner with Design, Engineering, and SMEs to write clear specifications and manage delivery in an agile setting * Contribute to Ledgy's PM best practices, and model high AI fluency, using AI tools to move faster and work smarter across research, documentation, and delivery * Define and track success metrics for your team's initiatives, balancing enterprise delivery milestones with broader product KPIs IN THE FIRST 30 DAYS: * Be paired with an onboarding buddy who will introduce you to the world of equity management as well as the whole Ledgy team * Get to know the Equity Foundations team engineers, design and domain experts * Understand the complexity, breadth and depth of Ledgy as a platform * Watch call recordings, shadow customer & prospect calls and get in front of your first real customer * Start contributing to roadmap discussions with guidance from team members IN THE FIRST 60 DAYS: * Develop a deep understanding of the regulatory and business requirements our customers face, including those around trading and brokerage integrations * Fully master Ledgy's value proposition, understand our product capabilities and competitive landscape * Understand the data models and key architectural patterns that power Ledgy and their dependencies * Take ownership of key features and product initiatives * Lead sprint planning and collaborate on technical specifications IN THE FIRST 90 DAYS: * Help shape the technical and product direction of our core product * Create a vision to power the evolution of our platform to support enterprise-scale customers with a global footprint that balances simplicity and flexibility while ensuring data accuracy * Engaged with our integration partners and run RFPs to find new ones that helps expand our coverage across markets (e.g. new brokers or payment processors) * Contribute to PM best practices THE JOB IS A GREAT FIT IF YOU: * Have a minimum of 8+ years of product management experience, ideally in B2B SaaS with significant time spent in enterprise-facing roles * Understand financial systems and compliance frameworks * Have scaled complex products across jurisdictions in regulated or compliance heavy spaces (e.g. banking, payroll, etc). You don’t shy away from detailed legal documentation and specs * Are a fast learner and have a strong technical understanding and passion to solve deep problems * Think horizontally, can easily spot dependencies and seek opportunities to improve the platform holistically * Experience owning third-party integrations (APIs, partner platforms, broker connectivity) * Are genuinely excited about startups: you move fast, adapt quickly, and bring energy and ownership to your work even when things are ambiguous * Are well-versed in AI tools and apply them actively to increase your speed and the quality of your output. You're forward-thinking about how AI changes the way PMs work * Have a strong sense of accountability, ownership and outstanding solution focus * Have excellent communication skills, both written & verbal, and in the room with senior enterprise stakeholders; fluent in English NICE TO HAVES: * Background in financial services, fintech, or wealth management * Prior experience with equity management, trading, brokerage, or capital markets platforms * Technical background, e.g. Masters in Engineering etc * Previously worked as a PM in a horizontal / platform-adjacent type of team

Staff Product Manager, Equity Foundations

Ledgy

At Ledgy, we’re on a mission to make Europe a powerhouse of entrepreneurship by building a modern, tech-driven equity management and financial reporting platform for private and public companies. In 2026, we aim to be the leading provider for European IPOs and reporting for share-based payments. We are a value-based company with a core focus on being humble, transparent, ambitious and impactful, all in order to delivery the best experience for our customers and end users. We are proud to partner with some of the world’s leading investors. New Enterprise Associates led our $22m Series B round in 2022, with Philip Chopin joining Sequoia’s Luciana Lixandru on our board. We were founded in Switzerland in 2017 and today we operate globally from offices in Zurich and London. We encourage diversity and are an international team coming from 26 different countries and speaking 25 different languages.   ABOUT THE ROLE: As a Staff Product Manager (reporting into the Head of Product) your job is to help us make equity work for our customers. Your primary focus will be to scale the most foundational parts of our platform as we expand across new markets globally and move upmarket to serve the largest public businesses: equity types, transactions, calculations and trading integrations for public companies. You will balance simplicity and flexibility while ensuring data accuracy and driving adoption of these core components through our customers and other teams. AT LEDGY YOU WILL: * Define the vision and strategy for the heart of our product (transactions & effects, equity types, trading), in collaboration with product and engineering leadership * Define, plan, and execute a roadmap to bring our equity and cap table management to the next level so that finance and legal teams can trust their equity data is accurate and compliant * Run discovery to develop deep expertise in equity structures across Ledgy's core markets * Collaborate with product leadership on strategy, balancing enterprise delivery milestones with longer-term platform investments * Partner with Design, Engineering, and SMEs to write clear specifications and manage delivery in an agile setting * Contribute to Ledgy's PM best practices, and model high AI fluency, using AI tools to move faster and work smarter across research, documentation, and delivery * Define and track success metrics for your team's initiatives, balancing enterprise delivery milestones with broader product KPIs IN THE FIRST 30 DAYS: * Be paired with an onboarding buddy who will introduce you to the world of equity management as well as the whole Ledgy team * Get to know the Equity Foundations team engineers, design and domain experts * Understand the complexity, breadth and depth of Ledgy as a platform * Watch call recordings, shadow customer & prospect calls and get in front of your first real customer * Start contributing to roadmap discussions with guidance from team members IN THE FIRST 60 DAYS: * Develop a deep understanding of the regulatory and business requirements our customers face, including those around trading and brokerage integrations * Fully master Ledgy's value proposition, understand our product capabilities and competitive landscape * Understand the data models and key architectural patterns that power Ledgy and their dependencies * Take ownership of key features and product initiatives * Lead sprint planning and collaborate on technical specifications IN THE FIRST 90 DAYS: * Help shape the technical and product direction of our core product * Create a vision to power the evolution of our platform to support enterprise-scale customers with a global footprint that balances simplicity and flexibility while ensuring data accuracy * Engaged with our integration partners and run RFPs to find new ones that helps expand our coverage across markets (e.g. new brokers or payment processors) * Contribute to PM best practices THE JOB IS A GREAT FIT IF YOU: * Have a minimum of 8+ years of product management experience, ideally in B2B SaaS with significant time spent in enterprise-facing roles * Understand financial systems and compliance frameworks * Have scaled complex products across jurisdictions in regulated or compliance heavy spaces (e.g. banking, payroll, etc). You don’t shy away from detailed legal documentation and specs * Are a fast learner and have a strong technical understanding and passion to solve deep problems * Think horizontally, can easily spot dependencies and seek opportunities to improve the platform holistically * Experience owning third-party integrations (APIs, partner platforms, broker connectivity) * Are genuinely excited about startups: you move fast, adapt quickly, and bring energy and ownership to your work even when things are ambiguous * Are well-versed in AI tools and apply them actively to increase your speed and the quality of your output. You're forward-thinking about how AI changes the way PMs work * Have a strong sense of accountability, ownership and outstanding solution focus * Have excellent communication skills, both written & verbal, and in the room with senior enterprise stakeholders; fluent in English NICE TO HAVES: * Background in financial services, fintech, or wealth management * Prior experience with equity management, trading, brokerage, or capital markets platforms * Technical background, e.g. Masters in Engineering etc * Previously worked as a PM in a horizontal / platform-adjacent type of team