Digital advice platform Dynamic Planner has announced a series of senior appointments across its customer facing teams to accelerate its growth ambitions.
Alan Smith has joined the firm as enterprise development director and in his new role is responsible for leading the sales of Dynamic Planner product and API solutions among the very largest financial services institutions.
Smith previously held senior roles at Citibank in New York as head of global investments; and as head of investments and insurance at HSBC in London.
He reports to Mark Kiddell, who joined earlier this year as sales director.
Over the past year, the team also welcomed Jonny Rayner as principal solutions consultant, bringing experience from Bloomberg, Skandia, Old Mutual and Aegon.
Melinda Lovell, who joined the business three years ago, has been promoted to the newly created role of enterprise account director and is now a member of the executive management team.
‘Solid methodology and analytics’ set Dynamic Planner apart, says CEO
Yasmina Siadatan, chief revenue officer at Dynamic Planner said: “Expanding our senior leadership in go-to-market strengthens our ability to sustain momentum and build upon our growth position as market leader.
“I’m excited about the impact the combined expertise of our new team will make – we strive to find the very best people and talent to build on our strong foundations, whilst maintaining the DNA of Dynamic Planner and staying true to our culture.
“By adding fresh expertise to develop and elevate our existing teams, we’re enabling them to deliver even greater impact, help our customers grow, transform their productivity and deliver digital advice at scale.”
