Triple Point was founded in 2004 with the belief that connecting investing insights with the right resources and partners can deliver powerful solutions. Today, we manage more than £3.6 billion of assets for a broad range of investors, through four distinct investment strategies: Social Housing, Clean Heat, Private Credit and Venture. These are all areas where our expertise, empathy and resourcefulness make a real difference in unlocking long-term value.
Our distinctiveness comes from our ability to connect the dots to get to the heart of any challenge, which makes us an essential partner to our clients and our investors, while leaving the world demonstrably better than we found it. We take our commitments seriously, which is why we’re a certified B-Corp and signed up to the Principles for Responsible Investment.
There are 250 of us at Triple Point. Engineers rub shoulders with lawyers, and accountants work alongside investment professionals. It’s important to us everyone’s voices are heard, and that everyone can contribute to decision-making. We’re looking for people who share our values because applying different perspectives towards a common goal drives us forward in unexpected and exciting ways.
Are you passionate about driving business growth, building exceptional relationships, and working with a dynamic, results-focused team?
Triple Point is looking for a talented individual to join our team in Scotland. We are recruiting for either a Business Development Manager (BDM) or a Business Development Executive (BDE) to play a crucial part in achieving our ambitious goals.
Role Overview
Business Development Manager (BDM)
As a BDM, you will take ownership of driving growth in Scotland through high-level relationship management, face-to-face meetings, and representing Triple Point at industry events. This role is ideal for an experienced professional with a proven track record of developing and maintaining profitable relationships with high-end IFAs, wealth managers, and key market influencers.
Business Development Executive (BDE)
As a BDE, you will focus on cultivating relationships and generating new business through phone-based interactions, client meetings, and outbound sales activity. This role is ideal for an ambitious, driven individual who thrives on proactive engagement and is looking to progress toward a full BDM role in the future.
Key Responsibilities
Shared Responsibilities
- Develop a comprehensive understanding of Triple Point’s investment products and the Triple Point Group.
- Build and manage relationships with high-end IFAs, wealth managers, and market influencers.
- Collaborate with internal teams, including sales, marketing, product development, and investment management, to deliver exceptional investment solutions.
- Act as a brand ambassador for Triple Point at industry events, conferences, and seminars.
- Provide feedback to internal teams to enhance product offerings and customer experience.
BDM-Specific Responsibilities
- Develop and execute a business plan for the Scotland region, delivering regional targets in collaboration with team members.
- Lead and inspire the team by serving as a role model, fostering collaboration and accountability.
- Conduct in-person and virtual meetings with intermediaries (10–12 meetings weekly). The BDM will be responsible for filling their diary, although they can coach other members of their region to assist with this requirement.
- Negotiate pricing and business terms for bespoke investment opportunities.
- Represent Triple Point extensively at industry events, building networks and raising the company profile.
BDE-Specific Responsibilities
- We would consider applications for a BDE for the area with the following responsibilities. Note, however that although this is the usual distinction between a BDE and BDM, we would be fully expecting that any BDE could progress to BDM within 12 – 24 months and so should have the capability to advance rapidly to assume the above responsibilities.
- Generate new business and retain existing clients through outbound calls and targeted outreach.
- Plan and perform 1:1 meetings with clients, both virtually and in person.
- Work closely with internal and external business development teams to share best practices and campaign strategies.
- Meet weekly activity KPIs, ensuring a high volume of phone-based interactions.
Knowledge and Experience
Shared Requirements
- Proven track record in building and servicing a client base in private banking, wealth management, or investment management sectors.
- Strong communication, presentation, and interpersonal skills.
- Ability to manage a busy diary and balance multiple priorities.
- Commercial acumen, creativity, and a proactive approach to challenges.
BDM-Specific Experience
- Demonstrated success in managing high-value client relationships and delivering against regional sales targets.
- Extensive experience in face-to-face client interactions and event attendance.
- Familiarity with leading and mentoring junior team members.
BDE-Specific Experience
- Experience selling complex solutions over the phone, with a proven ability to meet activity-based KPIs.
- Ambition to progress into a BDM role in the future, demonstrating a hunger for professional development.
Qualities and Competencies
Shared Attributes
- Highly motivated, proactive, and detail-oriented.
- Team-oriented with a flexible attitude and commitment to achieving shared goals.
- Excellent interpersonal skills with the ability to engage at all levels.
BDM-Specific Attributes
- Leadership qualities, with the ability to inspire and mentor team members.
- Strong organizational skills to manage regional travel and in-person meetings.
BDE-Specific Attributes
- Highly numerate with strong academic credentials.
- Willingness to evolve with the business and contribute to team-wide best practices.
Key Differences
|
Aspect |
BDM |
BDE |
|
Focus |
Regional relationship management and leadership. |
Lead generation and new business development with a view to progressing to BDM within 12 – 24 months |
|
Interaction Style |
Primarily in-person meetings, events, and travel. |
Predominantly phone-based with some in-person meetings. |
|
Collaboration |
Role model for the team, mentoring and inspiring peers. |
Managing their own diary and assisting others in the team with the booking of meetings. |
|
Progression |
Senior-level role with leadership responsibilities. |
Stepping stone to a future BDM role. |
What We Offer
- A competitive salary with a performance-based bonus structure.
- Clear career progression pathways tailored to your role.
- Ongoing training and development opportunities.
- A collaborative and supportive team environment.
Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.
Apply today for further information!
Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.
Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.
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