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.
There are 250 of us at Triple Point and 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 five values we uphold as especially important in all our people, Stay Curious, be Generous, take Thoughtful Action, pull Together and Own It - by upholding these values we continue building a high performing organisation.
We are recruiting for an experienced Business Development Manager (BDM) to play a crucial part in achieving our ambitious goals. If you passionate about driving business growth, building exceptional relationships, and working with a dynamic, results-focused team then read on...
Role Overview
As a BDM in the Thames Valley team, you will spearhead the expansion of the region through high-level relationship management and the development of new relationships.
In your role, you will represent Triple Point at industry events and conduct impactful face-to-face meetings that demonstrate our value proposition.
The ideal candidate brings a proven history of building and nurturing profitable partnerships with IFAs, wealth management firms, and influential market leaders. Your expertise in relationship-driven growth will position you as a key architect of the Thames Valley regional success strategy.
Key Responsibilities
- Educate financial advisers on the Triple Point proposition through face-to-face and virtual meetings, events and specialist seminars.
- Discover, develop and manage relationships with IFAs, wealth managers, and influential market leaders.
- Collaborate with internal teams, including sales, marketing, product development, and investment management, to deliver exceptional investment solutions tailored to adviser needs.
- Develop and execute a robust business plan for the Thames Valley region, delivering regional targets in partnership with team colleagues.
- Fulfil a minimum KPI requirement of 10 high-quality meetings per week, complemented by telephone calls, event participation and training sessions.
- Provide valuable feedback to internal teams to enhance product offerings and elevate the customer experience.
- Lead and inspire the team by serving as a role model, fostering a culture of collaboration and accountability.
- Negotiate favourable pricing and business terms for bespoke investment opportunities that benefit both clients and the organisation.
Knowledge and Experience
- The ideal candidate is already managing IFA relationships and has a proven track record in developing and managing these relationship
- In the case of not having experience with IFAs, a 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.
- The ideal candidate will be living in Thames Valley, London or surrounding areas.
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.
- Qualities and Competencies
- 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
- Leadership qualities, with the ability to inspire and mentor team members.
- Strong organizational skills to manage regional travel and in-person meetings.
- Highly numerate with strong academic credentials.
- Willingness to evolve with the business and contribute to team-wide best practices.
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.
- An excellent benefits package to include an enhanced pension scheme, private health and electric car scheme
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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