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Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.2billion for a broad range of investors, through five key investment strategies: Social Housing, Clean Heat, Energy, Private Credit and Venture. Our ability to connect the dots and get to the heart of any challenge makes us an essential partner to our clients and investors.
There are 220+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B-Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times ‘Best Place to Work’ for 2025. If this sounds like an environment where you would flourish, then read on...
The Sales Function
Our purpose is to raise and retain assets under management (AUM) for Triple Point to help drive the growth of the business. We accomplish this by providing innovative financial solutions that support financial advisers in helping people with their financial goals. We aim to be a trusted partner and are committed to building relationships built on trust, transparency, and integrity.
The Role
We are recruiting for an experienced Business Development Manager (BDM) to play a crucial part in achieving our ambitious goals.
As a BDM in the South Coast team, you will take on an established area whilst also being responsible for continuing to build and grow 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 South Coast 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 South Coast 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 the South Coast region 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
