Business Development Manager - West Midlands & Wales at Triple Point

, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

06 Apr, 26

Salary

0.0

Posted On

06 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Relationship Management, Client Interaction, Sales Strategy, Communication, Presentation Skills, Interpersonal Skills, Team Leadership, Negotiation, Financial Solutions, Market Analysis, Networking, Client Base Management, Event Participation, Collaboration, Organizational Skills

Industry

Financial Services

Description

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients. There are 230+ 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 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 West Midlands and Wales 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 West Midlands and Wales 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 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 & 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 West Midlands 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. Why Join us? You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued. Be part of a growing and innovative team We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression. Opportunities for professional development and career progression. At Triple Point, high performance means living our values every day: Stay Curious. Be Generous. Take Thoughtful Action. Pull Together. Own It. In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work. We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement. 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. STRICTLY NO AGENCIES

Responsibilities

The Business Development Manager will educate financial advisers on the Triple Point proposition and develop relationships with IFAs and wealth managers. They will also collaborate with internal teams to deliver tailored investment solutions and execute a robust business plan for the region.