Business Development Manager/Executive - South West Region

The Function

The Distribution team focus on raising and retaining assets under management (AUM) to drive business growth. They provide innovative financial solutions for advisers and clients, building relationships founded on trust, transparency and integrity

The Role

We are recruiting for an experienced Business Development Manager (BDM) or Executive (hybrid) to play a crucial part in achieving our ambitious goals. 

As a BDM/E in the South West Region, you will take on existing relationships within an 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 financial advisers, wealth management firms, and influential market leaders. Your expertise in relationship-driven growth will position you as a key architect of the South West 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 financial advisers, 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 for meetings and calls per week, complemented by day to day responsibilities for the region such as emails, digital such as linkedin, 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.

Knowledge & Experience

• The ideal candidate is already managing financial advisers relationships and has a proven track record in developing and managing these relationships in person, virtually and over the phone
• In the case of not having experience with financial advisers, 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 West region.

Specific Experience

• Demonstrable 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 AI tools.  We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.