Business Development Manager – South Coast
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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 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’ for 2025. If this sounds like an environment where you would flourish, then read on…
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.
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. This could be an ideal opportunity if you are based in or are thinking of relocating to Brighton, Southampton, Kent, Bournemouth or Portsmouth.
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.
Qualifications
Experience
* Already managing IFA relationships with a proven track record in developing and managing these relationships.
* Experience in building and servicing a client base in private banking, wealth management, or investment management.
Knowledge & Skills
* Strong communication, presentation, and interpersonal skills.
* Able to manage a busy diary and balance multiple priorities.
* Commercial acumen, creativity, and a proactive approach to challenges.
* 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.
* 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.
Benefits
* 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 benefits.
Seniority Level
Mid-Senior level
Employment Type
Full-time
Job Function
Business Development and Sales
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