About the Role
The Strategic Partnerships team is responsible for developing and managing Triple Point’s key distribution relationships with national advice firms, adviser networks, service providers, and other influential organisations. This role plays a critical part in driving growth across Triple Point's adviser-led investment solutions.
Responsibilities
- Build and manage relationships with key accounts to become a trusted partner, influencing senior stakeholders.
- Partner closely with the Business Development team to support activity within key accounts.
- Proactively expand relationships within advice firms through outbound activity.
- Deliver impactful training sessions and relationship meetings.
- Collaborate with internal stakeholders to develop content, campaigns, and collateral.
- Gather and communicate market insights, adviser feedback, and industry trends.
- Take ownership of individual and team objectives, applying a commercial mindset to spot opportunities and support business growth.
Requirements
- Strong knowledge of tax-efficient investment solutions, including Business Relief, Venture Capital Trusts (VCTs), and other adviser-led investment products.
- Ability to confidently engage with Financial Advisers and specialist firms, articulating the benefits, underlying investment strategies, risks, and key mitigants associated with tax-efficient solutions.
- Broad understanding of the UK financial services and intermediary market.
- Demonstrate strong business development and stakeholder engagement skills.
- Commercially minded, able to identify opportunities for business growth and deepen strategic partnerships.
- Strong organisational and project management skills.
- Experience within financial services business development, strategic partnerships, key account management, or adviser-facing sales roles.
- Hold, or be working towards, a relevant professional qualification (e.g. CII, CISI or equivalent).
- Familiarity with CRM systems and data-led account planning.
- Proven ability to own and manage a business development plan.
- Be a good networker – identify strategic opportunities and assess costs.
- Be able to share knowledge internally with colleagues and stakeholders.
- Be pro-active and commercially aware.
- Be resilient and adaptable.
- Have strong analytical skills.
Skills
- Business development
- Stakeholder engagement
- Commercial mindset
- Organisational skills
- Project management
- Networking
- Analytical skills
Location
- UK
Work Type
- Hybrid/flexible working
Experience Level
- Experience within financial services business development, strategic partnerships, key account management, or adviser-facing sales roles.
Education Level
- Relevant professional qualification (e.g. CII, CISI or equivalent) is desirable.
Salary/Compensations
- Competitive salary
Benefits
- Contributory pension
- Hybrid/flexible working
- Ongoing learning and development opportunities
- Access to AI tools
About the Company
- Since 2004, Triple Point has been bringing investment ideas to life and connecting capital with the right people and opportunities, managing over £2.5 billion across five key investment strategies.
- The company has over 230 employees committed to making the world better, evidenced by being a certified B Corp, signing up to the Principles for Responsible Investment, and being named a Sunday Times 'Best Place to Work 2025 & 2026'.
- Triple Point offers a competitive salary, comprehensive benefits, and opportunities for growth and progression.
- High performance at Triple Point means living their values: Stay Curious, Be Generous, Take Thoughtful Action, Pull Together, Own It.
Equal Opportunity
- Triple Point is dedicated to providing fair and equal opportunities for all individuals.
- Discrimination of any kind based on age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated.
- The company aims to create a welcoming and diverse work environment where people from all walks of life feel valued and supported.
- Individuals from various backgrounds are actively encouraged to apply.
