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About the Role
We are hiring an experienced Business Development Executive to help deliver on our ambitious growth plans. This is a strategically important territory where you will build on an established footprint across the London region and take responsibility for growing it by deepening adviser engagement, building new relationships, and positioning Triple Point as a trusted provider of defined return solutions. This is a relationship-led sales role where you'll build connections, develop trust, and support inflows.
Responsibilities
- Share insight and educate Financial Advisers on the Triple Point offering through face-to-face and virtual meetings, calls, emails, events and specialist seminars.
- Build and manage relationships with financial advisers, paraplanners, wealth managers, and wider market contacts.
- Collaborate with internal teams, including sales, marketing, product development, and investment management, to deliver high-quality investment solutions tailored to adviser needs.
- Develop and execute a clear business plan for the London region, delivering regional targets in partnership with team colleagues.
- Work towards agreed KPI activity levels for meetings and calls.
- Play an active role in the feedback loop, ensuring regular and timely insight is shared with internal teams to enhance product offerings and improve the customer experience.
- Contribute to a collaborative team environment, supporting others and sharing best practice.
- Effectively manage a pipeline of opportunities, maintaining clarity on next steps and conversion priorities.
- Build a strong understanding of the product suite to confidently engage senior stakeholders and strategic relationships.
Requirements
- Experience managing adviser relationships and developing them over time
- Alternatively, experience 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 awareness, creativity, and a proactive approach to challenges
- Experience managing high-value client relationships and working towards regional sales targets
- Experience in face-to-face client interactions and event attendance
- Exposure to supporting or mentoring junior team members
- Motivated, proactive, and detail oriented
- Collaborative with a flexible attitude and commitment to shared goals
- Excellent interpersonal skills with the ability to engage at all levels
- Leadership potential, with the ability to support and develop others
- Strong organisational skills to manage regional travel and in-person meetings
- Comfortable working with numbers and data
- Willingness to evolve with the business and contribute to team-wide best practices
Skills
- Communication
- Presentation
- Interpersonal skills
- Relationship building
- Sales
- Pipeline management
- Commercial awareness
- AI and automation
Location
- London
Work Type
- Hybrid
- 3 days in the office
Experience Level
- Experienced
Benefits
- Competitive salary
- Comprehensive benefits package
- Genuine opportunities for growth and progression
- Opportunities for professional development and career progression
- Contributory pension
- Ongoing learning and development opportunities
- Access to ChatGPT Enterprise
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 Private Credit, Social Housing, Clean Heat, Energy, and Venture strategies for retail and institutional clients.
- Triple Point has over 230 employees committed to making the world better, evidenced by its B Corp certification, adherence to the Principles for Responsible Investment, and recognition as a Sunday Times 'Best Place to Work 2025 & 2026'.
- The Sales Function's purpose is to raise and retain assets under management (AUM) to drive business growth by providing innovative financial solutions that support financial advisers in helping people with their financial goals, aiming to be a trusted partner built on trust, transparency, and integrity.
Equal Opportunity
- 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.
- The company aims to create a welcoming and diverse work environment where people from all walks of life feel valued and supported.
- Triple Point actively encourages individuals from various backgrounds to apply for job vacancies and become part of the team.