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About the Role
This role serves as the senior point of presence for corporate investors, managing their end-to-end experience, acting as the escalation point for complex situations, and leading client-service dimensions of corporate projects.
Responsibilities
- Serve as the senior point of contact for corporate investors, building trusted, long-term relationships.
- Partner closely with the Sales team while building strong adviser relationships.
- Present at board meetings as Triple Point’s client-facing authority.
- Own the end-to-end investor journey from onboarding through ongoing engagement to exit or succession.
- Lead on complex, sensitive, or high-stakes matters involving corporate investors.
- Support DDQs and technical queries from corporate clients and their advisers.
- Lead the client-service dimension of complex projects such as liquidations, deceased shareholder estates, mergers, and company restructures.
- Manage corporate investor-facing elements of verification, AML refresh, and Companies House-related requirements.
- Lead the corporate pillar’s contribution to data quality and CRM projects, ensuring accurate data migration.
- Provide client service leadership on new products with a corporate investor structure.
- Line manage Client Service Executives and Analysts within the Corporate pillar.
- Own the performance and capability of the corporate team, setting standards and identifying gaps.
- Model the professional standard expected at corporate investor level.
- Contribute to cross-pillar people development.
- Coordinate closely with Sales on corporate investor onboarding and adviser-escalated matters.
- Partner with Operations on transaction processing, case management workflow, and system-level execution.
- Actively manage the quality interface with Company Secretarial for statutory and administrative execution.
- Act as the primary legal partner for estate, probate, liquidation, and structural change scenarios.
- Collaborate with Compliance on verification, AML, and Consumer Duty-related matters.
- Review investor communications before issue with the Reporting function, flagging potential issues and ensuring team briefing.
- Own the Corporate pillar’s SOPs and service standards, ensuring documentation, adherence, and review.
- Maintain Salesforce data quality for the corporate pillar.
- Monitor case management performance data to drive continuous improvement.
- Identify and escalate risks that could affect the investor experience, firm reputation, or regulatory compliance.
Requirements
- Significant client-facing experience at a senior level, ideally within a structured investment, estate planning, or financial services environment.
- Demonstrable ability to manage complex, sensitive client situations including bereavement, legal process, and corporate restructure with composure and sound judgement.
- Working knowledge of corporate structures, shareholding, company lifecycle, and basic company law literacy.
- Proven ability to manage cross-functional relationships assertively with CoSec, Legal, Sales, and Operations.
Skills
- Client relationship management
- Board-level communication
- People leadership
- Written and verbal communication
- Project management
- Data integrity
- Salesforce data quality
Location
- Remote
- Hybrid
Work Type
- Full-time
- Hybrid working
Experience Level
- Senior level
Salary/Compensations
- Competitive salary
Benefits
- Contributory pension
- Hybrid/flexible working
- Ongoing learning and development opportunities
- Opportunities for professional development and career progression
About the Company
- Manages over £2.5 billion across Private Credit, Social Housing, Clean Heat, Energy, and Venture investment strategies.
- Serves both private (retail) and institutional clients.
- Has over 230 employees committed to improving the world.
- Is a certified B Corp.
- Is signed up to the Principles for Responsible Investment.
- Was named a Sunday Times 'Best Place to Work 2025 & 2026'.
Equal Opportunity
- Dedicated to providing fair and equal opportunities for all individuals.
- Does not tolerate discrimination based on age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status.
- Aims to create a welcoming and diverse work environment.
- Actively encourages individuals from various backgrounds to apply.