Business Development Manager - South West (Devon & Cornwall)

Triple Point; Folly Gate; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

A leading investment firm in the United Kingdom is seeking an experienced Business Development Manager to drive growth in the South West region. You will be responsible for managing relationships with IFAs and wealth management firms, conducting meetings, and collaborating with internal teams for tailored solutions. The ideal candidate has a proven track record in building partnerships and possesses excellent communication skills. This role offers a competitive salary alongside performance-based bonuses and an excellent benefits package focused on employee development.

Benefits

Competitive salary

Performance-based bonus

Enhanced pension scheme

Private health insurance

Electric car scheme

Ongoing training and development

Qualifications

• Proven history of managing relationships with IFAs and wealth management firms.
• Strong interpersonal skills with the ability to engage various stakeholders.
• Ability to balance multiple priorities and manage a busy diary.

Responsibilities

• Manage relationships with IFAs and wealth management firms in Devon & Cornwall.
• Collaborate with internal teams to deliver tailored investment solutions.
• Provide feedback to enhance product offerings.

Skills

Relationship management

Communication skills

Commercial acumen

Leadership

Job description

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 West team you will be responsible for the Devon & Cornwall region where you will continue to build and grow the area 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 IFAs, 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.

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 West region, delivering regional targets in partnership with team colleagues.
• Fulfill 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.
• The ideal candidate is already managing IFA relationships and has a proven track record in developing and managing these relationships.
• In the case of not having experience with IFAs, 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 Devon or Cornwall.

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.

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 organisational 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.

Since 2004, we've been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.

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 2025'. If this sounds like an environment where you would flourish, then read on…

The Sales Function

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.

• 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 car scheme.

Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits.