Regional Director - North

Triple Point; Greater London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A forward-thinking investment firm in Greater London seeks a Regional Director for Retail Sales to lead their Northern Division. The ideal candidate will manage a high-performing team, drive business development, and enhance investment strategies. This role requires proven experience in team management and adviser relations, alongside strong commercial acumen and leadership abilities. A competitive salary and benefits package is offered, along with opportunities for professional development.

Benefits

Competitive salary

Comprehensive benefits package

Professional development opportunities

Hybrid/flexible working

Qualifications

• Proven experience managing a team of individuals.
• Ability to motivate and challenge individuals while driving growth.
• Strong analytical skills support decision-making.
• Experience in tax-efficient investment market (Business Relief/VCT).

Responsibilities

• Lead the Northern Division Business Development team.
• Set performance expectations for the Business Development Managers.
• Guide the wider sales function and contribute to strategic thinking.
• Identify skills gaps and lead training programs for the team.
• Mentor Business Development Managers for measurable improvement.
• Ensure consistent standards and best practice across the sales function.

Skills

Knowledge of adviser distribution channels

Proven team management experience

Leadership and motivation skills

Strong commercial acumen

Excellent communication skills

Analytical skills

Collaborative work ability

Strong organizational skills

Experience in tax-efficient investments

Job description

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 Team

The role sits within the Retail Sales team and reports to the Head of Retail Sales. The Regional Director North has responsibility for leading the Northern division, overseeing a team based in the London office and in the field across the North East, North West, West Midlands and Scotland.

The division is structured across four regions, with 11 individuals operating across the geography. The role carries direct accountability for delivering new business generation across all four regions, with responsibility for driving performance across the full Triple Point Retail Product Suite, including Inheritance Tax services, Venture Capital Trusts and Income Service products.

The role is open to candidates based in London or in the regions, with regular travel to the London office and across the regions required.

Role Purpose

The purpose of this role is to lead, motivate and develop a high‑performing team of Business Development professionals. The Regional Director is accountable for driving strong commercial outcomes through clear leadership, disciplined performance management and consistent coaching. They will create a high‑energy, results‑driven culture while ensuring the team operates fully within Triple Point’s compliance framework and best practice standards. This role plays a critical part in building capability, raising standards and delivering sustainable growth for the business.

Key responsibilities include:

• Lead the Northern Division Business Development team, supporting 11 team members to grow Assets Under Management across the region.
• Set clear performance expectations and directly influence the Business Development Managers within the division to deliver agreed targets and outcomes.
• As a member of the Retail Sales leadership team you will guide and shape the wider sales function, contributing to strategic thinking, sales training, career development, sales messaging, marketing activity and recruitment.
• Identify skills gaps and training needs across the team, leading structured training programmes and ensuring every individual has a clear, actionable development plan.
• Review and assess meetings and calls to identify coaching, capability and compliance requirements, working closely with individuals and team leaders to drive measurable improvement.
• Act as a role model, mentor and trusted sounding board for Business Development Managers within the division.
• Work closely with the Head of Retail Sales to ensure consistent standards, behaviours and best practice across the wider Retail Sales function.
• Co‑facilitate quarterly and annual performance reviews alongside senior management, providing clear feedback and development direction to direct reports.
• Attend client and intermediary meetings where senior representation is required, demonstrating strong product knowledge and commercial credibility, despite not holding direct relationships.
• Partner with the Strategic Partnerships team to increase Northern exposure within key accounts and support the development of those relationships.
• Drive continuous improvement across products, operations, training and marketing by identifying feedback, proposing solutions and leading change with relevant stakeholders.

Skills and Experience

Required:

• Knowledge of adviser distribution channels with proven experience managing relationships with advisers at some point in your career so far
• Proven experience managing a team of individuals
• A natural leader with the ability to motivate and challenge individuals, combined with a clear drive to grow Assets Under Management and position Triple Point as a leading provider within its market.
• Strong commercial acumen with the ability to interpret market insights and translate them into actionable strategies.
• Excellent written and verbal communication skills, with proven ability to create clear, compliant product messaging.
• Strong analytical skills and confidence using data to support decision‑making.
• Proven ability to work collaboratively and influence stakeholders across teams.
• Strong organisational skills with the ability to manage multiple workstreams simultaneously.
• Experience in tax‑efficient investment market (Business Relief/VCT)

Why Join Us

• Be a part of a forward-thinking, growing and innovative company.
• Work with a talented and driven team in a collaborative and connected environment.
• Competitive salary and comprehensive benefits package.
• Opportunities for professional development and career progression.

High Performance at Triple Point

High Performance at Triple Point means living our values at the top of your game.

Our five values are below, you can read more on our website about how we embed our values to drive a high‑performance culture.

• Take Thoughtful Action
• Pull Together
• Own It
• 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 benefitsHERE.
• Apply today for further information!

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.

Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.