Retail Strategy Director

Triple Point; City of Westminster; Hybrid; GBP 80,000 - 120,000; Full time

Job summary

A dynamic investment firm in the United Kingdom is seeking a Retail Strategy Director to shape and execute its retail distribution strategy. The successful candidate will collaborate with cross-functional teams, contribute to fundraising plans, and manage product launches. Ideal applicants will have strong commercial acumen and extensive experience in financial services. This role offers a competitive salary, comprehensive benefits, and opportunities for growth in a collaborative environment.

Benefits

Competitive salary

Comprehensive benefits package

Opportunities for growth and progression

Hybrid/flexible working

Ongoing learning and development opportunities

Qualifications

• Experience in a product, strategy, or distribution role within financial services.
• Ability to interpret market insights and develop actionable strategies.
• Proven ability to create clear and compliant product messaging.

Responsibilities

• Shape and execute the retail distribution strategy.
• Contribute to the annual fundraising and distribution plan.
• Track roadmap progress and highlight risks.

Skills

Commercial acumen

Analytical skills

Excellent communication skills

Organisational skills

Collaboration skills

Job description

Overview

The Retail Strategy Director plays a pivotal role in shaping and executing Triple Point's retail distribution strategy. Partnering closely with the Chief Commercial Officer - Retail Distribution, Head of Distribution, and cross‑functional teams, the role ensures that products, propositions and market activities align with adviser needs, regulatory expectations and business growth objectives.

Responsibilities

• Contribute to the annual fundraising and distribution plan.
• Prepare analysis and insight on distribution channels, flows and adviser relationships.
• Support agreement of strategic product placement and alignment with target markets.
• Coordinate inputs to OpCo packs alongside the Chief Commercial Officer - Retail Distribution and Head of Distribution.
• Track the sales budget and key commercial performance metrics.
• Support identification of new product opportunities and enhancements informed by adviser, and customer insight.
• Coordinate activities at the point of product launch, ensuring documentation, processes and internal communications are in place.
• Coordinate the go‑to‑market plan for new products with stakeholders across Product, Marketing, Legal, Compliance, Operations and Digital.
• Review product literature and sales messaging.
• Support Product and Investment teams to shape and maintain product roadmaps.
• Translate product initiatives into clear actions, timelines and stakeholder responsibilities.
• Track roadmap progress and highlight risks, issues or dependencies.
• Act as a key point of contact for Sales on product‑related messaging and adviser communication.
• Prepare and maintain sales aids, FAQs and briefing materials.
• Design and deliver product training to the Distribution team and internal stakeholders.
• Maintain up‑to‑date training materials and support onboarding from a product perspective.
• Ensure sales collateral and product messaging meets regulatory standards and internal policies.
• Act as an operational liaison for Compliance and Risk on product processes and controls.
• Maintain MI and documentation to evidence good governance.
• Work with Digital to define requirements for adviser portals, online tools and customer journeys.
• Support testing and rollout of digital enhancements.
• Review usage insights and recommend improvements.

Qualifications

• Strong commercial acumen with the ability to interpret market insights and translate them into actionable strategies.
• Experience in a product, proposition, strategy or distribution role within financial services.
• 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.
• ven ability to work collaboratively and influence stakeholders across teams.
• Strong organisational skills with the ability to manage multiple workstreams simultaneously.

Desirable

• Experience in the tax‑efficient investment market (e.g., VCT, EIS, BR).
• Knowledge of adviser distribution channels and retail fundraising dynamics.
• Experience coordinating product launches or go‑to‑market activity.

Why Join Us

• You'll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
• Be part of a growing and innovative team.
• Since 2004, we've been bringing investment ideas to life and connecting capital with the right people and opportunities.
• We manage more than £2.5 billion for a broad range of investors across five key investment strategies.
• Triple Point is a certified B Corp, signed up to the Principles for Responsible Investment, and was named a Sunday Times 'Best Place to Work 2025'.

Function & Team

This role sits within the Retail Strategy team and works closely with teams across the business to develop and align the strategy for retail fundraising. The team sits within the wider Distribution team which focuses on raising and retaining assets under management (AUM) to drive business growth. They provide innovative financial solutions for advisers and clients, building relationships founded on trust, transparency, and integrity. The Retail Strategy team is currently a team of 5.

Benefits

• We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.
• Opportunities for professional development and career progression.
• Contributory pension.
• Hybrid/flexible working.
• Ongoing learning and development opportunities.
• Check out our comprehensive list of benefits HERE.

Values

• Stay Curious.
• Be Generous.
• Take Thoughtful Action.
• Pull Together.
• Own It.

In line with our values Stay Curious and Take Thoughtful Action, every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work. We see technology as a co‑pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.