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Job DescriptionWhat’s in it for you?
We’re looking for a External Business Development Manager (EBDM) to join our Retail Sales Team at Octopus Investments, covering the North West region with a mix of established and growth accounts. You’ll be joining a high-performing, fast-paced team that’s passionate about delivering world-class service to our network of Financial Advisers and Private Banks.
You’ll have the autonomy to run your own regional sales strategy, build long-term relationships, and drive sales into our market-leading investment products. You’ll be supported by a collaborative team, bespoke training, and a culture that rewards ambition and integrity.
The team
Our Retail Sales Team is known for its technical expertise and personal service. As an BDM, you’ll be at the heart of our success, educating and engaging with advisers, collaborating with internal teams, and helping shape the future of tax-efficient investing.
What you’ll be doing
- Own and deliver a regional sales strategy
- Build and grow relationships with Financial Advisers and Private Banks
- Lead face-to-face meetings, events and presentations
- Collaborate with Internal Business Development Managers to create and execute business plans
- Communicate a complex suite of investment solutions with clarity and confidence
- Work closely with Fund Managers and Business Line Managers to ensure product alignment
- Keep CRM systems updated and manage a busy inbox with ease
- Always act in the best interest of the customer
To be successful in this role, you’ll need:
✔️ Proven experience in a business development role dealing with IFAs
✔️ A track record of growing existing relationships and attracting new ones
✔️ High-quality interpersonal skills, honesty and integrity
✔️ A clear, articulate communication style
✔️ Drive, ambition and self-motivation
✔️ Based in the North West and able to travel that region to meet with IFAs
Bonus points if you have:
⭐ Additional qualifications or experience in financial services
⭐ A strong financial adviser network in the North West
⭐ Knowledge of tax-efficient investments and inheritance tax advice
We encourage you to apply even if you don’t tick every box. What’s the worst that can happen?
This role will evolve as we grow and develop. So, if you’re looking for a challenge in a fast-paced and dynamic business, we can deliver on that.
Additional InformationWhat we offer
💰 A competitive salary, bonus, pension and share incentive plan
✈️ Untracked holiday
🏡 Hybrid working – most of our people spend 50% of their time in the office
⚓ Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP, employee assistance program & more
👪 Up to 6 months paid parental leave regardless of gender
❤️ Life insurance, critical illness cover and income protection
🏥 Private medical insurance for you and your family
🚗 Electric vehicle leasing
🌍 The option to work overseas up to a month per year
Our Values
At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.
We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.
We're proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.
What We Do
Octopus Investments, part of the Octopus Group, is an investment company investing in the people, ideas and industries that will change the world. We manage investments for retail and institutional investors, investing the £13.4* billion they have entrusted to us into the areas where we believe we can have the greatest impact. More than 85% of the money we manage is invested in line with one or more of our three investment themes: empowering people, revitalising healthcare and building a sustainable planet. Our retail investors and the financial advisers that support them, have many different goals, from supporting their families to lead better lives and effectively passing down wealth to protecting their money and directing it to places that need it. We provide a range of products that help them to achieve these aims, including Venture Capital Trusts, Enterprise Investment Schemes, Business Relief-qualifying investments and listed UK small and medium-sized company funds. We support our institutional investors to meet their investment mandates on behalf of their end investors, across five specialist asset classes: renewable energy, sustainable infrastructure, real estate, healthcare and venture capital. Octopus Real Estate and Octopus Ventures are part of Octopus Investments. * Octopus as at 31 June 2024 Funds Under Management data includes undrawn commitments, funds under advisory mandates and funds monitored. It also includes funds under the management of Octopus Renewables Limited. Octopus Investments Ltd is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No.03942880.
