External Business Development Manager – Liverpool

At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world. We think working here is great, but we’re understandably biased.

About the Role

This is an opportunity for an innovative sales professional to further develop their skills, knowledge, and professional network by managing and embedding themselves in a region with a combination of established and growth accounts across Liverpool, Chester, Warrington, and Crewe. Octopus is a market-leader in tax efficient investments, and we are looking for individuals who have the passion and ambition to deliver consistent results to the highest standards.

The team: The Octopus Investments retail sales team is a highly regarded, high-performance team and the driving force behind Octopus Investments’ success. As an External Business Development Manager (EBDM), you would be joining this team to educate and sell to a network of IFA’s, driving sales into our investment products. We believe in delivering a brilliant journey for all our customers, and this role will include contributing to positive customer outcomes as part of the broader sales and customer team.

What will you be doing?

• Run a regional sales strategy including retaining, growing, and developing relationships with a network of Financial Advisers and Private Banks to maximize sales opportunities for the Octopus Investments product range through face-to-face meetings, events, and presentations.
• Work with Internal Business Development Managers to create and deliver a regional business plan to ensure your region's strategic directions are met by developing pipeline and closing opportunities.
• Understand a complex suite of solutions and communicate them effectively to Financial Advisers.
• Communicate and work effectively with Fund Managers and Business Line Managers to ensure products and messaging are aligned with the customer.
• Be customer-obsessed, always acting with the customer's best interest in mind.

Qualifications

Ideally, you’ll have:

• Proven experience of high-quality delivery in a business development role, preferably within the Financial Services sector.
• Proven results delivering growth through existing relationships, as well as the ability to attract and cement new business relationships.
• High quality interpersonal skills which emanate honesty and integrity.
• A clear, concise, and articulate communication style, with an ability to be influential.
• Drive, ambition, and self-motivation.

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 are looking for a challenge in a fast-paced and dynamic business, we can deliver on that.

What we offer

• A competitive salary, bonus, pension, and share incentive plan.
• Untracked holiday.
• This role will require travel around Liverpool/Chester, so we need someone to be regionally based, with occasional travel into our London 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.

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 and to change our Articles of Association so that the interests of 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.