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- Tasks: Drive sales strategy and build relationships with Financial Advisers and Private Banks.
- Company: Join Octopus, a mission-driven company changing the world through investment.
- Benefits: Competitive salary, flexible working, wellness support, and generous holiday.
- Why this job: Be part of a high-performing team making a real impact in financial services.
- Qualifications: Experience in business development and strong interpersonal skills required.
- Other info: Dynamic environment with opportunities for growth and a commitment to diversity.
The predicted salary is between 43200 - 72000 £ per year.
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.
We’re looking for an External Business Development Manager (EBDM) to join our Retail Sales Team at Octopus Investments, covering a defined 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 is known for its technical expertise and personal service. As an EBDM, 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
Qualifications:
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
Bonus points if you have:
- Additional qualifications or experience in financial services
- A strong financial adviser network in London
- Knowledge of tax-efficient investments and inheritance tax advice
We encourage you to apply even if you don’t tick every box. 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 Information:
- A competitive salary, bonus, pension and share incentive plan
- Take what you need holiday
- Flexible working
- Anchor (our wellness hub) which includes Headspace, one to one coaching through Sanctus, Parent Cloud, Digital GP, Shout & more
- Enhanced family leave policies
- 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 and to change our Articles of Association so that the interests of all our stakeholders 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.
Senior External Business Development Manager - London employer: Octopus Investments
Contact Detail:
Octopus Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior External Business Development Manager - London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. Remember, it’s all about building those relationships that can lead to opportunities.
✨Tip Number 2
Prepare for those face-to-face meetings! Research the companies and individuals you’ll be meeting with. Tailor your pitch to show how you can add value to their business. Confidence is key, so practice your communication skills until they shine!
✨Tip Number 3
Follow up after meetings! A quick email thanking them for their time and reiterating your interest can go a long way. It shows you’re proactive and genuinely interested in building a relationship, which is super important in business development.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out. Plus, applying directly shows your enthusiasm for the role and gives us a chance to see your application in the best light.
We think you need these skills to ace Senior External Business Development Manager - London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior External Business Development Manager role. Highlight your experience with IFAs and any relevant achievements that align with the job description. We want to see how you can bring your unique skills to our team!
Showcase Your Communication Skills: Since this role involves a lot of interaction with Financial Advisers and Private Banks, it’s crucial to demonstrate your clear and articulate communication style. Use examples in your application that showcase how you've effectively communicated complex ideas in the past.
Highlight Your Relationship-Building Experience: We’re looking for someone who can build and grow relationships, so make sure to include specific instances where you’ve successfully developed long-term partnerships. This will show us that you have the interpersonal skills we value at StudySmarter.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at Octopus Investments
✨Know Your Stuff
Before the interview, dive deep into Octopus Investments and their products. Understand their market position, especially in tax-efficient investing. This will help you articulate how your experience aligns with their mission and values.
✨Showcase Your Relationships
Be ready to discuss your existing network of Financial Advisers and Private Banks. Highlight specific examples of how you've built and maintained these relationships, as this is crucial for the role.
✨Communicate Clearly
Practice explaining complex investment solutions in a straightforward manner. Use examples from your past experiences to demonstrate your ability to communicate effectively, which is key for engaging with advisers.
✨Emphasise Your Drive
Octopus is looking for self-motivated individuals. Share stories that showcase your ambition and drive, particularly instances where you've taken initiative to achieve results in a fast-paced environment.
