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- Tasks: Drive sales strategy and build relationships with Financial Advisers and Private Banks.
- Company: Join Octopus Investments, a mission-driven company changing the world.
- Benefits: Competitive salary, flexible working, wellness support, and generous holiday.
- Why this job: Be part of a high-performing team making an impact in tax-efficient investing.
- 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.
Our Retail Sales 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
- Strong leadership skills
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.
What we offer:
- 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 – 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.
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. You never know who might help you land that dream job!
✨Tip Number 2
Prepare for those interviews! Research Octopus and understand their values and mission. Be ready to discuss how your experience aligns with their goals, especially in building relationships with Financial Advisers and Private Banks. Show them you’re not just another candidate!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for the team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the Octopus family. Let’s make it happen!
We think you need these skills to ace Senior External Business Development Manager - London
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through! We want to see how excited you are about joining our team and making a difference in the world of business development.
Tailor Your CV: Make sure to customise your CV to highlight your relevant experience in business development, especially with IFAs. We love seeing how your unique skills align with what we’re looking for, so don’t hold back!
Be Clear and Concise: In your written application, clarity is key. Use straightforward language to communicate your achievements and experiences. We appreciate a well-structured application that gets straight to the point!
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’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Octopus Investments
✨Know Your Stuff
Make sure you’re well-versed in Octopus Investments' products and services. Familiarise yourself with their investment solutions, especially those related to tax-efficient investing. This will help you communicate clearly and confidently during the interview.
✨Showcase Your Relationship Skills
Prepare examples of how you've successfully built and maintained relationships with Financial Advisers and Private Banks. Highlight your interpersonal skills and integrity, as these are crucial for the role. Be ready to discuss specific strategies you’ve used to grow existing accounts.
✨Demonstrate Your Sales Strategy
Think about how you would approach creating a regional sales strategy for Octopus. Be prepared to share your ideas on how to engage with advisers and drive sales. This shows that you’re proactive and have a clear vision for success.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, company culture, and future growth opportunities at Octopus. This not only shows your interest in the role but also helps you assess if it’s the right fit for you. Remember, interviews are a two-way street!
