Interim Internal Sales Manager (FTC) in England

Puma Investments are looking for an Interim Internal Sales Manager to join our Business Development team in London. The role is a Fixed Term Contract with a duration of 12-18 months.

Puma Investments raises funds from a variety of sources including wealth managers and IFAs from the very large including SJP, Barclays Wealth, Evelyn Partners, and Cazenove, through regional players to the very small independents, from execution-only brokers and from HNWs. We also work with leading wrap platforms including Fidelity, Aberdeen, M&G and Transact.

Within this role, you will work closely with the Head of Business Development to develop and grow Puma’s business. This role is a hands-on leadership role, responsible for the delivery and execution of the internal sales strategy, and for leading and developing a high-performing internal sales team.

• Provide end-to-end leadership and accountability for the internal sales function
• Lead, coach, and develop Internal BDMs to sustain high performance and compliance
• Optimise the remit, structure, and operating process of the internal business development team, refining where necessary
• Set and monitor sales activity and targets
• Ensure product champions operate with clarity, credibility, and commercial impact
• Responsibility for recruiting, training and developing IBDMs to ensure they are technically knowledgeable and able to support the intermediary market in a compliant and competent manner
• Collaborate effectively with Client Onboarding and Client Relations to ensure a seamless client journey
• Analyse and leverage data and insights to drive informed decision-making and lead sales campaigns
• Lead continuous improvement through structured coaching and development initiatives
• Own and evolve KPI frameworks and reporting using PowerBI dashboards
• Attend and effectively contribute to the Monthly Sales meeting with the Head of Business Development and Associate Area Sales Directors to define and implement sales strategy
• Arrange and attend individual monthly development meetings with each of the Internal Business Development Managers, and the Head of Business Development
• Attend and effectively contribute to weekly Client Relations and Client Onboarding meeting
• Run weekly IBDM Team meeting

• Previous experience of leading a high-performing significantly sized internal sales function with a focus on selling tax efficient products, or case led products within financial services
• Demonstrable management, leadership and coaching capability, including the ability to identify capability gaps and guide individuals’ development in a supportive way
• Proven ability to develop deep technical understanding of product range to ensure teams compliance when communicating with clients
• A passion and desire to deliver outstanding customer service and instil that across the BDM team
• Commercially astute and results-driven
• A deep understanding of the role of an Internal BDM
• Proven ability to motivate and lead from the front with a confident and credible leadership style
• Highly organised with the ability to manage a wide range of tasks and responsibilities

• Kind
• Values-driven
• Excellent communicator
• Collaborative and approachable
• Adaptable and willing to get stuck into whatever needs doing
• Depth of character and gravitas but operating with humility
• The drive and attitude to excel in a high performing environment whilst maintaining high levels of integrity
• Energy, dynamism, and passion for complex business challenge
• Organised, rigorous and disciplined
• Pragmatic and practical

About Us: Founded in 2012, Puma Capital Group is an award-winning investment manager operating within the tax efficient space and is a leading provider of growth capital to UK SMEs and property finance to developers and real estate investors. The Puma Capital Group comprises four businesses focused on delivering long-term sustainable growth for our investors and partners: Puma Investments, Puma Property Finance, Puma Growth Partners, and Puma Public Markets. Collectively the Group has over £1 billion in assets under management, supports over 14,000 investors, and has funded over £3 billion in property developments across the UK.

We are proud to have assisted dozens of businesses across the UK elevate and build to deliver on their brilliant ideas. In the years since we were set up, Puma Capital Group has grown significantly. We are now around 140 people across the Group, with our staff working from our head office in London, and regional offices in Manchester and Edinburgh. It is an exceptionally exciting time for our business. Combining our already very strong track record with ambitious growth strategies, we have already developed our market share substantially and are looking to build further on our success.

At Puma, we are committed to fostering an inclusive and diverse workplace. As an equal opportunity employer, we consider all applicants for employment without regard to race, religion, age, sexual orientation, gender identity, gender reassignment, family or parental status, national origin, veteran status, neurodiversity, or disability status. We strive to provide a work environment free from discrimination and harassment, where everyone has the opportunity to thrive. Our commitment to equal opportunity extends to all aspects of employment, including recruitment, hiring, promotion, compensation, benefits, training, and development.

Importantly, research shows that men typically apply for roles when around 60% of the criteria is met, however, women and other underrepresented people often only apply when they tick every box. So, if you think you have what it takes, but don’t necessarily meet every single point outlined in the role description, please do still get in touch – we would love to hear from you!