At a Glance
- Tasks: Build and manage key relationships to drive growth in investment solutions.
- Company: Join a certified B Corp committed to making a positive impact.
- Benefits: Competitive salary, flexible working, and opportunities for personal growth.
- Other info: Access to AI tools and a supportive, diverse work environment.
- Why this job: Be part of an innovative team that values your ideas and initiative.
- Qualifications: Experience in financial services and strong relationship-building skills.
The predicted salary is between 40000 - 50000 £ per year.
Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients. There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2025 & 2026'. If this sounds like an environment where you would flourish, then read on…
The Strategic Partnerships team is responsible for developing and managing Triple Point’s key distribution relationships with national advice firms, adviser networks, service providers, and other influential organisations across the UK financial services market. Part of the wider Retail Sales function of approximately 40 colleagues, the team plays a critical role in driving growth across Triple Point's adviser-led investment solutions, including Business Relief, Venture Capital Trusts (VCTs), and Income Service products.
This role sits within a team of four Strategic Partnerships professionals who work collaboratively to strengthen existing relationships, identify new business opportunities, and enhance Triple Point's presence within the adviser community. The team combines strategic account management with business development activity, helping to broaden distribution, deepen partnerships, and support the delivery of sustainable growth across the business.
The Role
- Build and manage relationships with a portfolio of key accounts to become a trusted partner, influencing senior stakeholders across national advice firms, networks, and strategic partners to increase awareness, engagement, and distribution of Triple Point's investment solutions.
- Partner closely with the Business Development team to support activity within key accounts - sharing market intelligence and building their understanding of advice guidance.
- Proactively expand relationships within advice firms through outbound activity, including telephone engagement, email campaigns, LinkedIn networking, and targeted prospecting.
- Deliver impactful training sessions and relationship meetings across virtual, in-person, and event settings, representing Triple Point professionally and building brand awareness across the adviser market.
- Collaborate with Marketing, Retail Strategy and other internal stakeholders to develop innovative content, campaigns, and collateral that enhance adviser engagement and support commercial objectives.
- Gather and communicate market insights, adviser feedback, and industry trends to help inform product development, proposition enhancements, and strategic decision-making.
- Take ownership of individual and team objectives, applying a broad commercial mindset to spot opportunities across the client base, support their progression, and protect existing business; contributing to the continued growth of the Strategic Partnerships function and the Retail Sales business.
Experience
Essential
- Strong knowledge of tax-efficient investment solutions, including Business Relief, Venture Capital Trusts (VCTs), and other adviser-led investment products.
- Ability to confidently engage with Financial Advisers and specialist firms, articulating the benefits, underlying investment strategies, risks, and key mitigants associated with tax-efficient solutions.
- Broad understanding of the UK financial services and intermediary market, including adviser firms, networks, platforms, and distribution channels.
- Demonstrate strong business development and stakeholder engagement skills, able to build credibility and influence at all levels.
- Commercially minded, able to identify opportunities for business growth and deepen strategic partnerships.
- Strong organisational and project management skills, able to manage multiple priorities and stakeholders effectively.
- Experience within financial services business development, strategic partnerships, key account management, or adviser-facing sales roles.
Desirable
- Hold, or be working towards, a relevant professional qualification (e.g. CII, CISI or equivalent).
- Familiarity with CRM systems and data-led account planning.
Personal Qualities:
- Have a proven ability to own & manage your business development plan to build new and enhance existing relationships with relevant firms such as financial advice networks, wealth managers and other adviser-led distributors.
- Be a good networker – identify strategic opportunities to promote Triple Point’s investment solutions; be able to assess the financial & resource costs of these opportunities and prioritise accordingly.
- Be able to share your knowledge internally with colleagues & other stakeholders in a collaborative way to help them achieve business goals.
- Be pro-active & commercially aware, able to demonstrate how you will become a trusted partner and encourage the use of Triple Point solutions.
- Be resilient and adaptable, with the ability to respond positively to changing priorities, market developments, and business needs.
- Have strong analytical skills, able to interpret management information and complex datasets, identify trends, and translate insights into meaningful actions that support business growth.
Why Join us?
You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued. Be part of an innovative and growing team. We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.
At Triple Point, high performance means living our values every day: Stay Curious, Be Generous, Take Thoughtful Action, Pull Together, Own It. In line with our values Stay Curious and Take Thoughtful Action every employee has access to AI tools. We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgment.
Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.
Apply today for further information! Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company. Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.
Strategic Partnerships Manager employer: Triple Point
At Triple Point, we pride ourselves on being a certified B Corp and a Sunday Times 'Best Place to Work' for 2025 & 2026, fostering a collaborative and innovative work culture that values curiosity and thoughtful action. Our employees enjoy a competitive salary, a comprehensive benefits package, and ample opportunities for professional growth in a supportive environment that encourages diversity and inclusion. Join us in making a meaningful impact while working alongside a talented team dedicated to leaving the world better than we found it.
StudySmarter Expert Advice🤫
We think this is how you could land Strategic Partnerships Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Triple Point. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Strategic Partnerships Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Triple Point.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Triple Point's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Triple Point
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Triple Point.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Triple Point will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Triple Point employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.