External Business Development Manager - South Central

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What’s in it for you?

We’re looking for an External Business Development Manager (EBDM) to join our Retail Sales Team at Octopus Investments, covering our South Central 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

The External Business Development Manager (EBDM) role is a key position within the retail sales team. The successful candidate will take ownership of the South Central region, developing a clear regional strategy across Surrey, Hampshire and West Sussex to retain, grow and develop relationships with Financial Advisers and Private Banks. This is a highly visible, externally facing role focused on driving commercial outcomes through strong account management, targeted business development activity and consistent adviser engagement. Success in role will come from combining strategic territory management with high-quality relationship building, supported by close collaboration with Internal Business Development Managers, Fund Managers and Business Line Managers. 

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

To be successful in this role, you’ll need:

✔️ Proven experience in a business development role within financial services
✔️ 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

✔️Be in commutable distance to South Central. 

Bonus points if you have:

⭐ Additional qualifications or experience in financial services
⭐ A strong financial adviser network in the Cotswolds
⭐ Knowledge of tax-efficient investments and inheritance tax advice

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’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 (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests 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.