External Business Development Manager, Octopus Investments
South West
+ Bonus & Share Incentive Plan
Investing in companies changing the world.
Job no longer available
Investing in companies changing the world.
501-1000 employees
Job no longer available
+ Bonus & Share Incentive Plan
501-1000 employees
Company mission
Octopus Group is a B Corp whose mission is to invest in the people, ideas and industries that will help change the world.
Role
Who you are
- 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
- We encourage you to apply even if you don’t tick every box. What’s the worst that can happen?
Desirable
- Additional qualifications or experience in financial services
- A strong financial adviser network in the South West
- Knowledge of tax-efficient investments and inheritance tax advice
What the job involves
- We’re looking for a 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 BDM, 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
- 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
Our take
Octopus is a group of companies investing in innovative ideas from various industries. The Octopus Group incorporates Octopus Energy, Octopus Real Estate, Octopus Investments, Octopus Ventures and Octopus Labs.
Across its financial services business, the company cares as much about the impact its investments have as it does about the returns it generates for its investors.
Since its inception, the company has grown significantly and has more than 3 million domestic customers and now actively operates in 18 countries.
Steph
Company Specialist at Welcome to the Jungle
Meet the team
10 people
Jessica Bourdon-Pierre, Portfolio Manager
Insights
Company
Company benefits
- Critical Illness Cover & Death In Service
- Health Insurance
- Pension Plan
- Performance Bonus
- Share Incentive Plan
- Hybrid Working (3 days in the office, 2 days remote)
- Childcare Vouchers
- Sick pay
- 'Take what you need' Annual leave
- £3000 Bike to Work Scheme
- Employee Discount Portal
- Professional Development & Training
- Monthly 'Drink Up'
- The Greatest Christmas Party Ever
Company values
- Be Helpful: We like people who behave like it’s always day one and who remember that without our customers there is no business.
- Be Straightforward: We like people who have opinions and who express them in a way that’s respectful and easy to understand
- Be Bold: We like people who make decisions quickly and who are OK changing their mind if it turns out there’s a better way of doing things
Company HQ
Holborn, London, UK
Articles
Leadership
Simon Rogerson
(Co-Founder & CEO)Previously worked at Octopus Investments for 20 years, first as Chief Executive and co-founder for 19 years and then as Executive Chairman for 1 year.
Chris Hulatt
(Co-Founder)Previously Investment Manager at Mercury Asset Management for 2 years and Non Executive Director at ClearlySo for 4 years.
Diversity, Equity & Inclusion at Octopus Investments
Daniel Chapman-Harris (Head of Learning & Development, Head of D&I Steering Group)
- 50/50 gender split across all senior leadership roles (currently 47% female / 53% male)
- 15% of managerial roles and above will be held by people from an ethnic background (Currently 8%)
- We partner with Black Young Professionals network, Investment 2020, Work180, Women in Finance, 10,000 Black Interns and more to promote D&I at Octopus and in the Investments industry
- We host events aimed at women in the financial services industry and how we can attract & support people in this space
- We host internal D&I events on how to support ethnic backgrounds in the workplace, Neurodiversity and more!
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