The Function & Team 

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.