Strategic Relationship Associate

5 months ago

London, United Kingdom Triple Point LLP Full time

**Triple Point stands for something: for making a difference to communities through purpose-driven investments, and for generating long-term, sustainable profit for investors. Everyone who works at Triple Point stands for these things too, and we're empowered to help the company succeed. As a result, we build stronger relationships with our partners, produce smarter solutions, and generate better results.**

**Our business is built on finding unrecognised signals, and coming up with new combinations to serve our clients, society, and each other. And to do that, we need people who look laterally. People who practice active listening, ask questions that propel us forward, and seek out experiences that broaden our collective perspective. People who are curious and active - so they can unearth new opportunities and deliver meaningful results.**

**There are 230 of us at Triple Point. Engineers rub shoulders with lawyers, and **accountants work alongside investment professionals. It's important to us everyone's voices are heard, and that everyone can contribute to decision-making.**

**We trust each other and we take care of each other. We promote mental, physical and financial wellbeing so our people can work mindfully then step away to recharge.**

**Role Summary**

We are seeking a highly motivated and organised individual to join our team as a Strategic Sales Support. In this role, you will be responsible for providing critical support to the strategic and wider sales team, with a particular focus on market intelligence gathering, CRM campaign management. The jobholder will manage and help co-ordinate activity and planning around industry events where the Triple Point has a presence.

This diverse role covers administrative support, managing slides, conducting post-event calls, generating reports, managing CPD certificates, and, most importantly, demonstrating the value of Strategic Partner relationships through post-event calls and follow-up, by passing on qualified leads to the wider sales team.

**Key Responsibilities**
- Make an active contribution to distribution the team fundraising target
- Represent Triple Point with Strategic Accounts.
- In conjunction with the Strategic Partnership Team build a structured plan to develop and enhance existing and new relationships.
- Manage and own the post-event follow-up process, including gathering feedback and actively pursuing new business opportunities within the IFA market. Gather and analyse Management Information from events.
- Work with the existing team of Regional Development Managers to deliver specific solutions for investor's needs.
- Collaborate with the marketing team to create slide decks and collateral materials for presentations and conferences.
- Provide updates to strategic partners on existing products, coordinate due diligence questionnaires, help answer technical queries.
- Stay well-informed about the latest industry developments, particularly those that could impact distributors, advice firms, and Triple Point.

**Knowledge and Experience**
- Financial service qualifications, working towards Level 4 desirable.
- Knowledge of the UK financial services intermediary market.
- Knowledge of the UK tax efficient investment market.
- Strong sales and commercial focus.
- Excellent communication skills, both written and verbal.
- Strong Project management skills.
- Self-starter - prepared to manage sales call pipeline.
- Industry knowledge (regulatory, technical and competitor).

**Alongside our wellbeing initiatives, the successful applicant can expect, a very competitive salary, support in the attainment of professional qualifications, 28 days holiday, PMI, pension plan and a generous bonus scheme.**
- 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._

**STRICTLY NO AGENCIES

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