External Business Development Manager

Job ID
# of Openings
Business Entity
Octopus Property
Sales/Business Development
Permanent Full-Time


Octopus Investments is a fast-growing UK fund management business with leading positions in several specialist sectors including healthcare, energy and smaller company investing. Founded in 2000, Octopus manages more than £4.7 billion of funds on behalf of 50,000 investors.


Working closely with financial advisers, we create investment solutions that combine our expertise in smaller company investing with government approved tax reliefs. Our core product range currently includes Venture Capital Trusts, Enterprise Investment Schemes and Inheritance Tax Services offering award-winning solutions for investors looking for capital growth, income generation or capital preservation.


As an entrepreneurial company, we understand what it takes to build a business. We work hand-in-hand with some of the most successful entrepreneurs and management teams in the country to help finance companies capable of creating, transforming or dominating their industry. We invest in both private companies and those listed on the Alternative Investment Market.


Exceptional customer service and a straight talking approach to investing are integral to the way we do business at Octopus. We have twice been voted one of the best 100 smaller companies to work for, and are one of only two fund managers to have ever been rated AAA by Citywire.


Octopus’ success is based on its 350 employees adopting and applying values that make great businesses:


Customer obsession is about putting the customers’ needs at the heart of everything we do. We achieve this by listening, by making the complex simple and by delivering on our promises.


Focus on impact is about making things happen. It’s about recognising and avoiding the distractions. And it’s about executing really, really well.


Better and better is about having the humility to recognise that everything can be improved. We want a culture where everyone can put forward ideas and where people at all levels seek out, learn from and react positively to feedback.


Personality matters at Octopus. We want people who are willing to roll up their sleeves, are passionate about what they do, and who retain their humility despite all they achieve.  We are honest, open and decent, always


To build and maintain relationships with a selected universe of client firms to maximize Octopus opportunities and business levels across the Octopus product range. To identify both Tax & Trust and Asset Management opportunities and support Marketing and the Business Development Management Teams where appropriate.  Identify opportunities for innovation in product, markets and adviser engagement


Essential Job Functions

  • Build a ‘franchise’ within your region
  • Increase inflows through broadening number of supporting advisers and deepening their level of support.  Think creatively about how you can achieve this
  • Identify new opportunities for innovation across the business
  • Challenge yourself and others to improve knowledge, skills and processes
  • Face-to-face meetings with existing and prospective contacts
  • Maintain high levels of service across all aspects of the role, interfacing with other departments, as necessary.   
  • Work strategically with Internal Business Development Manager to maximise opportunites
  • Build structured plan to develop region and selected advisory firms.
  • Applies high level of technical knowledge to given scenarios and opportunities
  • Comprehend a complex suite of solutions and translate these into simple solutions for advisers
  • Demonstrates a repeatable sales process to maximize the impact of activity


It is recognized that this is an evolving role and outside of the essential functions above, the BDM may be required to undertake additional tasks related to increasing business for Octopus.


Non-essential Job Functions

  • Constantly improve product and industry knowledge 


  • Previous experience in a similar role, building and maintaining relationships with IFAs.
  • Experience in the bridging/alternative finance industries
  • Proven results of both incremental growth via existing relationships as well as the ability to attract and cement new business relationships.
  • Drive, ambition and self-motivation.
  • High level of numeracy with an ability to understand innovative and unique financial products.
  • Clear, concise and articulate with an ability to be influential when needed
  • Presentation skills.
  • High quality interpersonal skills with honesty and integrity in your style
  • Confident telephone manner.
  • Robust process skills with a flexible work ethic and ability to work effectively from home
  • Basic IT skills.


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