Business Development Executive 12 Month FTC

Role Overview
TrinityBridge is looking to recruit a Business Development Executive to support business development activities in the professional intermediary market and with private clients. The specific segments of the intermediary market that the role will focus on include, but are not limited to, investment consultants, law firms, accountants, trustees (both onshore and offshore) and other businesses that have similar target clients to those of TrinityBridge. The role is primarily focused on driving new business into the Bespoke Investment Management teams at TrinityBridge, as well as the Advice business, and may span our wider investment range. This position will be predominantly home‑based with some travel to our offices and events.

Key Responsibilities

Help the Head of Business Development – Bespoke Investment Management (HBD) deliver the Business Development team’s objectives and targets.

Support the HBD in developing and growing productive, business‑generating relationships in the target market, including existing TrinityBridge relationships and new independent relationships.

Assist the HBD in driving the ongoing contact strategy within the target market; distribute TrinityBridge communications and attend events to support brand and proposition awareness.

Alongside the HBD, oversee and develop the preparation of TrinityBridge’s investment and Advice teams for presentations and pitches.

Identify and implement business development initiatives and added‑value services that can be delivered by the Business Development team to achieve the team’s objectives and targets.

Convincingly articulate TrinityBridge’s investment and advice proposition to the target market, demonstrating clear and comprehensive understanding of wealth management.

Help raise TrinityBridge’s brand profile and reputation in its target market and act as an ambassador to lead this effort.

Build strong and trusted relationships between the Business Development team and the TrinityBridge investment management and Advice teams nationally.

Build strong and trusted relationships with other business areas including, but not limited to, the Investment Specialists team; Marketing; Finance; Compliance and Risk.

Work with the Marketing team to develop and maintain suitable slides and collateral for promoting the TrinityBridge proposition within the target market.

Use and develop monitoring systems and controls to ensure ongoing, accurate and comprehensive management information for reporting.

Regulatory Responsibilities & Compliance/T&C

Ability to demonstrate an understanding of the regulatory framework relevant to the role, practising effective risk management and considering client outcomes.

Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow the principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

As a Certified Person under SMCR, you must accept responsibility and demonstrate an understanding of the FCA certification framework you perform, ensuring you meet and abide by the FCA’s fit and proper test and Conduct Rules, and comply with all internal policies, procedures and standards.

About You – Qualifications, Skills and Strengths

2–5 years’ experience in a similar position.

Strong working knowledge of investment consultants and trust companies (onshore and offshore), law firms and accountants.

Established intermediary relationships and a proven track record of developing and nurturing new intermediary relationships.

Excellent organisational and presentational skills.

Strong team‑player and collaboration skills.

Excellent communication and interpersonal skills.

High energy with good initiative and problem‑solving skills.

High levels of integrity and professionalism.

Equal Opportunities
As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee or candidate is subject to discrimination on grounds of any characteristics including, but not limited to, gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

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