External Business Development Manager – Liverpool

London, UK

Company Description

At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world. 

We think working here is great, but we’re understandably bias. Click here to explore Life at Octopus.

Job Description

About the Role

What's in it for me?

This is an opportunity for an innovative sales professional to further develop their skills, knowledge, and professional network. They will do this by managing and embedding themselves in a region which has a combination of established and growth accounts , across Liverpool, Chester, Warrington and Crewe.

Octopus is a market-leader in tax efficient investments, and we are looking for individuals who have the passion and ambition to deliver consistent results to the highest standards.

The team: 

The Octopus Investments retail sales team are a highly regarded, high performance team and the driving force behind Octopus Investments’ success. As an External Business Development Manager (EBDM), you would be joining this team, to educate and sell to a network of IFA’s, driving sales into our investment products.

We believe in delivering a brilliant journey for our all our customers and this role will include contributing to positive customer outcomes as part of the broader sales and customer team.

What will you be doing? 

The successful candidate will: 

  • Run a regional sales strategy including retaining, growing, and developing relationships with a network of Financial Advisers and Private Banks, to maximise sales opportunities for the Octopus Investments product range. This will be done through face-to-face meetings, events and presentations.
  • Work with Internal Business Development Managers to create and deliver a regional business plan to ensure your regions strategic directions are met by developing pipeline and closing opportunities.
  • Able to understand a complex suite of solutions and communicate them effectively to Financial Advisers.  
  • Communicate and work effectively with Fund Managers and Business Line Managers to ensure products and messaging is aligned with the customer.
  • Customer obsessed - Always acting with the customers best interest in mind.


Ideally, you’ll have:

✔️ Proven experience of high quality delivery in a business development role, preferably within the Financial Services sector

✔️ Proven results delivering growth through existing relationships, as well as the ability to attract and cement new business relationships. 

✔️ High quality interpersonal skills which emanate honesty and integrity. 

✔️ A clear, concise and articulate communication style, with an ability to be influential.

✔️ 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?

This role will evolve as we grow and develop. So, if you are looking for a challenge in a fast paced and dynamic business, we can deliver on that. 

Additional Information

What we offer

💰 A competitive salary, bonus, pension and share incentive plan
✈️ Untracked holiday
🏡 This role will be travelling around Liverpool/Chester so we need someone to be regionally based, with occasional travel into our London office.
⚓ Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP, employee assistance program & more
👪 Up to 6 months paid parental leave regardless of gender
❤️ Life insurance, critical illness cover and income protection
🏥 Private medical insurance for you and your family
🚗 Electric vehicle leasing

Our Values 
At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.   

We’re committed to creating a diverse and inclusive employee experience for all. We promote equal opportunities for growth and development regardless of race, gender, religion, sexual orientation, age, disability, or socio-economic background. We believe strongly that teams are at their best when every member of the team feels safe to bring their whole self to work.