Senior Reporting Manager at Triple Point

The Function & Team

The Marketing Function is at the very heart of Triple Point’s business. An integral part of the wider distribution group (Sales, Marketing and Client Service) with responsibility for all aspects of the marketing mix including strategy, brand, campaigns, content, advertising, digital, events as well as internal and external comms.

We act as a trusted adviser to stakeholders in investments, retail, wholesale and institutional sales as well as the senior leadership of Triple Point, we put the customer at the centre of all that we do. The Team is made up of 11 professionals, each bringing unique expertise spanning design, digital and channel marketing.

Role Overview

We are seeking an experienced Senior Reporting Manager to lead and reimagine our reporting function for both tax-advantaged and non-tax-advantaged financial products.

The role is part time - 3 days per week and is a unique opportunity to apply expansive thought to how reporting can go beyond fulfilling regulatory obligations to also enhance the customer experience, strengthen adviser relationships, and act as a retention-driving communication tool.

Reporting is currently predominantly retail in nature, though requirements are evolving to include wholesale and institutional clients. The successful candidate will also act as a mentor to our talented Junior Reporting Manager, laying the foundations for a best-in-class reporting function over the course of the contract.

Key Responsibilities

• Lead the reporting function across tax-advantaged and non-tax-advantaged products.
• Reimagine reporting processes to ensure they are:
• Fully compliant with regulatory requirements.
• Designed to enhance client and adviser engagement.
• A value-added communication channel supporting client retention.
• Oversee reporting deliverables across retail, wholesale, and institutional segments.
• Act as mentor and coach to the Junior Reporting Manager, fostering professional growth and embedding best practice.
• Partner with stakeholders across the business. These include the investment teams, group finance, compliance, product, legal, client operations, and the wider distribution team to align reporting with business goals.
• Work closely with external stakeholders, including our VCT registrar, company secretary and, occasionally, external designers.
• Drive continuous improvement initiatives to modernise reporting formats, delivery channels, and customer experience.

Required Knowledge & Experience

• 10+ years’ experience in financial services reporting, it’s essential you have experience in retail reporting, both in tax and non tax advantaged funds.
• Excellent understanding of tax-advantaged and non-tax-advantaged product structures.
• Experience preferred in both institutional/wholesale markets.
• Proven ability to manage regulatory reporting with accuracy and timeliness.
• Demonstrated experience in transforming reporting functions to better support client engagement and retention.
• Strong leadership and mentoring skills, with experience developing junior team members.
• Strong analytical and problem-solving skills with the ability to apply expansive thinking.
• Effective communicator, able to collaborate across diverse teams and influence at senior levels.

Desirable Competencies

• Experience in designing or implementing customer-centric reporting solutions.
• Familiarity with digital and data-driven reporting innovations.
• Exposure to both retail investor and institutional client requirements

Why Join Us

• Opportunity to shape and elevate a core business function.
• Flexible working: 3 days per week.
• Exposure to a wide range of financial products and client types.
• A collaborative culture committed to excellence and innovation.

Triple Point Values

At Triple Point there are five values we uphold as especially important in all our people. Read more on our website about how we embed our values to drive a high-performance culture.

·       Stay Curious

·       Be Generous

·       Take Thoughtful Action

·       Pull Together

·       Own It