How your CV stacks up
Upload your CV to see how well it fits this job role
?%
About The Role
Purpose
The BAM Team Development Lead is a first-line team role designed to provide day-to-day coaching, mentoring, and operational support for the Business Account Managers (BAM) team.
The role is expected to lead by example, help develop the team, support strong adviser engagement, and drive results in a motivational and collaborative team environment.
You will be working closely with the Sales & Development Director, who retains overall accountability for formal line management, performance management, and employee relations matters. The BAM Team Development Lead will support regular 1:1s, coaching conversations, call listening, and team development activity in line with 7IM values and FCA Consumer Duty principles.
Responsibilities
Coaching, Development, and Team Support
- Conduct regular call listening sessions with BAMs, providing constructive feedback to improve call quality, adviser engagement, conversion, and confidence.
- Support structured 1:1 meetings with each BAM, using agreed objectives and follow-up actions to encourage development and accountability.
- Coach and mentor junior colleagues through positive example, practical guidance, and consistent feedback.
- Help develop a motivational, supportive, and high-performing team culture aligned to 7IM values and the BAM career pathway.
- Support onboarding and early-stage development for new starters, helping them build confidence, technical knowledge, and effective working habits.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Activity Management and Results
- Monitor team activity, productivity, and quality indicators to help maintain momentum and drive results across aligned BDM regions.
- Help reset, maintain, and communicate KPIs so that expectations are current, fair, visible, and motivating.
- Provide regular updates to the Sales & Development Director on team performance, coaching themes, risks, and recommended interventions.
- Encourage BAMs to optimise their day-to-day activity in support of their aligned BDMs, adviser relationships, and regional priorities.
Operational Oversight
- Act as a first point of contact for day-to-day BAM queries, escalating matters where appropriate.
- Support holiday planning and regional coverage, ensuring the team maintains appropriate adviser support and operational continuity.
- Promote CRM discipline, accurate activity records, and consistent ways of working across the BAM team.
- Work collaboratively with the Sales & Development Director and wider Business Development team to identify process improvements and remove barriers to performance.
Skills
About You
- Strong coaching and feedback skills, including the ability to support colleagues through call listening, practical guidance, and regular development conversations.
- Ability to lead by example while balancing personal Team Lead activity with team support responsibilities.
- Motivational and approachable communication style, with the confidence to encourage accountability without being authoritarian.
- Strong organization and prioritization skills, with the ability to manage the team and advise.
- Commercial awareness and the ability to connect activity, quality, and adviser engagement to business outcomes.
- High attention to detail and CRM discipline, supporting reliable reporting and follow-up.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Knowledge
- Good understanding of the 7IM proposition, adviser landscape, and the BAM/BDM operating model.
- Understanding of effective business development activity, adviser engagement, and conversion behaviors.
- Awareness of team coaching approaches, including 1:1s, feedback, call quality review, and development planning.
- Working knowledge of internal systems, reporting tools, and CRM expectations relevant to BAM activity management.
- Understanding of 7IM values, internal people policies, and FCA Consumer Duty principles as they apply to team behaviors and client/adviser outcomes.
Qualifications
- Relevant financial services or business development experience is required.
- Formal management qualifications are not essential; however, coaching, leadership, or people-management training would be beneficial.
- Relevant financial services qualifications, or willingness to undertake appropriate learning, would be advantageous.
About Us
Not Specified
Apply
Share
- Share Vacancy on Facebook
- Share Vacancy on X
- Share Vacancy on LinkedIn
- Share Vacancy on WhatsApp
- Send Vacancy to a friend
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location