Salesforce Portal Owner / Developer

About Triple Point

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy, and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.

There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2025 & 2026'.

If this sounds like an environment where you would flourish, then read on…

The Function & Team

The Digital and Technology team's purpose is to provide cutting-edge digital solutions that are safe and reliable whilst improving efficiency and reducing potential risks for everyone at Triple Point.

The Digital Transformation team looks after our core systems, the integration between them, and all aspects of data, from the data warehouse to reporting that provides clear insight into trends. It automates manual business processes, adopts emerging technology such as Gen/Adaptive AI tooling to make TP and our TP'ers more efficient. It also manages our outsourced Salesforce developers and quality assurance specialists to ensure delivery quality and pace.

The Role

As our Salesforce Portal Owner / Developer you own the end-to-end client digital journey - the investor and adviser portals and the experiences behind them. You are hands-on in Experience Cloud, building the components and complex financial calculations that power onboarding, illustrations, applications, and servicing, and you continually improve the platform.

This is a high-trust role: the portals hold significant client and investor personal and financial data in a highly regulated, high-risk part of the business, and you are their day-to-day data owner. It blends Salesforce development, product ownership, UX design, and a rigorous risk-and-compliance discipline. During the transformation, you steer the partner-delivered rebuild; day to day, you own and evolve the live client experience, and remain its in-house owner long after the programme completes.

The Role’s Key Responsibilities

Running the platform

• Own the end-to-end client digital journey across the investor and adviser portals - roadmap, UX, and delivery.
• Act as day-to-day data owner for the portal estate, treating data protection as first-order - GDPR / UK GDPR and FCA obligations (including Consumer Duty), data-subject requests, retention, and access control - and lead GDPR, security, and regulatory incident management (containment, remediation, and reporting) with the DPO and Compliance.
• Build and maintain the portal hands-on in Experience Cloud - Lightning Web Components, Apex, and scheduled jobs - across onboarding, illustrations, applications, and servicing.
• Own the complex client-facing financial calculations - illustrations and valuations, interest / return and payment schedules, withdrawals, and exit / buyback logic - keeping them accurate and well-tested.
• Own onboarding and application journeys end to end - KYC / AML (e.g., LexisNexis), document generation, and e-signature (e.g., DocuSign).
• Design and continuously improve the user experience - journey design, usability, accessibility (WCAG), and prototyping - for an intuitive, self-service-first portal.
• Keep the estate healthy - access and login (MFA / SSO), correspondence and notifications, tax / ISA statements, and data quality.
• Lead market and competitor intelligence - benchmark peer offerings and feed findings into the product backlog.
• Act as secondary deployer for portal releases under the Architect's DevOps and release model, and use AI to accelerate delivery and design (source control, DevOps agents, AI-generated prototypes).