BAM Team Development Lead

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.

• 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.

• 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

• 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 organisation and prioritisation 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.

• Good understanding of the 7IM proposition, adviser landscape and the BAM/BDM operating model.
• Understanding of effective business development activity, adviser engagement and conversion behaviours.
• 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 behaviours and client/adviser outcomes.

• 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.