The role focuses on delivering net cash flow growth, expanding distribution of Vanguard products (particularly ETFs and index solutions), and positioning Vanguard as a strategic partner through insight-led engagement, platform-aligned solutions and long-term relationship development.
Key Responsibilities
Relationship & Account Management
Own and develop relationships with key digital wealth clients at all levels within the organisation, acting as a trusted partner for key decision makers
Build deep understanding of each client’s business model, growth strategy, customer base, and commercial priorities
Deliver consistent, high-quality client coverage with clear account plans and engagement strategies
Commercial Growth & Delivery
Drive net cash flow growth across the digital wealth channel, aligned to targets
Identify and execute on opportunities to increase product penetration
Develop and maintain a strong pipeline of opportunities, ensuring clear ownership and progression
Strategic Partnership Development
Move relationships beyond distribution to strategic partnerships
Collaborate with clients to identify mutual growth opportunities
Provide insights to influence client strategy and decision-making, positioning Vanguard as a thought leader
Cross Functional Collaboration
Work closely with internal stakeholders to:
Successfully deliver solutions aligned to client needs
Ensure seamless execution and client experience
Contribute to broader channel strategy and innovation initiatives
Market Representation & Brand Building
Represent Vanguard at industry events, panel discussions and via LinkedIn
Support the development and distribution of content, insights, and thought leadership to raise Vanguard’s profile in the digital wealth space
Key Skills & Experience
Essential
- Strong experience in asset management or wealth management
Proven track record of driving commercial growth and managing key client relationships
Deep understanding of ETFs, index investing, and portfolio construction
Excellent communication and influencing skills, with confidence engaging senior stakeholders
Excellent stakeholder management
Desirable
Experience working with, or covering ,Digital wealth / D2C platforms
Knowledge of UK retail investor trends and regulation (e.g. Consumer Duty)
Professional qualifications (e.g. CFA, IMC, Diploma)
Core Competencies
Commercial Acumen: Strong focus on delivering measurable growth and outcomes
Strategic Thinking: Ability to connect market trends to client strategy and opportunities
Relationship Leadership: Builds trusted, long-term partnerships
Collaboration: Works effectively across teams to deliver client outcomes
Execution Excellence: Maintains high standards of activity, pipeline management, and follow-through
Success Measures
- Delivery of NCF targets across digital wealth clients
- Growth in product adoption, particularly ETFs and scalable solutions
- Strength and depth of client relationships (including senior engagement)
- Development of a robust and balanced opportunity pipeline
- Contribution to strategic partnerships and channel growth initiatives
Special Factors
- London based with some travel expected
- Conduct Rules Staff
- Vanguard is not offering visa sponsorship for this position
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
