Business Development Manager-South West Region | London, UK

To be primarily responsible for new business development and SP4 - Relationship Management within a specific geographical territory - South West Region. To work directly with targeted Financial Adviser Firms, and other distributors to increase the promotion and sales of Vanguard's products and services. To be part of a Regional Team of 2 (internal and external BDM) and the wider UK External Regional BDM team of 7.

Duties and Responsibilities

• Develops new relationships, maintains, deepens and broadens existing relationships with Financial Adviser Firms and distributors in assigned territory through targeted prospecting activities.
• Effectively manages territory by maintaining high quality business plan with clear segmentation and communications plans.
• Creates targeted messages for appropriate segments as well as supporting centrally organized initiatives affecting the regions.
• Achieves sales and sales activity goals within the spirit of Vanguard's Code of Ethics.
• Raises awareness of Vanguard's investments products and related services and delivers key Vanguard messages through targeted prospecting activities including but not limited to; cold-calling, direct mail campaigns, face-to-face meetings, branch meetings, and attendance at national and industry conferences.
• Thoroughly understands the philosophy and dynamics of the adviser marketplace (investment philosophy, client base, product preference, etc.).
• Acts as a trusted adviser/consultant in matching needs with Vanguard products and services.
• Educates advisers on the benefits of Vanguard and our product offerings.
• Develops a high level of expertise related to the capital markets, the investment management industry, and marketplace developments.
• Utilises this expertise, along with product knowledge, to be a trusted adviser to client and prospective clients, and positions Vanguard products and services effectively.
• Partners with select advisers/firms to participate in conferences, client seminars, and key producers to provide educational meetings and events.
• Gathers and shares competitor and IFA intelligence with other divisions (e.g. Marketing and OPs) to improve the Vanguard proposition.
• Leads/participates in other projects and performs duties as assigned.
• Creates and maintains a network of industry contacts around and relating to the eco-system of advice.

Qualifications

• Undergraduate degree or equivalent combination of experience and training.
• Minimum CII Certificate of Financial Planning qualified (or FPC).
• Diploma in Financial Planning (Dip PFS) or Investment Management Certificate (IMC).
• Minimum five years financial services industry with at least three years relevant experience.
• Superior oral and written communication skills.
• Demonstrated executive presence, poise, and strong presentation skills.
• Ability to work independently and adapt quickly and resourcefully to changing situations while travelling for business.
• Excellent relationship management skills.
• Thorough knowledge of investments and competitive environment.
• Preferred: Knowledge of leading Account Management CRM systems.
• Good working knowledge of PC and MS Office software.
• Specific knowledge of Specialist Investment areas.
• Specific Knowledge of Investment Platforms.
• Specific Knowledge of HNW Distributor Groups.

Special Factors

• Frequent Travel required as part of role.
• Full Driving license preferred.
• Vanguard is not offering visa sponsorship for this role.

Scope

• Jobholder reports directly to the Head of Advisory, UK Client Group.
• One of a team of Sales Executives providing support to Advisers in the UK.
• Works collaboratively with the other parts of the organization, e.g. Marketing, Operations, and Compliance.
• No direct management responsibilities but will work collaboratively with office based colleagues in co-managing adviser customers.

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.