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For Companies At a Glance
- Tasks: Drive new business and build relationships with key financial clients.
- Company: Join Vanguard, a leader in investment management with a collaborative culture.
- Benefits: Enjoy hybrid working, competitive salary, and professional development opportunities.
- Why this job: Make a real impact in the financial sector while growing your career.
- Qualifications: Experience in financial services and strong relationship management skills required.
- Other info: Frequent travel expected; excellent career growth potential.
The predicted salary is between 43200 - 72000 £ per year.
Own responsibility for new business development and relationship management with key 3rd party relationships including wealth managers, banks, DFMs and other wholesale clients.
Duties and Responsibilities
- Works with the rest of the wholesale team to develop new relationships, maintain, deepen and broaden existing relationships with larger and more established wealth management firms, retail and private banks, asset managers and other wholesale clients.
- Responsible for a panel of clients including some of Vanguard's largest UK client relationships.
- Achieves Net new Cash Flow, AUM and retention targets within the spirit of Vanguard's Code of Ethics.
- Index ETFs, Index mutual funds, active mutual funds and ETFs product knowledge will be essential.
- Develops and maintains a high level of expertise related to industry & marketplace development.
- Utilises this knowledge to become a trusted partner to key Wholesale clients.
- Understands the Wealth Manager landscape and produces targeted, segmented prospect lists; prioritises sales activities by value and assists Sales Executive colleagues to focus on the priority targets where appropriate.
- Develops and builds relationships with Wealth managers, banks and Discretionary Adviser Groups through face-to-face contact, workshops, conference participation and other industry events.
- Thoroughly understands the philosophy and dynamics of the wholesale marketplace (investment philosophy, client base, product preference, etc.).
- Acts as a trusted adviser/consultant in matching needs with Vanguard products and services.
- Educates clients on the benefits of Vanguard and our product offerings.
- Shows sound understanding of individual clients and tailors Account Management approach accordingly.
- Identifies key influencers within specified market/territory & leverages these resources to build Vanguard awareness.
- Raises awareness of Vanguard investment products & related services and delivers key Vanguard messages through targeted prospecting activities with the target segment.
- Informs the Vanguard product development approach through insight of the requirements of this client segment.
- Maintains conversation with a wide audience on a systematic basis; sets & delivers clear, ongoing communication plan with key Wealth managers and Discretionary clients to build the Vanguard brand.
- Delivers thought leadership presentations at industry/adviser events/speaking opportunities.
- Serves as a coach and role model to more junior team members.
- Employs world class account management best practices, including key account plans which are shared with senior management.
- Gathers and shares competitor and client intelligence with other divisions (e.g. Marketing and PRD) to improve Vanguard proposition.
- Serves as the subject matter expert for Wholesale within Vanguard; acts as the face of Wholesale when participating in broader internal projects and as an ambassador for Vanguard.
- Participates in other projects and performs other duties as assigned.
Qualifications
- Undergraduate degree or equivalent combination of experience and training.
- Minimum Diploma in Financial Planning (Dip PFS) or Investment Management Certificate (IMC).
- Minimum five years relevant financial services industry experience within the Wealth Manager market segment.
- Superior oral and written communication skills.
- Demonstrated executive presence, poise, and presentation skills.
- Ability to work independently and adapt quickly and resourcefully to changing situations.
- Excellent relationship management skills.
- Thorough knowledge of investments and competitive environment.
Special Factors
- London based but frequent travel expected.
- FCA Role: Yes
- T&C Role: Yes
- Certified Role: Yes
- 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.
Strategic Account Manager - UK Wholesale employer: Vanguard Group
Contact Detail:
Vanguard Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Strategic Account Manager - UK Wholesale
✨Tip Number 1
Network like a pro! Get out there and connect with industry folks at events, workshops, and conferences. The more people you know in the wealth management scene, the better your chances of landing that Strategic Account Manager role.
✨Tip Number 2
Show off your expertise! When chatting with potential employers or clients, make sure to highlight your knowledge of investment products and the wholesale marketplace. This will position you as a trusted adviser and set you apart from the competition.
✨Tip Number 3
Tailor your approach! Each client is unique, so adapt your account management style to fit their needs. Demonstrating that you understand their specific challenges and goals can really help you build strong relationships.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you ace your job search and land that dream role. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Strategic Account Manager - UK Wholesale
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Strategic Account Manager. Highlight your experience in business development and relationship management, especially with wealth managers and banks. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about the wholesale market and how your skills align with our mission at Vanguard. Be genuine and let your personality come through.
Showcase Your Knowledge: We’re looking for someone who knows their stuff! Make sure to mention your understanding of investment products like ETFs and mutual funds. This will show us that you’re ready to hit the ground running.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our culture and values.
How to prepare for a job interview at Vanguard Group
✨Know Your Products Inside Out
Make sure you have a solid understanding of Vanguard's investment products, including Index ETFs and mutual funds. Be prepared to discuss how these products can meet the needs of wealth managers and banks, as this will show your expertise and ability to act as a trusted adviser.
✨Research the Wealth Manager Landscape
Before the interview, dive deep into the current trends and challenges within the wealth management sector. Understanding the dynamics of the marketplace will help you tailor your responses and demonstrate that you can effectively engage with key clients.
✨Prepare for Relationship Management Questions
Expect questions about your experience in building and maintaining client relationships. Have specific examples ready that showcase your relationship management skills, particularly with large clients or in complex situations, as this is crucial for the role.
✨Showcase Your Communication Skills
Since superior oral and written communication skills are essential, practice articulating your thoughts clearly and confidently. You might even want to prepare a mini-presentation on a relevant topic to demonstrate your presentation skills and executive presence during the interview.
