At a Glance
- Tasks: Drive growth by building relationships with financial advisers and showcasing Vanguard's investment philosophy.
- Company: Join Vanguard, a leader in the financial services industry with a commitment to equality.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional development.
- Other info: Work in a supportive culture that values diversity and offers career growth.
- Why this job: Make a real impact in a fast-paced environment while connecting with clients virtually.
- Qualifications: Experience in client-facing roles and strong communication skills are essential.
The predicted salary is between 35000 - 45000 € per year.
Join Vanguard’s dynamic Intermediary Sales team and play a key role in expanding our presence across the UK adviser market. You’ll drive growth by deepening relationships with financial advisers, identifying new opportunities, and showcasing the strength of Vanguard’s investment philosophy – all while delivering an exceptional virtual client experience. This role is ideal for someone who thrives in a fast paced, commercially focused environment and enjoys building meaningful connections via phone, video, and occasional face‑to‑face meetings. You’ll manage a panel of noncomplex and high value clients who prefer virtual engagement, helping us grow assets and strengthen long‑term partnerships.
Responsibilities
- Build and execute strategic panel plans to grow net cash flow and expand share of wallet across intermediary segments
- Promote Vanguard’s investment philosophy, portfolio construction expertise, and product range to financial advisers
- Own your pipeline – driving proactive outreach, creating opportunities, and accelerating sales velocity
- Identify and onboard new adviser relationships, expanding Vanguard’s footprint in the market
- Partner with senior sales colleagues on high potential clients who prefer virtual servicing
- Collaborate with other panel teams to share insights, coordinate opportunities, and maximise impact
- Apply Vanguard’s sales methodology to deepen client understanding and enhance sales effectiveness
- Work closely with Marketing, ISG, Product, and other internal groups to deliver exceptional client outcomes
- Build deep knowledge of the competitive landscape to position Vanguard effectively
- Contribute to key projects and support initiatives that elevate the adviser experience
Qualifications and Experience
- Previous experience working within a client facing or sales role within financial services
- Strong experience in phone- and web based sales – comfortable leading adviser conversations virtually
- Proven track record in building and maintaining strong professional relationships
- Solid understanding of fund management products and the intermediary market landscape
- Confident, polished, and persuasive communicator with excellent presentation skills
- Strong written and verbal communication abilities
Special Factors
- This is a hybrid position and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday)
Commitment to Equal Employment Opportunity: Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias.
Business Development Executive employer: Vanguard
Vanguard is an exceptional employer that fosters a collaborative and inclusive work culture, where employees are empowered to build meaningful relationships and drive growth in the UK adviser market. With a strong commitment to professional development, team members benefit from ongoing training and support, ensuring they thrive in a fast-paced environment while enjoying the flexibility of a hybrid working model. Join us at Vanguard, where your contributions directly impact our success and the experience of our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Executive
✨Tip Number 1
Get to know the company inside out! Research Vanguard’s investment philosophy and recent projects. This will help you speak confidently about how you can contribute to their goals during interviews.
✨Tip Number 2
Practice your virtual communication skills. Since this role involves a lot of phone and video interactions, make sure you’re comfortable presenting yourself and your ideas clearly in a virtual setting.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to referrals.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Vanguard team.
We think you need these skills to ace Business Development Executive
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Business Development Executive. Highlight your experience in client-facing roles and any relevant sales achievements that showcase your ability to build relationships and drive growth.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about Vanguard’s investment philosophy and how your skills align with the responsibilities outlined in the job description. Keep it engaging and personal.
Showcase Your Communication Skills:Since this role involves a lot of virtual engagement, make sure your written application reflects your strong communication abilities. Use clear, concise language and ensure there are no typos or grammatical errors – first impressions count!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Vanguard
✨Know Your Stuff
Before the interview, make sure you have a solid understanding of Vanguard’s investment philosophy and product range. Familiarise yourself with their approach to portfolio construction and be ready to discuss how you can promote these effectively to financial advisers.
✨Practice Virtual Engagement
Since this role involves a lot of virtual communication, practice your phone and video call skills. Set up mock interviews with friends or family to get comfortable leading conversations and presenting yourself confidently in a virtual setting.
✨Build Your Panel Plan
Think about how you would approach building and executing strategic panel plans. Be prepared to share your ideas on how to grow net cash flow and expand share of wallet across intermediary segments during the interview.
✨Showcase Your Relationship Skills
Highlight your experience in building and maintaining strong professional relationships. Prepare examples of how you've successfully engaged with clients in the past, especially in a sales context, to demonstrate your ability to deepen client understanding and enhance sales effectiveness.
