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- Tasks: Build and deepen relationships with financial advisers across Scotland and Northern Ireland.
- Company: Join Vanguard, a mission-driven company with a collaborative culture.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Frequent travel and a driving license are essential for this role.
- Why this job: Make a real impact in the financial services industry while developing your career.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 50000 - 60000 £ per year.
Business Development Manager role as part of Vanguard’s high performing Adviser Sales team, with responsibility for Scotland and Northern Ireland. The role focuses on developing new relationships and deepening existing partnerships with financial advisers and intermediary firms, including nationals and network relationships, across the region, with a strong emphasis on building trusted relationships.
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.
- Achieves sales and sales activity goals within the spirit of Vanguard's Code of Ethics.
- Raises awareness of Vanguard's investment 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.
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) desirable.
- Minimum five years financial services industry with at least three years relevant experience.
- 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 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
- European Designations: Certified, MIFID, T&Cs
- Frequent Travel required as part of role.
- Full Driving license essential.
- 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.
Business Development Manager employer: Vanguard
Contact Detail:
Vanguard Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager
✨Network Like a Pro
Get out there and meet people! Attend industry conferences, local meetups, or even online webinars. Building relationships with financial advisers and intermediary firms is key, so don’t be shy about introducing yourself and sharing what you can bring to the table.
✨Master Your Pitch
You’ve got to nail your elevator pitch! Make sure you can clearly articulate who you are, what you do, and how you can help potential clients. Practice makes perfect, so rehearse until it feels natural and confident.
✨Follow Up Like a Boss
After meeting someone, don’t just leave it at that. Send a quick follow-up email thanking them for their time and reiterating your interest in working together. It shows you’re proactive and serious about building those relationships.
✨Utilise Our Website
Check out our website for job openings and resources tailored to your career growth. Applying through us not only gives you access to exclusive opportunities but also connects you directly with our team who can help you land that Business Development Manager role!
We think you need these skills to ace Business Development Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Business Development Manager role. Highlight your experience in building relationships and managing territories, as these are key aspects of the job. We want to see how your background aligns with our mission at Vanguard!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial services and how you can contribute to our Adviser Sales team. Be sure to mention any relevant qualifications or experiences that make you a great fit for the role.
Showcase Your Communication Skills: Since this role requires superior oral and written communication skills, make sure your application reflects that. Keep your language clear and professional, and don’t forget to proofread for any typos or errors. We love attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about Vanguard while you’re at it!
How to prepare for a job interview at Vanguard
✨Know Your Market
Before the interview, dive deep into understanding the adviser marketplace. Familiarise yourself with investment philosophies, client bases, and product preferences. This knowledge will help you demonstrate your expertise and show that you're ready to be a trusted adviser.
✨Build Your Relationship Strategy
Prepare a clear strategy for how you would develop and deepen relationships with financial advisers. Think about specific examples of how you've successfully built partnerships in the past and be ready to discuss them. This will showcase your relationship management skills.
✨Master Vanguard's Offerings
Make sure you have a solid grasp of Vanguard's investment products and services. Be prepared to explain how these offerings can meet the needs of potential clients. This will not only show your enthusiasm but also your ability to educate others on the benefits of Vanguard.
✨Practice Your Communication Skills
Since superior oral and written communication skills are crucial for this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews or presenting your ideas to friends to refine your presentation skills before the big day.