Business Development Executive

To identify and develop new relationships, and maintain, deepen, and broaden existing relationships with key distributors in assigned territory or channel, in partnership with a regional business development manager.

We are looking for a new Business Development Executive to join our established, high performing team. They will work in partnership with a regional based Business Development Manager and will be primarily responsible for developing new and deepening existing relationships with financial advisors within a designated territory. The successful candidate will engage with clients mainly via telephone and Teams, with most face-to-face meetings delivered by their partner. 

Core Responsibilities

• Develop, maintain, and broadens relationships with independent financial advisory firms. Gather thorough understanding of the philosophy and dynamics within these organisations.
• Supports smaller to mid-sized sales relationships, working in conjunction and under the guidance of regional based business development managers. Achieves sales and retention goals within the spirit of Vanguard's Code of Ethics.
• Supports regional BDM on a strategic sales plan to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success.
• Drives results by raising awareness of Vanguard's investment capabilities and services through targeted prospecting activities. Prospect activities may include cold calling, targeted mailings, hosting seminars, and attendance at industry conferences.
• Arranges face-to-face meetings for regional BDMs monthly.
• Develops, maintains, and broadens relationships with prospects and client organizations. Gathers thorough understanding of the philosophy and dynamics of the prospects and client organizations.
• Acts as a trusted adviser to prospects and clients and positions Vanguard products and services effectively.
• Develops knowledge of regulatory environment and ensures that Vanguard operates in compliance with applicable regulations.
• Collaborates and provides insight and direction to internal partners.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Undergraduate degree or equivalent combination of experience preferred.
• CII Certificate of Financial Planning qualified (or FPC). Diploma in Financial Planning (Dip PFS) or Investment Management Certificate (IMC) desirable.
• Minimum of five years financial services industry.
• 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 traveling for business.
• Excellent relationship management skills.
• Thorough knowledge of investments and competitive environment. Familiarity with Vanguard a plus.
• Good working knowledge of PC and MS Office software. Understanding of CRM systems.

Special Factors 

• Vanguard is not offering visa sponsorship for this position. 
• Hybrid working model

European Designations:

• MIFID
• Certified

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.