Job Profile Summary
To be primarily responsible for new business development and SP4 - Relationship Management within a specific geographical territory. 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.
To be primarily responsible for new business development and SP4 - Relationship Management within a specific geographical territory. 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
1. Develops new relationships, maintains, deepens and broadens existing relationships with Financial Adviser Firms and distributors in assigned territory through targeted prospecting activities.
2. 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.
3. Achieves sales and sales activity goals within the spirit of Vanguard's Code of Ethics.
4. 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.
5. 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.
6. 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.
7. Partners with select advisers/firms to participate in conferences, client seminars, and key producers to provide educational meetings and events.
8. Gathers and shares competitor and IFA intelligence with other divisions (e.g. Marketing and OPs) to improve the Vanguard proposition.
9. Leads/participates in other projects and performs duties as assigned.
10. 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.
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
FSA role: Yes
T & C role: Yes
Code Staff role: No
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.
