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Business Development Executive

ExperiencedNo visa sponsorship
Vanguard logo

at Vanguard

Asset Management

Posted 5 days ago

No clicks

**Business Development Executive** at Vanguard: Drive UK adviser market growth by deepening client relationships, identifying opportunities, and showcasing Vanguard's investment philosophy. Manage noncomplex and high-value clients preferring virtual engagement. Key responsibilities include strategic planning, sales promotion, pipeline management, client onboarding, and collaborating with cross-functional teams. Requirements: Proven client-facing/sales experience in financial services, strong phone/web sales skills, relationship-building expertise, market understanding, and excellent communication skills. Hybrid role: 3 days/week in-office. Vanguard offers a culture of diversity, inclusion, and equal employment opportunities.

Compensation
Not specified GBP

Currency: £ (GBP)

City
London
Country
United Kingdom

Full Job Description

The Role

Join Vanguards dynamic Intermediary Sales team and play a key role in expanding our presence across the UK adviser market. Youll drive growth by deepening relationships with financial advisers, identifying new opportunities, and showcasing the strength of Vanguards 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. Youll manage a panel of noncomplex and high value clients who prefer virtual engagement, helping us grow assets and strengthen long-term partnerships.

In this role you will

  • Build and execute strategic panel plans to grow net cash flow and expand share of wallet across intermediary segments

  • Promote Vanguards 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 Vanguards 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 Vanguards 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

What it takes

  • 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

  • Vanguard is not offering visa sponsorship for this position

  • This is a hybrid position and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday)

Why Vanguard?

Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients.

This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.

It's what we stand for: value to investors.

Inclusion Statement

Vanguards continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: Do the right thing.

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguards core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Our 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. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform careers@vanguard.com if you need assistance completing this application or to otherwise participate in the application process.

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 Executive

Compensation

Not specified GBP

City: London

Country: United Kingdom

Vanguard logo
Asset Management

5 days ago

No clicks

at Vanguard

ExperiencedNo visa sponsorship

**Business Development Executive** at Vanguard: Drive UK adviser market growth by deepening client relationships, identifying opportunities, and showcasing Vanguard's investment philosophy. Manage noncomplex and high-value clients preferring virtual engagement. Key responsibilities include strategic planning, sales promotion, pipeline management, client onboarding, and collaborating with cross-functional teams. Requirements: Proven client-facing/sales experience in financial services, strong phone/web sales skills, relationship-building expertise, market understanding, and excellent communication skills. Hybrid role: 3 days/week in-office. Vanguard offers a culture of diversity, inclusion, and equal employment opportunities.

Full Job Description

The Role

Join Vanguards dynamic Intermediary Sales team and play a key role in expanding our presence across the UK adviser market. Youll drive growth by deepening relationships with financial advisers, identifying new opportunities, and showcasing the strength of Vanguards 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. Youll manage a panel of noncomplex and high value clients who prefer virtual engagement, helping us grow assets and strengthen long-term partnerships.

In this role you will

  • Build and execute strategic panel plans to grow net cash flow and expand share of wallet across intermediary segments

  • Promote Vanguards 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 Vanguards 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 Vanguards 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

What it takes

  • 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

  • Vanguard is not offering visa sponsorship for this position

  • This is a hybrid position and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday)

Why Vanguard?

Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients.

This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.

It's what we stand for: value to investors.

Inclusion Statement

Vanguards continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: Do the right thing.

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguards core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Our 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. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform careers@vanguard.com if you need assistance completing this application or to otherwise participate in the application process.

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.