Business Development Executive
Business Development Executive
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Job Description
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 facetoface 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 midsized sales relationships working in conjunction and under the guidance of regional based business development managers. Achieves sales and retention goals within the spirit of Vanguards 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 Vanguards investment capabilities and services through targeted prospecting activities. Prospect activities may include cold calling targeted mailings hosting seminars and attendance at industry conferences.
- Arranges facetoface 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 inperson learning collaboration and connection. We believe our missiondriven and highly collaborative culture is a critical enabler to support longterm client outcomes and enrich the employee experience.
Employment Type
Full-Time
