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 ideally 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.
Its 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 Vanguards 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 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 informif 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.
Search the latest roles and opportunities at Vanguard. Apply today to join our industry-leading crew.