Vanguard
Financial Services
BusinessDevelopmentManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Business Development Manager at Vanguard. Skills: Business Development, Sales, Relationship Management, Financial Advisory. Develop new relationships with Financial Adviser Firms and distributors. Maintain, deepen and broaden existing relationships with Financial Adviser Firms and distributors”
What You'll Achieve.
Achieves sales and sales activity goals; Growing adoption of Vanguard’s component fund range
Industry & Context.
Frequent Travel required, Full Driving license essential, European Designations: Certified, MIFID, T&Cs
What They're Looking For.
Must Have
Minimum five years financial services industry with at least three years relevant experience, 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 travelling for business, Excellent relationship management skills, Thorough knowledge of investments and competitive environment, Full Driving license essential
Nice to Have
Diploma in Financial Planning (Dip PFS) or Investment Management Certificate (IMC) desirable, 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
What You'll Do.
Develop new relationships with Financial Adviser Firms and distributors
deepen and broaden existing relationships with Financial Adviser Firms and distributors
Manage territory by maintaining a high-quality business plan
Create targeted messages for appropriate segments
Achieve sales and sales activity goals
Raise awareness of Vanguard's investments products and related services
Deliver key Vanguard messages through targeted prospecting activities
Act as a trusted adviser/consultant in matching needs with Vanguard products and services
Educate advisers on the benefits of Vanguard and our product offerings
Develop a high level of expertise related to the capital markets
the investment management industry
and marketplace developments
Position Vanguard products and services effectively
Partner with select advisers/firms to participate in conferences
and key producers to provide educational meetings and events
Gather and share competitor and IFA intelligence
How You'll Work.
Team & Collaboration
Working in close partnership with an internally based Business Development Executive; Gather and share competitor and IFA intelligence with other divisions (e.g. Marketing and OPs)
Communication Scope
Superior oral and written communication skills; Presentation skills
Full Job Description
Business Development Manager role as part of Vanguard’s high performing Adviser Sales team, with responsibility for Scotland and Northern Ireland. We are seeking a Business Development Manager to join Vanguard’s high‑performing Adviser Sales team, with responsibility for Scotland and Northern Ireland. The role focuses on developing new relationships and deepening existing partnerships with financial advisers and intermediary firms, including nationals and network relationships, across the region, with a strong emphasis on building trusted relationships. The role has a strong commercial focus on Advisor Solutions, including Vanguard’s Model Portfolio Service and multi‑asset funds, alongside direct responsibility for growing adoption of Vanguard’s component fund range. Working in close partnership with an internally based Business Development Executive, the Business Development Manager will lead strategic, face‑to‑face engagement, operate effectively within complex intermediary decision‑making environments, and act as a trusted consultant representing Vanguard within the region. **Duties and Responsibilities** * Develops new relationships, maintains, deepens and broadens existing relationships with Financial Adviser Firms and distributors in assigned territory through targeted prospecting activities. * Effectively manages territory by maintaining high quality business plan with clear segmentation and communications plans. Creates targeted messages for appropriate segments. * Achieves sales and sales activity goals within the spirit of Vanguard's Code of Ethics. * 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. * Thoroughly understands the philosophy and dynamics of the adviser marketplace (investment philosophy,
Applying for this Business Development Manager role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Vanguard?
Real rants from real employees. Read before you apply.