Business Development Manager

Business Development Manager

Scotland and Northern Ireland

About the Role

Vanguard seeks a Business Development Manager to join its 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

• Develop new relationships, maintain, deepen and broaden existing relationships with Financial Adviser Firms and distributors in assigned territory through targeted prospecting activities
• Effectively manage territory by maintaining high quality business plan with clear segmentation and communications plans
• Create targeted messages for appropriate segments
• Achieve sales and sales activity goals within the spirit of Vanguard's Code of Ethics
• Raise awareness of Vanguard's investment products and related services and deliver key Vanguard messages through targeted prospecting activities including cold-calling, direct mail campaigns, face-to-face meetings, branch meetings, and attendance at national and industry conferences
• Thoroughly understand the philosophy and dynamics of the adviser marketplace (investment philosophy, client base, product preference, etc.)
• 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
• Utilise expertise, along with product knowledge, to be a trusted adviser to clients and prospective clients, and position Vanguard products and services effectively
• Partner with select advisers/firms to participate in conferences, client seminars, and key producer events to provide educational meetings
• Gather and share competitor and IFA intelligence with other divisions (e.g. Marketing and OPs) to improve the Vanguard proposition
• Lead/participate in other projects and perform duties as assigned

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) desirable
• Minimum five years financial services industry experience 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

Preferred Qualifications

• 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

• European Designations: Certified, MIFID
• Frequent travel required as part of role
• Full driving license essential
• Vanguard is not offering visa sponsorship for this position

How We Work

Vanguard has implemented a hybrid working model for the majority of crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. The company's mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

About Vanguard

Vanguard is one of the world's largest investment management companies, serving individual investors, institutions, employer-sponsored retirement plans, and financial professionals. The company has a diverse and talented workforce with a culture that promotes teamwork, along with an unwavering focus on serving clients' best interests.