The Role
Join Vanguard’s dynamic Intermediary Sales team and play a key role in expanding our presence across the UK adviser market. You’ll drive growth by deepening relationships with financial advisers, identifying new opportunities, and showcasing the strength of Vanguard’s 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. You’ll 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 Vanguard’s 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 Vanguard’s 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 Vanguard’s 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
Vanguard’s 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 Vanguard’s 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 [email protected] 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.
Skills Required
- Previous experience in a client facing or sales role within financial services
- Strong experience in phone- and web-based sales
- Proven track record in building and maintaining professional relationships
- Solid understanding of fund management products and the intermediary market
- Excellent verbal and written communication skills
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
