Identifies, develops, and manages business opportunities for Vanguard across the Spanish wealth management market. Responsible for growing assets and deepening relationships with Digital Wealth Platforms, Investment Advisor Networks, Private Banks, brokers, neobanks, and robo-advisors. Supports the retention and expansion of key client relationships while acting as a brand ambassador for Vanguard's investment capabilities, research, and thought leadership across Spain.
Core Responsibilities
- Achieves established sales, retention, and business development goals through direct management of relationships across assigned client segments and territories.
- Manages and develops relationships with Digital Wealth Platforms, Private Banks, brokers, neobanks, robo-advisors, and other wealth management firms in Spain.
- Develops and executes strategic territory and client plans to identify new business opportunities, deepen existing relationships, and increase adoption of Vanguard investment solutions.
- Builds, maintains, and expands partnerships with both digital and traditional wealth management providers, acting as a trusted commercial partner and representative of Vanguard in the Spanish market.
- Raises awareness of Vanguard’s investment capabilities through proactive prospecting, client engagement, industry events, and targeted business development activities.
- Delivers presentations, workshops, and roadshows across Spain to financial professionals, advisers, and platforms, effectively communicating Vanguard’s products, market insights, and research.
- Develops a deep understanding of clients' business models, investment propositions, and strategic priorities to identify opportunities for collaboration and growth.
- Maintains awareness of relevant Spanish and European regulatory developments and ensures activities are conducted in accordance with applicable regulations and Vanguard's Code of Ethics.
- Collaborates closely with internal stakeholders across Sales, Marketing, Investments, Product, Operations, and Legal & Compliance to deliver a consistent client experience and achieve business objectives.
- Contributes to strategic initiatives and special projects that support the growth of Vanguard's Spanish business.
Qualifications
- Minimum of 5 years of relevant experience, including prior sales, business development, relationship management, or client-facing experience within asset management, wealth management, financial services, or a related field.
- Undergraduate degree or equivalent combination of education and experience.
- CFA charterholder/candidate, or master’s degree in finance, Economics, Business, or a related discipline preferred.
- Strong knowledge of the Spanish wealth management and intermediary landscape, including digital wealth platforms and advisory distribution models, preferred.
- Excellent presentation and public speaking skills, with the ability to represent Vanguard at client events, conferences, seminars, and roadshows.
- Strong collaboration skills, with the ability to work effectively across functions while operating with a high degree of autonomy in a small and entrepreneurial team environment.
- Does not require regulatory license and/or registration.
Special Factors
- Hybrid working model
- Vanguard is not offering sponsorship for this position.
About Vanguard
We are Vanguard. Together, we’re changing the way the world invests.
We invest with purpose—focused on long-term outcomes, low costs and client-first principles.
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
- Minimum of 5 years of relevant experience in sales, business development, relationship management within asset management, wealth management, or financial services.
- Undergraduate degree or equivalent combination of education and experience.
- CFA charterholder or CFA candidate, or a master's degree in Finance, Economics, Business, or related discipline.
- Strong knowledge of the Spanish wealth management and intermediary landscape, including digital wealth platforms and advisory distribution models.
- Excellent presentation and public speaking skills to represent Vanguard at client events, conferences, seminars, and roadshows.
- Strong collaboration skills; ability to work effectively across functions while operating autonomously in a small, entrepreneurial team.
- Awareness of Spanish and European regulatory developments and ability to ensure activities comply with applicable regulations and Vanguard's Code of Ethics.
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.
