Vanguard

Sales Executive - Funds Product Specialist

City of London
Posted 6 days ago

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Sales Executive - Funds Product Specialist

Sales Executive - Funds Product Specialist Location: London Role Type: Permanent Work Setup: Hybrid - 3 days in office

Who We Are Vanguard is one of the world's leading investment firms, dedicated to helping clients achieve lasting financial success. Established in 1975, its unique ownership structure-where funds own the company and investors own the funds-ensures all efforts are focused on client outcomes. Known for integrity, innovation, and low-cost investing, fosters an inclusive and collaborative culture that empowers employees to make a meaningful impact globally.

What You'll Do: Build and execute panel and sales strategies to grow cash flow and expand share of wallet across intermediary segments, while applying a structured sales approach to deepen adviser relationships and improve effectiveness Promote Vanguard's investment philosophy, products, and portfolio expertise to financial advisers, building strong competitor and intermediary market knowledge to strengthen positioning Own and drive your pipeline through proactive outreach and sales activity Identify, develop, and onboard new adviser relationships Partner with senior colleagues on high-potential, virtual-first clients Share insights across panel teams to maximise opportunities and impact Collaborate with Marketing, ISG, Product, and other teams to improve client outcomes Support projects and initiatives that enhance the adviser experience

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What You Bring: Minimum 3+ years in an active, high-performing sales position Proven track record in sales development or executive roles within asset management, banking, or financial services Deep expertise in selling financial services products - equities, fixed income, funds, bonds, and other investment vehicles Strong proficiency in phone- and web-based virtual sales Strong communication, presentation, and influencing skills

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What's Next: If you are ready to take the next step, apply now. Successful applicants will be contacted directly by a recruiter to discuss the role more.

We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at adjustments@robertwalters.com to discuss how we can support you.

This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.

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Skills

Sales Development
Financial Services
Communication
Presentation
Influencing
Virtual Sales
Client Relationship Management
Investment Products
Market Knowledge
Pipeline Management
Collaboration
Adviser Relationships
Cash Flow Growth
Structured Sales Approach
Project Support
Adviser Experience