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

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

For recruitment support and adjustments, please contact us at adjustments@robertwalters.com. We welcome applications from all candidates and are committed to providing equal opportunities.

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