Internal Wholesaler

Internal Wholesaler

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locations

Malvern, PA

Scottsdale, AZ

time type

Full time

posted on

Posted 2 Days Ago

time left to apply

End Date: September 18, 2026 (14 days left to apply)

job requisition id

181858

Internal Wholesaler

About the role

As an Senior Internal Wholesaler at Vanguard, you’ll help financial advisors understand how our investment solutions can support their clients’ long‑term goals. You will play a key role in growing a defined territory, partnering closely with an External Sales Executive to deepen advisor relationships and drive new business. Your work directly supports Vanguard’s mission to give investors the best chance for investment success through clarity, partnership, and a client‑first mindset.

What you’ll do

• Partner with an External Sales Executive to grow business and strengthen advisor relationships within an assigned territory.

• Engage proactively with financial advisors through phone, web meetings, and email to understand their needs and present Vanguard solutions.

• Lead consultative sales conversations that align with advisor goals, investment approaches, and client priorities.

• Coordinate follow‑up actions across sales executives and internal partners; handle medium‑complexity inquiries from clients and prospects.

• Create presentation materials for advisor meetings, conferences, and internal discussions.

• Conduct competitive research on investment products, positioning, fees, and marketing strategies.

• Collaborate with teams across Sales, Relationship Management, Compliance, and Operations to support client needs and business growth.

• Contribute to special projects and broader strategic initiatives as assigned.

What we’re looking for

• Five years related work experience.

• Minimum 3 years of wholesaling experience required.

• Undergraduate degree or equivalent combination of training and experience.

• Progress toward investment‑related certifications (such as CFP, CFA, CIMA, or CAIA) preferred.

• Strong interest in financial services and consultative sales.

• Excellent communication and interpersonal skills, with the ability to build rapport and deliver clear value propositions.

• Ability to work both independently and collaboratively within a team environment.

• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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.