Internal Wholesaler

The Vanguard Group • Scottsdale, PA

3d • Hybrid

About The Position

Vanguard is seeking a motivated and dynamic Internal Wholesaler with: Strong sales aptitude and a natural ability to engage with financial advisors across various channels (phone, web meetings, email). A proactive, growth-oriented mindset—someone eager to learn, take initiative, and contribute to a high-performing team. Genuine curiosity about people, their advisory practices, and how they make decisions. Exceptional communication skills, with the ability to build rapport and convey value clearly and confidently. A team-first attitude, with a proven ability to collaborate effectively with sales teams and leadership to move opportunities forward. Entrepreneurial thinking, with a knack for managing a territory like a business and nurturing top client relationships. Sound judgment and thoughtful decision-making, especially in dynamic or ambiguous situations. Accountability and follow-through, with a track record of delivering results in a fast-paced environment.

Requirements

• Minimum 2 years of wholesaling experience required.
• Undergraduate degree or equivalent combination of training and experience.
• This role requires a regulatory license and/or registration (e.g., FINRA, state, SFC), determined by Compliance based on role-specific duties.

Nice To Haves

• Three years of related work experience preferred.
• Progress toward CFP, CFA, or other investment-related certification preferred.

Responsibilities

• Coordinate follow-up from sales executives and other crew.
• Respond to medium-complexity inquiries from potential and current clients.
• Partner with the sales team to understand the service requirements of existing and new clients.
• Coordinate activities between service providers to proactively improve the client experience.
• Develop presentation materials for clients, advisors, conferences, and internal meetings.
• Respond to client or prospect inquiries in the sales executive's absence.
• Conduct market research on competitors, including fund offerings, product and service analysis, fees, and marketing approaches.
• Coordinate relationships between Sales, Relationship Management, Client Services, Compliance, Operations, and other teams to ensure client needs are met and new business is supported.
• Participate in special projects and perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees