Senior Internal Sales Consultant

The Vanguard Group • Scottsdale, PA

9d • Hybrid

About The Position

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.

Requirements

• Five years related work experience.
• Minimum 3 years of wholesaling experience required.
• Undergraduate degree or equivalent combination of training and experience.
• 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.

Nice To Haves

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

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior