Internal Wholesaler

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

Posted 10/15/2026full-timeUnited StatesMid-LevelSeniorWebsite

Key responsibilities & impact

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
Understand advisor needs and present Vanguard solutions
Lead consultative sales conversations aligned 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 Sales, Relationship Management, Compliance, and Operations teams
Contribute to special projects and broader strategic initiatives

What you’ll need

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
Ability to build rapport and deliver clear value propositions
Ability to work independently and collaboratively within a team environment
Regulatory license and/or registration may be required, as determined by Compliance based on role-specific duties
Vanguard is not offering visa sponsorship for this position

Comp & perks

Hybrid working model with enhanced flexibility
In-person learning, collaboration, and connection
Progress toward investment-related certifications such as CFP, CFA, CIMA, or CAIA preferred