Accelerated Career Development Program, Sales Pathway, Senior Associate (PA)

Posted 2 Days Ago
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Malvern, PA, USA
In-Office
Senior level
Fintech
The Role
Two-year rotational sales development program focused on client and advisor interactions, consultative selling, product adoption, relationship and pipeline management, onboarding, reporting, and cross-functional collaboration. Participants build financial services expertise, support client growth and retention, and prepare for sales and business development careers while obtaining required securities licenses.
Summary Generated by Built In

Position Overview 
The Sales Pathway is designed to develop foundational selling skills, strengthen business and investment acumen, and learn how to build lasting relationships that help clients achieve their goals. Participants rotate across different sales organizations at Vanguard, gaining exposure to diverse client segments, understanding client needs, and learning how to deliver tailored solutions. Through hands-on experiences and meaningful contributions, participants in this pathway develop the skills, confidence, and relationships needed for a successful career in sales and business development. 

Key Responsibilities 

  • Manage a high-volume of inbound and outbound client or advisor interactions across channels, delivering timely, accurate insights while ensuring a high-quality client experience 

  • Drive adoption of Vanguard products through consultative conversations and educating clients on Vanguard’s philosophy and offerings 

  • Build and manage a pipeline of prospects and client relationships to support growth, retention, and ongoing engagement 

  • Partner with internal sales teams and cross-functional stakeholders to align on key priorities, support client needs, and drive business outcomes 

  • Support onboarding and operational processes, contributing to sales execution and continuous improvement through reporting, activity tracking, and identifying opportunities 

Required Qualifications: 

  • Bachelor’s degree with exposure to financial services, client services, or related environments through coursework, internships, or self-directed learning 

  • Demonstrated interest and aptitude for client-facing, sales-oriented work, with strong relationship-building skills and a commitment to delivering a high-quality client experience 

  • Excellent communication skills across multiple channels, with comfort engaging through digital platforms 

  • Intellectual curiosity alongside critical thinking, proactivity, and problem-solving skills 

  • Strong organization and time management skills with the ability to manage multiple priorities and achieve results in a fast-paced setting 

  • Adaptable, intellectually curious, and comfortable navigating ambiguity 

  • Willingness and ability to obtain required regulatory licenses (FINRA Series 7 and 66) within program guidelines 

  • Securities Industry Essentials (SIE) exam must be passed 14 days prior to starting date 

ACDP Overview:  

The Accelerated Career Development Program (ACDP) is a two-year immersive development program that provides skill advancement, mentorship, real-world experience, and targeted training to accelerate participants into project management, sales, or product career pathways. These pathways have been intentionally and thoughtfully curated to align with Vanguard’s evolving business needs—ensuring we are building the capabilities required for today while preparing crew and leaders for what’s next. Each participant will rotate through different divisions, take on key assignments, support long-term strategic initiatives, and help shape the experience of our fifty million investors worldwide!   

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.

Skills Required

  • Bachelor's degree with exposure to financial services, client services, or related environments through coursework, internships, or self-directed learning
  • Interest and aptitude for client-facing, sales-oriented work
  • Strong relationship-building skills and commitment to high-quality client experiences
  • Excellent communication skills across multiple channels, including digital platforms
  • Critical thinking, proactivity, intellectual curiosity, and problem-solving skills
  • Strong organization and time management skills with ability to manage multiple priorities in a fast-paced setting
  • Adaptability and comfort navigating ambiguity
  • Willingness and ability to obtain FINRA Series 7 and Series 66 licenses within program guidelines
  • Pass the Securities Industry Essentials exam at least 14 days before the start date

Vanguard Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.

  • Retirement Support Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
  • Wellbeing & Lifestyle Benefits Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
  • Affordable Benefits Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.

Vanguard Insights

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The Company
HQ: Malvern, PA
20,252 Employees
Year Founded: 1975

What We Do

We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.

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