Internal Wholesaler

• 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.

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. 

Qualifications

• Minimum 2 years of wholesaling experience required.

• Three years of related work experience preferred.

• Undergraduate degree or equivalent combination of training and experience.

• Progress toward CFP, CFA, or other investment-related certification preferred.

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

Training & Career Path

You will receive comprehensive training on how to sell the Vanguard way. Upon successful completion of the program and demonstrated performance, you will be eligible to join a territory as an Internal Sales Consultant.