What are the responsibilities and job description for the Internal Wholesaler position at The Vanguard Group, Inc.?
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. 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. 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. Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.