Internal Wholesaler
Apply (
locations
Malvern, PA
Scottsdale, AZ
time type
Full time
posted on
Posted 2 Days Ago
time left to apply
End Date: September 22, 2026 (1 day left to apply)
job requisition id
181858
Internal Wholesaler
About the role
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.
What you’ll do
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.
What we’re looking for
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, 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.
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.
About Us
Vanguard, one of the world's leading 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.
Read More
...What Youll Do As a Class B Truck Driver at our Commerce facility, N.A Trading Company... ...a local driver position that requires deliveries to restaurants. Conduct pre-trip and... ...and as part of a team. Benefits Medical, Dental, Vision, 401K Powered by JazzHR...
...position contributes to Starbucks success by providing legendary customer service to all customers. This job creates the Starbucks Experience for our customers by providing customers with prompt service, quality beverages and products, and maintaining a clean and...
Position OverviewThe Sales Manager, Venues is responsible for effectively guiding customers through event experiences, identifying solutions that meet their goals and objectives, resulting in a compelling event experience. Utilizes all available tools to ensure maximum ...
...description: About the Role: Imperial Home Health is seeking a highly attentive, hands-on Personal Assistant for a high-priority overnight shift. This is not a "sleep shift." We need a disciplined provider who excels at personal care, understands strict professional...
...Byte&Kite is a digital marketing agency helping clients across a range of industries grow through effective digital marketing. As... ...marketing channels such as social media, email, SEO and paid advertising ~ Proactive, dependable and comfortable working as part of a...