Internal Sales Consultant, Specialist at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Strong sales aptitude and natural ability to engage with financial advisors across various channels (phone, web meetings, email)
Proactive, growth-oriented mindset—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 ability to build rapport and convey value clearly and confidently
Team-first attitude, with proven ability to collaborate effectively with sales teams and leadership
Entrepreneurial thinking, with 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 track record of delivering results in a fast-paced environment
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
Regulatory license and/or registration (e.g., FINRA, state, SFC) required, determined by Compliance

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

Skills

Wholesaling

Sales

Client Relationship Management

Market Research

Competitor Analysis

Presentation Development

Communication

Financial Advisory Engagement

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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