Senior Internal Wholesaler: Advisor Partnerships & Growth

Vanguard; Scottsdale (AZ); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Vanguard is seeking an Senior Internal Wholesaler to support financial advisors and grow a defined territory. You will partner with an External Sales Executive to deepen advisor relationships and drive new business, delivering clear value through Vanguard solutions and a client-first mindset.

The role requires 5+ years related work experience and 3+ years in wholesaling, plus an undergraduate degree; progress toward licenses/certifications is preferred.

Qualifications

• Five years related work experience.
• Minimum 3 years of wholesaling experience.
• Undergraduate degree or equivalent combination of training and experience.
• Progress toward investment-related certifications preferred.
• Regulatory license/registration required will be determined by Compliance.

Responsibilities

• Partner with External Sales Executive to grow business and strengthen advisor relationships within an assigned territory.
• Engage financial advisors via phone, web meetings, and email to understand needs and present Vanguard solutions.
• Lead consultative sales conversations aligned with advisor goals and client priorities.
• Coordinate follow-up actions across sales executives and internal partners; handle medium-complexity inquiries.
• Create presentation materials for advisor meetings, conferences, and internal discussions.
• Conduct competitive research on investment products, positioning, fees, and marketing strategies.
• Collaborate with Sales, Relationship Management, Compliance, and Operations to support client needs and growth.
• Contribute to special projects and broader strategic initiatives.

Skills

Wholesaling

Sales

Communication

Education

Undergraduate degree

Job description

Vanguard is seeking an Senior Internal Wholesaler to support financial advisors and grow a defined territory. You will partner with an External Sales Executive to deepen advisor relationships and drive new business, delivering clear value through Vanguard solutions and a client-first mindset.

The role requires 5+ years related work experience and 3+ years in wholesaling, plus an undergraduate degree; progress toward licenses/certifications is preferred.