Internal Wholesaler

vanguard· The Vanguard Group, Inc.
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📍 Scottsdale, AZFull time

About this role

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.

Frequently Asked Questions

Is the salary disclosed for the Internal Wholesaler position at vanguard?
The salary for this Internal Wholesaler role at vanguard is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Internal Wholesaler position at vanguard located?
This Internal Wholesaler role at vanguard is based in Scottsdale, AZ. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Internal Wholesaler role at vanguard full-time or part-time?
This is listed as a Full time position. It is posted as a Internal Wholesaler role in the The Vanguard Group, Inc. department at vanguard.
Which team or department does the Internal Wholesaler at vanguard belong to?
This Internal Wholesaler position is part of the The Vanguard Group, Inc. department at vanguard. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Internal Wholesaler position at vanguard?
Click the "Apply Now" button on this page. You will be redirected to vanguard's official application portal hosted on workday where you can submit your application directly.
When was the Internal Wholesaler job at vanguard posted?
This Internal Wholesaler position at vanguard was posted on Sep 24, 2026. Apply as soon as possible — early applications are often reviewed first.
Internal Wholesaler
vanguard
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