{"id":1201892,"url":"https://alion.io/job/the-vanguard-group-internal-wholesaler-2","title":"Internal Wholesaler","company":{"id":253,"name":"The Vanguard Group","domain":"vanguard.com","url":"https://alion.io/company/vanguard","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":78,"open_postings":91,"ghost_share":0.099,"stale_share":0.505,"repost_share":0.209,"time_to_fill_p50_days":27,"computed_at":"2026-10-31T05:58:55Z"}},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Scottsdale, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":68000,"max_usd":151000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1624},"experience_years_min":3,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[],"status":"closed","first_seen_at":"2026-09-24T21:22:14Z","employer_posted_date":"2026-09-24","last_verified_at":"2026-10-10T09:11:22Z","board_verified":false,"closed_at":"2026-10-10T09:11:22Z","days_open":15,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":15},"description":"Internal Wholesaler\nAbout the role\nAs 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.\nWhat you’ll do\nPartner with an External Sales Executive to grow business and strengthen advisor relationships within an assigned territory.\n\nEngage proactively with financial advisors through phone, web meetings, and email to understand their needs and present Vanguard solutions.\n\nLead consultative sales conversations that align with advisor goals, investment approaches, and client priorities.\n\nCoordinate follow-up actions across sales executives and internal partners; handle medium-complexity inquiries from clients and prospects.\n\nCreate presentation materials for advisor meetings, conferences, and internal discussions.\n\nConduct competitive research on investment products, positioning, fees, and marketing strategies.\n\nCollaborate with teams across Sales, Relationship Management, Compliance, and Operations to support client needs and business growth.\n\nContribute to special projects and broader strategic initiatives as assigned.\n\nWhat we’re looking for\nFive years related work experience.\n\nMinimum 3 years of wholesaling experience required.\n\nUndergraduate degree or equivalent combination of training and experience.\n\nProgress toward investment-related certifications (such as CFP, CFA, CIMA, or CAIA) preferred.\n\nStrong interest in financial services and consultative sales.\n\nExcellent communication and interpersonal skills, with the ability to build rapport and deliver clear value propositions.\n\nAbility to work both independently and collaboratively within a team environment.\n\nThis job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.\n\nSpecial Factors\nSponsorship\nVanguard is not offering visa sponsorship for this position.About Vanguard\nAt Vanguard, we don't just have a mission-we're on a mission.\nTo 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.\nHow We Work\nVanguard 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.","description_format":"text","description_chars":3004,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Hybrid work"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-09-24T21:22:14Z"},{"event":"close","at":"2026-10-10T09:11:22Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 228 · green card filings: 155","filings_12m":228,"filings_prev_12m":301,"green_card_filings_12m":155,"median_offered_wage_usd":148453,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":null,"pay":null,"html_url":"https://alion.io/job/the-vanguard-group-internal-wholesaler-2","json_url":"https://alion.io/job/the-vanguard-group-internal-wholesaler-2.json","meta":{"generated_at":"2026-10-31T22:44:21Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":35495,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-01T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":253},"rest":"https://alion.io/mcp/rest/get_company?id=253"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fthe-vanguard-group-internal-wholesaler-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fthe-vanguard-group-internal-wholesaler-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fthe-vanguard-group-internal-wholesaler-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/the-vanguard-group-internal-wholesaler-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fthe-vanguard-group-internal-wholesaler-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1201892}},{"tool":"search_jobs","arguments":{"company":"vanguard.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1201892},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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