Privacy Consultant supporting clients in data protection with AI - powered solutions and compliance strategies. Collaborating with experienced privacy consultants in a fast - growing tech company.
About the role
- Internal Wholesaler assisting financial advisors to deepen relationships and drive business growth with Vanguard’s investment solutions. Fostering client-first mindset and consultative sales approach.
Responsibilities
- Partner with an External Sales Executive to grow business and strengthen advisor relationships
- Engage proactively with financial advisors through phone, web meetings, and email
- Lead consultative sales conversations that align with advisor goals, investment approaches, and client priorities
- Coordinate follow-up actions across sales executives and internal partners
- 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
Requirements
- Minimum 2 years of wholesaling experience required
- 3+ years of related experience preferred
- Undergraduate degree or equivalent combination of training and experience
- Progress toward investment-related certifications (CFP, CFA, CIMA, or CAIA) preferred
- Strong interest in financial services and consultative sales
- Excellent communication and interpersonal skills
- Regulatory license or registration (e.g., FINRA, state, SFC) may be required depending on specific responsibilities.
Benefits
- Training & Career Path
- Comprehensive training focused on "selling the Vanguard way"
- Opportunity for advancement to Internal Sales Consultant role
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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