External Wholesaler

Vanguard, one of the world's largest investment management companies, seeks an experienced External Wholesaler to conduct prospecting activities that will develop new intermediary business and broaden existing relationships in an assigned market segment and specific territory; these intermediary channels include registered investment advisers, trust institutions, broker-dealers, and insurance companies.

Your primary goals are to effectively position Vanguard's investment products and related services and to deliver key marketing messages through targeted prospecting activities that include cold-calling, direct mail campaigns, meetings and seminars, and attendance at national and regional industry conferences. You'll be expected to achieve sales and sales-activity goals while adhering to Vanguard's Code of Ethics.

To establish and deepen relationships, you should thoroughly understand the investment philosophy, client base and product preference of each adviser/organization. You should also maintain expertise on the capital markets, investment management industry, and marketplace developments. Using your expertise, client intelligence and product knowledge, you'll act as a trusted adviser/consultant in matching needs to Vanguard products and services.

While you often will work independently in pursuit of new business, you should be an effective team player and be able to contribute to the success of your internal group. As appropriate, you'll partner with select advisers/firms at special events, client seminars, and key producer educational meetings. You'll lead and/or participate in other projects/duties as assigned. REQUIREMENTS


- Bachelor's degree or an equivalent combination of experience and training.
- Minimum of five years of financial services industry experience, with at least three years of wholesaling experience.
- Superior communication and selling skills.
- Demonstrated executive presence, poise, and presentation skills.
- Ability to work independently and adapt quickly and resourcefully to changing situations.
- Excellent relationship-management skills.
- Thorough knowledge of investments, financial intermediaries, and the competitive environment; familiarity with Vanguard a plus.
- Working knowledge of MS Office software and an understanding of Siebel CRM system.
- NASD Series 7 and 63.
- Some travel required (25%).

Vanguard, a leading financial company, offers a competitive Total Rewards package of cash compensation, benefits, work-life programs, and conveniences. Employment is contingent on a successful drug-screening result, and we maintain a smoke-free work environment. We are an equal opportunity employer committed to diversity in the workplace.