Sales Assistant, Senior Associate

The Financial Advisor Services (FAS) team at Vanguard is built on a foundation of growth, innovation, and resilience. While we adapt to market changes, our commitment to delivering value through financial advice and low costs remains constant. We serve advisor clients—including Broker-Dealers, RIAs, Banks, Asset Managers, and Insurance Companies—using a consultative approach backed by industry-leading investment products, tools, and resources.

We are currently seeking an Inbound Sales Development Representative who thrives in a fast-paced support environment and is passionate about helping financial advisors through responsive, high-quality service.

Primary Focus Areas

• Inbound Queue Management: Handle a high volume of inbound calls and emails from financial advisors, providing timely and accurate responses to inquiries about market trends, Vanguard products, and competitor offerings.
• Support Requests: Act as a key support resource for internal and external sales executives by managing administrative follow-ups, client requests, and advisor communications.
• Advisor Engagement: Approve or reject advisor registration requests and respond to inquiries submitted via the Financial Advisor Website.
• Sales Enablement: Generate internal reports and assist with sales/marketing material distribution to support the broader FAS Sales desk.
• Talent Development: exposure to sales processes, advisor interactions, and product knowledge—being prepared for future careers in sales within FAS.

What You’ll Bring

• Strong communication skills across phone, email, and web meetings.
• A service-oriented mindset with the ability to manage multiple support tasks efficiently.
• Curiosity and professionalism when engaging with advisors and internal stakeholders.
• Ability to collaborate with sales teams and leadership to ensure smooth operations.
• Comfort navigating ambiguity and delivering consistent results in a dynamic environment.

What You’ll Gain

• Hands-on experience in client support and inbound sales operations.
• Exposure to Vanguard’s investment products and advisor ecosystem.
• Development of stakeholder management and business communication skills.
• Opportunity to contribute to a high-performing, collaborative team.

Qualifications

• One year of related work experience preferred.
• Undergraduate degree or equivalent combination of training and experience.
• Regulatory license/registration may be required (e.g., FINRA, state, SFC), determined by Compliance based on role-specific duties.
• Vanguard does not offer visa sponsorship for this position.

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.