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.