Sales Consultant
Malvern, PA · On-site
Sets clear expectations and follows up with client to ensure implementation of advice delivered through managed consultation. 2. Identifies client's non-Vanguard assets, conducts advanced needs ...
New
Malvern, PA · On-site
Sets clear expectations and follows up with client to ensure implementation of advice delivered through managed consultation. 2. Identifies client's non-Vanguard assets, conducts advanced needs ...
New
Malvern, PA · On-site
Sets clear expectations and follows up with client to ensure implementation of advice delivered through managed consultation. 2. Identifies client's non-Vanguard assets, conducts advanced needs ...
New
Malvern, PA · On-site
$83K - $104K/yr
Maintains an in-depth understanding of capital markets, asset management, and the Financial Services industry, as well as a deep awareness of competitors and the performance of Vanguard and non ...
Malvern, PA · On-site
$83K - $104K/yr
Maintains an in-depth understanding of capital markets, asset management, and the Financial Services industry, as well as a deep awareness of competitors and the performance of Vanguard and non ...
Are you passionate about developing and enabling Vanguard's digital product strategy of the Fund ... asset management industry? Do you excel in transforming teams and engaging with IT partners, the ...
Are you passionate about developing and enabling Vanguard's digital product strategy of the Fund ... asset management industry? Do you excel in transforming teams and engaging with IT partners, the ...
Malvern, PA · On-site
$80K - $92K/yr
... Vanguard's thought leadership. What it takes: * Five to seven years of experience in investment research, asset management, quantitative analysis, portfolio construction, or related investment ...
Malvern, PA · On-site
$80K - $92K/yr
... Vanguard's thought leadership. What it takes: * Five to seven years of experience in investment research, asset management, quantitative analysis, portfolio construction, or related investment ...
... Vanguard. Responsibilities include performing detailed valuation analyses, developing and ... Manages and enhances key financial controls to ensure integrity in valuation results. * Assists in ...
... Vanguard. Responsibilities include performing detailed valuation analyses, developing and ... Manages and enhances key financial controls to ensure integrity in valuation results. * Assists in ...
Defines how Vanguard will evaluate, prioritize, develop, and implement digital asset capabilities ... Builds strong internal partnerships and manages key external relationships with infrastructure ...
Defines how Vanguard will evaluate, prioritize, develop, and implement digital asset capabilities ... Builds strong internal partnerships and manages key external relationships with infrastructure ...
Help manage Vanguard's strategic engagement with policymakers. * Maintain strong working ... to asset management, financial services generally, retirement, and tax policy, required.
Help manage Vanguard's strategic engagement with policymakers. * Maintain strong working ... to asset management, financial services generally, retirement, and tax policy, required.
... Vanguard. Responsibilities include performing detailed valuation analyses, developing and ... Manages and enhances key financial controls to ensure integrity in valuation results. * Assists in ...
... Vanguard. Responsibilities include performing detailed valuation analyses, developing and ... Manages and enhances key financial controls to ensure integrity in valuation results. * Assists in ...
... asset management. Additional information: This is a hybrid position based in Malvern, PA, with ... About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the ...
... asset management. Additional information: This is a hybrid position based in Malvern, PA, with ... About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the ...
Help manage Vanguard's strategic engagement with policymakers. * Maintain strong working ... to asset management, financial services generally, retirement, and tax policy, required.
Help manage Vanguard's strategic engagement with policymakers. * Maintain strong working ... to asset management, financial services generally, retirement, and tax policy, required.
Defines how Vanguard will evaluate, prioritize, develop, and implement digital asset capabilities ... Builds strong internal partnerships and manages key external relationships with infrastructure ...
Defines how Vanguard will evaluate, prioritize, develop, and implement digital asset capabilities ... Builds strong internal partnerships and manages key external relationships with infrastructure ...
... asset management, or adjacent industries strongly preferred. * Demonstrated success serving as a ... About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the ...
... asset management, or adjacent industries strongly preferred. * Demonstrated success serving as a ... About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the ...
Malvern, PA · On-site
$102K - $133K/yr
... asset management, internal audit, or investment operations/risk * Experience leading or owning ... About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the ...
Malvern, PA · On-site
$102K - $133K/yr
... asset management, internal audit, or investment operations/risk * Experience leading or owning ... About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the ...
... management of Vanguard funds. This role is aligned to advancing IMG's communications priorities ... asset management. * Experience serving as a spokesperson and managing media inquiries strongly ...
... management of Vanguard funds. This role is aligned to advancing IMG's communications priorities ... asset management. * Experience serving as a spokesperson and managing media inquiries strongly ...
... asset management. Additional information: This is a hybrid position based in Malvern, PA, with ... About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the ...
... asset management. Additional information: This is a hybrid position based in Malvern, PA, with ... About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the ...
Vanguard's financial advisor clients include broker-dealers, asset managers, banks, registered investment advisors, and insurance companies. Aligned with Vanguard's core purpose, the FAS vision is to ...
New
Vanguard's financial advisor clients include broker-dealers, asset managers, banks, registered investment advisors, and insurance companies. Aligned with Vanguard's core purpose, the FAS vision is to ...
New
Miami, FL · On-site
... Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, both at an advisor and home office ...
Miami, FL · On-site
... Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, both at an advisor and home office ...
... asset management, or adjacent industries strongly preferred. * Demonstrated success serving as a ... About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the ...
... asset management, or adjacent industries strongly preferred. * Demonstrated success serving as a ... About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the ...
Malvern, PA · On-site
$102K - $133K/yr
... asset management, internal audit, or investment operations/risk * Experience leading or owning ... About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the ...
Malvern, PA · On-site
$102K - $133K/yr
... asset management, internal audit, or investment operations/risk * Experience leading or owning ... About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the ...
... and Vanguard interests (e.g., assets and data), and stewards a strong risk culture. Our teams ... The Senior Fraud Strategy Manager will provide technical expertise and oversee complex fraud ...
... and Vanguard interests (e.g., assets and data), and stewards a strong risk culture. Our teams ... The Senior Fraud Strategy Manager will provide technical expertise and oversee complex fraud ...
$35.5K - $47.2K
4% of jobs
$47.2K - $59K
9% of jobs
$59K - $70.7K
9% of jobs
$72.7K is the 25th percentile. Wages below this are outliers.
$70.7K - $82.4K
11% of jobs
The median wage is $89.7K / yr.
$82.4K - $94.1K
26% of jobs
$105.3K is the 75th percentile. Wages above this are outliers.
$94.1K - $105.9K
16% of jobs
$105.9K - $117.6K
9% of jobs
$117.6K - $129.3K
6% of jobs
$129.3K - $141K
5% of jobs
$141K - $152.8K
2% of jobs
$152.8K - $164.5K
1% of jobs
$35.5K
$94.1K
$164.5K
| Aspect | Vanguard Asset Management | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, certifications like CFA or CFP beneficial | Bachelor's degree in finance, accounting, or related field; CFA often preferred |
| Work Environment | Asset management firms, investment teams, client-facing roles | Corporate finance departments, investment banks, consulting firms |
| Employer & Industry Usage | Asset management, investment firms, financial services | Corporations, banks, investment firms, consulting |
| Common Search & Comparison | Yes | Yes |
Vanguard Asset Management professionals focus on managing investment portfolios and client assets within the asset management industry, often working in team-based environments. Financial Analysts analyze financial data, prepare reports, and support investment decisions across various sectors. While both roles require similar credentials and industry knowledge, Vanguard Asset Management roles are more client and portfolio-focused, whereas Financial Analysts often work within corporate finance or investment banking settings.

8.7
Based on 64 frontline employees who took The Breakroom Quiz
15th of 150 rated financial services
Duties and Responsibilities
1. Probes potential leads to ascertain the extent of the opportunity, obstacles, and the depth of information required. Drives the interaction and identifies need for guidance/advice based on consultative dialogue with client. Provides required situational guidance/advice, or positions and offers managed advice service consultation. Sets clear expectations and follows up with client to ensure implementation of advice delivered through managed consultation.
2. Identifies client's non-Vanguard assets, conducts advanced needs analysis of client's financial situation, identifies comparable Vanguard products/services, and provides client with Vanguard's value proposition to win additional business. Utilizes in-depth market knowledge to provide information on products and services and follows up with clients and prospects that have not committed.
3. Drives conversion of sales leads generated from internal business partners. Initiates contact with clients and prospects considering Vanguard as their financial service provider as appropriate. Ensures execution of specific reason for outreach. Continually broadens conversations with client to identify additional related investment needs and potential need for guidance/advice.
4. Educates clients to develop a comprehensive financial understanding of the prospect's/client's investment goals and by narrowing Vanguard fund choices into asset/sub-asset classes. Educates clients on Vanguard financial planning services, philosophies, rationale, and positions appropriate products and services based upon the uncovered client needs.
5. Manages and progresses a book of clients and prospects that have not yet committed to the sale, understanding client and prospect buying, consolidation, and timing needs. Prioritizes and manages interactions, classifying clients based on the complexity of request and client need.
6. Supports external clients/prospects and internal referral partners by responding to questions and requests regarding the asset transfer and rollover process related to the committed sale. Acts as a partner to money movement specialists and advisors in supporting the client and sales process.
7. Participates in special projects and performs other duties as assigned.
Qualifications
Special Factors
Vanguard is not offering 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.