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Vanguard · 5 days ago

Product Specialist

Malvern, PA

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Vanguard is committed to the long-term financial wellbeing of its clients and is seeking a Product Specialist to enhance client engagement and sales strategies. The role involves collaborating with internal partners, understanding industry trends, and managing the sales pipeline to drive new business opportunities.

FinanceFinancial Services

H1B Sponsored

Responsibilities

Works closely with internal business partners to deliver the full capabilities of Vanguard’s offer to our clients

Partners with aligned field sales teams to position sales ideas and ways we can increase engagement with prioritized clients

Possesses a deep understanding of the advisor industry, trends in the marketplace, and competitor products and offerings

Important input to overall client strategies with an eye on flawless execution

Utilizes data to understand trends and assess best opportunities

Can communicate effectively with clients and all levels of the organization

Manages the sales opportunity pipeline, provides regular updates, and thinks creatively about how to win new business

Qualification

Advisor industry knowledgeSales opportunity managementCFA certificationCIMA certificationCFP certificationData analysisEffective communication

Required

Five years related work experience

At least two years of working within intermediary advisor distribution

Undergraduate required

This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties

Preferred

National accounts experience preferred

Graduate degree preferred

CFA, CIMA, CFP, etc preferred

Company

Vanguard

Glassdoor3.7

Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.

Founded in 1975

Kelayres, Pennsylvania, USA

10001+ employees

http://investor.vanguard.com/corporate-portal

H1B Sponsorship

Vanguard has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (286)

2024 (258)

2023 (182)

2022 (340)

2021 (166)

2020 (97)

Funding

Current Stage

Late Stage

Total Funding

unknown

Key Investors

ic@3401

2017-03-31Non Equity Assistance

Leadership Team

Salim Ramji

Chief Executive Officer

Andrew Maack

Principal, Head of US Equity Index Portfolio Management

Recent News

PR Newswire

Vanguard Appoints Natalie Lamarque as Chief Legal Officer

2025-09-05

citybiz

Vanguard Managing Director Karin Risi to Retire

2025-03-15

PR Newswire

Vanguard to Establish New Advice & Wealth Management Division Led by Industry Veteran Joanna Rotenberg

2025-03-14

Company data provided by crunchbase