Vanguard · 4 hours ago
Sales Support Coordinator, Senior Associate
Malvern, PA
Full-time
Hybrid
Entry, Mid Level
2+ years expVanguard is a leading investment management company dedicated to the long-term financial wellbeing of its clients. They are seeking a Sales Support Coordinator, Senior Associate to provide sales and service to participants, manage leads, and improve client relationship management outcomes.
FinanceFinancial Services
No H1B
Responsibilities
Provides sales and service to participants, covering a wide range of products, but not limited to, advice, brokerage, and short-term savings solutions. Understands and incorporates key pieces of both workplace and brokerage acumen
Follows up with Participants on leads and money movement as temporary point of contact
Provides feedback and participates in the development of the future of this evolving role
Participates in sales meetings, events, and other logistics for sales related activities. Gathers metrics for data analysis
Improves sales and client relationship management outcomes
Participates in special projects and performs other duties as assigned
Qualification
Required
Undergraduate degree or equivalent combination of training and experience
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
Two years related work experience preferred
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey 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
2026-01-20
2025-09-05
2025-03-15
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