Product Specialist
Today• Scottsdale, AZ
Charlotte, NCMalvern, PA
Product Specialist:
- 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.
What it takes:
- Five years related work experience. At least two years of working within intermediary advisor distribution. National accounts experience preferred.
- Undergraduate required . Graduate degree preferred.
- CFA, CIMA, CFP, etc preferred.
- 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.
Special Factors
Sponsorship
Vanguard is 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.
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Client-provided location(s): Scottsdale, AZ, Charlotte, NC, Malvern, PA
Job ID: Vanguard-171868
Employment Type: FULL_TIME
Posted: 2026-01-13T20:20:55
Perks and Benefits
Health and Wellness
- FSA
- HSA
- Health Reimbursement Account
- Fitness Subsidies
- On-Site Gym
- HSA With Employer Contribution
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Mental Health Benefits
- Virtual Fitness Classes
- Pet Insurance
Parental Benefits
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Flexible Work Hours
- Hybrid Work Opportunities
Office Life and Perks
- Company Outings
- Commuter Benefits Program
- Casual Dress
- Happy Hours
- Snacks
- Some Meals Provided
- On-Site Cafeteria
Vacation and Time Off
- Personal/Sick Days
- Paid Holidays
- Paid Vacation
- Volunteer Time Off
- Leave of Absence
Financial and Retirement
- Relocation Assistance
- Performance Bonus
- 401(K) With Company Matching
- 401(K)
- Financial Counseling
- Profit Sharing
Professional Development
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Tuition Reimbursement
- Internship Program
- Lunch and Learns
- Leadership Training Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)
Company Videos
Hear directly from employees about what it is like to work at Vanguard.