Level

Vanguard

Accelerated Career Development Program, Sales Pathway, Senior Associate (PA)

AI in this role

Position Overview 
The Sales Pathway is designed to develop foundational selling skills, strengthen business and investment acumen, and learn how to build lasting relationships that help clients achieve their goals. Participants rotate across different sales organizations at Vanguard, gaining exposure to diverse client segments, understanding client needs, and learning how to deliver tailored solutions. Through hands-on experiences and meaningful contributions, participants in this pathway develop the skills, confidence, and relationships needed for a successful career in sales and business development. 

Key Responsibilities 

  • Manage a high-volume of inbound and outbound client or advisor interactions across channels, delivering timely, accurate insights while ensuring a high-quality client experience 

  • Drive adoption of Vanguard products through consultative conversations and educating clients on Vanguard’s philosophy and offerings 

  • Build and manage a pipeline of prospects and client relationships to support growth, retention, and ongoing engagement 

  • Partner with internal sales teams and cross-functional stakeholders to align on key priorities, support client needs, and drive business outcomes 

  • Support onboarding and operational processes, contributing to sales execution and continuous improvement through reporting, activity tracking, and identifying opportunities 

Required Qualifications: 

  • Bachelor’s degree with exposure to financial services, client services, or related environments through coursework, internships, or self-directed learning 

  • Demonstrated interest and aptitude for client-facing, sales-oriented work, with strong relationship-building skills and a commitment to delivering a high-quality client experience 

  • Excellent communication skills across multiple channels, with comfort engaging through digital platforms 

  • Intellectual curiosity alongside critical thinking, proactivity, and problem-solving skills 

  • Strong organization and time management skills with the ability to manage multiple priorities and achieve results in a fast-paced setting 

  • Adaptable, intellectually curious, and comfortable navigating ambiguity 

  • Willingness and ability to obtain required regulatory licenses (FINRA Series 7 and 66) within program guidelines 

  • Securities Industry Essentials (SIE) exam must be passed 14 days prior to starting date 

ACDP Overview:  

The Accelerated Career Development Program (ACDP) is a two-year immersive development program that provides skill advancement, mentorship, real-world experience, and targeted training to accelerate participants into project management, sales, or product career pathways. These pathways have been intentionally and thoughtfully curated to align with Vanguard’s evolving business needs—ensuring we are building the capabilities required for today while preparing crew and leaders for what’s next. Each participant will rotate through different divisions, take on key assignments, support long-term strategic initiatives, and help shape the experience of our fifty million investors worldwide!   

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.

How we rate this

Accelerated Career Development Program, Sales Pathway, Senior Associate (PA) at Vanguard rates 38 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Open the description and count.

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