Sales Executive

Vanguard

. Lead relationship development and business growth across approximately 250 Registered Investment Advisor firms in California, Nevada, and Hawaii .

Posted 10/6/2026full-timeUnited StatesSeniorLead💰 $85,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship development and business growth within the Registered Investment Advisor sector, leveraging strong communication and consultative selling skills to deliver tailored investment solutions and insights. Proficient in managing priorities and collaborating with cross-functional teams to enhance client engagement and drive strategic initiatives.

Highest-signal resume keywords

Direct Sales ExperienceRelationship-Building SkillsKnowledge of Capital MarketsRegulatory Licenses (FINRA)Consultative Selling Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ManagementBusiness DevelopmentStrategic Territory PlanningMarket InsightsData-Driven Insights

Soft Skills

Communication SkillsCollaboration SkillsPriority ManagementTrust-Building

Tools & Technologies

Virtual Meeting PlatformsCRM Software

Certifications & Qualifications

MBACFACIMA

Industry Keywords

Registered Investment AdvisorClient EngagementInvestment ProductsCapital Markets Trends

About the role

Key responsibilities & impact

Lead relationship development and business growth across approximately 250 Registered Investment Advisor firms in California, Nevada, and Hawaii
Develop and execute a strategic territory plan for an assigned book of approximately 250 RIA firms
Identify new opportunities and deepen existing advisor relationships through targeted business development
Build trusted relationships with advisors and key decision-makers
Deliver Vanguard investment solutions, market insights, and resources to advisors
Provide perspectives on capital markets, investment products, and industry trends
Engage clients through virtual meetings, phone outreach, face-to-face meetings, educational events, and conferences
Deliver presentations at client seminars and industry events
Use technology and data-driven insights to expand coverage and personalize engagement
Determine the appropriate mix of virtual and in-person engagement
Partner with field sales, key account teams, and internal stakeholders
Participate in special projects and perform other assigned duties

Requirements

What you’ll need

Eight to ten years of related experience, including five years of direct sales experience
Undergraduate degree or equivalent combination of training and experience
Progress toward or completion of an MBA, CFA, or CIMA preferred
Required to obtain and maintain applicable regulatory licenses and registrations, such as FINRA and state registrations
Knowledge of capital markets and investment management
Strong relationship-building, communication, and consultative selling skills
Ability to effectively manage priorities and collaborate across teams
Commitment to building lasting professional relationships
No visa sponsorship offered

Benefits

Comp & perks

Primarily virtual engagement / work-from-home flexibility for field sales crew
Remote interviewing, hiring, and onboarding
Hybrid, Work from Home, or Work from Office models depending on role
Professional development and learning opportunities
Work with a mission focused on long-term financial wellbeing and client impact