Hybrid RIA Growth Executive - CA Territory

Tech Sales Jobs; Los Angeles (CA); Hybrid; USD 85,000 - 140,000; Full time

Job summary

Vanguard seeks a RIA Hybrid Sales Executive for the California territory, covering CA, NV, and HI. The role grows assets via primarily virtual engagement with some field activity, building deep advisor relationships and delivering Vanguard solutions to accumulate assets under management.

The ideal candidate has 8–10 years in related sales, including 5+ years direct sales, with strong finance and regulatory knowledge.

Qualifications

• Eight to ten years of related experience, including five years of direct sales experience.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• Progress toward or completion of an MBA, CFA, or CIMA preferred.
• Required to obtain and maintain applicable regulatory licenses and registrations (e.g., FINRA, 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.

Responsibilities

• Achieves sales and retention goals while executing a strategic territory plan for ~250 RIA firms.
• Expands presence by identifying opportunities and deepening advisor relationships.
• Builds trusted relationships by understanding advisors' business models and client needs.
• Delivers Vanguard investment solutions, market insights, and resources to help advisors.
• Demonstrates expertise in capital markets and investment products to position Vanguard's capabilities.
• Engages clients through virtual meetings, phone outreach, and select in-person events.
• Delivers presentations at client seminars and industry events to generate opportunities.
• Uses data-driven insights to expand coverage and personalize engagement.

Skills

Relationship building

Consultative selling

Strategic territory planning

Account management

Capital markets knowledge

Communication skills

Cross-functional collaboration

Forecasting & pipeline management

Education

Undergraduate degree

MBA/CFA/CIMA preferred

Job description

Vanguard seeks a RIA Hybrid Sales Executive for the California territory, covering CA, NV, and HI. The role grows assets via primarily virtual engagement with some field activity, building deep advisor relationships and delivering Vanguard solutions to accumulate assets under management.

The ideal candidate has 8–10 years in related sales, including 5+ years direct sales, with strong finance and regulatory knowledge.