Hybrid RIA Sales Executive - California Growth Partner

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

Job summary

Vanguard is seeking a Hybrid Sales Executive focused on California and surrounding territory to grow assets and advisor adoption among ~250 RIA firms. Roll out strategic plans, deepen relationships, and deliver Vanguard investment solutions through a mix of virtual and selective in-person engagement.

The role emphasizes capital markets expertise, consultative selling, and cross-team collaboration to achieve sales and retention goals within a code-compliant framework.

Qualifications

• Eight to ten years of related experience, including five years of direct sales 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 operating in accordance with Vanguard's Code of Ethics.
• Develops and executes a strategic territory plan to drive growth across ~250 RIA firms.
• Expands Vanguard's presence by identifying new opportunities and deepening advisor relationships.
• Builds trusted relationships with advisors and key decision-makers.
• Delivers Vanguard's investment solutions and market insights to help advisors achieve objectives.
• Demonstrates expertise in capital markets and investment products.
• Engages clients through virtual meetings, phone outreach, and in-person events.
• Delivers presentations at client seminars and industry events.
• Uses data-driven insights to expand coverage and personalize engagement.
• Prioritizes opportunities and optimizes virtual vs. in-person engagement for impact.
• Partners with field sales and internal stakeholders for a coordinated client experience.
• Participates in special projects.

Skills

Relationship-building

Communication

Consultative selling

Prioritization

Cross-team collaboration

Education

Undergraduate degree

MBA/CFA/CIMA preferred

Job description

Vanguard is seeking a Hybrid Sales Executive focused on California and surrounding territory to grow assets and advisor adoption among ~250 RIA firms. Roll out strategic plans, deepen relationships, and deliver Vanguard investment solutions through a mix of virtual and selective in-person engagement.

The role emphasizes capital markets expertise, consultative selling, and cross-team collaboration to achieve sales and retention goals within a code-compliant framework.