Hybrid RIA Sales Executive – Territory Growth

Tech Sales Jobs

Scottsdale (AZ)

Híbrido

USD 85.000 - 140.000

Jornada completa

Hace 7 días

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Descripción de la vacante

Vanguard is seeking a RIA Hybrid Sales Executive to lead relationship development and business growth across a multi-state territory anchored by a strong California base. The role emphasizes advisor consulting, market insights, and asset growth with a largely virtual engagement model and periodic in-person activities.

Ideal candidates bring 8–10 years in sales, a solid financial services background, and readiness to obtain needed licenses.

Formación

8–10 years of related experience in sales.
Undergraduate degree or equivalent. Graduate degree preferred.
Progress toward or completion of MBA, CFA, or CIMA preferred.
Required to obtain and maintain applicable regulatory licenses (e.g., FINRA).
Knowledge of capital markets and investment management.
Strong relationship-building and consultative selling skills.

Responsabilidades

Achieves sales and retention goals within an assigned book of approximately 250 RIA firms.
Develops a strategic territory plan to drive growth across the territory.
Builds trusted relationships with advisors and key decision-makers.
Delivers Vanguard investment solutions and insights to advisors.
Engages clients through virtual meetings and regional events to generate opportunities.
Partners with internal teams to deliver a coordinated client experience.