Hybrid Sales Executive: Growth-Oriented Advisor Solutions

Vanguard; Los Angeles (CA); Hybrid; USD 85,000 - 140,000; Full time

Benefits offered by this job

Incentive compensation

Job summary

Vanguard is seeking a Senior Relationship Manager to lead advisor engagement across approximately 250 RIA firms in California, Nevada, and Hawaii. The role is primarily virtual (75%) with targeted field activity (25%), focusing on growth and retention in metro and non-metro markets.

You will develop strategic territory plans, deepen advisor relationships, and present Vanguard investment solutions and market insights to help clients achieve business objectives.

Qualifications

• Eight to ten years of related experience, including five years of direct sales experience.
• Graduate degree preferred (MBA, CFA, or CIMA).
• Regulatory licenses/registrations required (e.g., FINRA, state registrations).
• Knowledge of capital markets and investment management.

Responsibilities

• 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 to align business needs.
• Delivers Vanguard investment solutions and market insights to help advisors achieve objectives.
• Engages clients through virtual meetings, phone outreach, and select in-person events; supports seminars and conferences.
• Collaborates with field sales and internal stakeholders to deliver a coordinated client experience.

Skills

Relationship building

Communication

Consultative selling

Capital markets knowledge

Prioritization

Team collaboration

Education

Undergraduate degree

MBA

CFA

CIMA

Tools

FINRA licenses

Job description

Vanguard is seeking a Senior Relationship Manager to lead advisor engagement across approximately 250 RIA firms in California, Nevada, and Hawaii. The role is primarily virtual (75%) with targeted field activity (25%), focusing on growth and retention in metro and non-metro markets.

You will develop strategic territory plans, deepen advisor relationships, and present Vanguard investment solutions and market insights to help clients achieve business objectives.