RIA Territory Sales Consultant — Hybrid Engagement

Vanguard; Scottsdale (AZ); Híbrido; USD 85.000 - 140.000; Jornada completa

Descripción de la vacante

Vanguard seeks a seasoned client relationship and business development professional to cover a territory of approximately 250 Registered Investment Advisor firms across California, Nevada, and Hawaii, anchored by a large California asset base. The role is primarily virtual (75%) with 25% field activity, demanding strategic planning and consultative selling to grow assets under management.

The ideal candidate has 8–10 years in related sales, an undergraduate degree, and MBA or CFA/CIMA preferred.

Formación

• 8–10 years of related experience, including five years of direct sales experience.
• Undergraduate degree or equivalent; MBA, CFA, or CIMA preferred.
• Must obtain and maintain applicable regulatory licenses (e.g., FINRA).

Responsabilidades

• Achieve sales and retention goals within Vanguard's ethical framework.
• Develop and execute a strategic territory plan for ~250 RIA firms.
• Expand presence by identifying opportunities and deepening advisor relationships.
• Present Vanguard investment solutions and insights to help advisors grow assets.
• Engage clients via virtual meetings, phone outreach, and select in-person events.
• Partner with field sales and internal teams for a coordinated client experience.

Conocimientos

Relationship building

Sales leadership

Territory planning

Strategic thinking

Consultative selling

Communication

Team collaboration

Educación

Bachelor's degree or equivalent

MBA

CFA or CIMA

Descripción del empleo

Vanguard seeks a seasoned client relationship and business development professional to cover a territory of approximately 250 Registered Investment Advisor firms across California, Nevada, and Hawaii, anchored by a large California asset base. The role is primarily virtual (75%) with 25% field activity, demanding strategic planning and consultative selling to grow assets under management.

The ideal candidate has 8–10 years in related sales, an undergraduate degree, and MBA or CFA/CIMA preferred.