Senior Broker-Dealer Relationship Executive

Vanguard; California (MO); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading investment management company is seeking a Senior Broker Dealer Sales Executive in California. This role involves generating new relationships and broadening existing ones within the Broker Dealer channel through strategic sales initiatives and client education. Ideal candidates will have extensive sales experience and a relevant educational background. Competitive compensation and benefits are offered.

Qualifications

• Five years related work experience.
• Three years of sales experience required.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC).

Responsibilities

• Achieves established sales and retention goals.
• Implements a strategic sales plan to deepen business relationships.
• Delivers key Vanguard messages through various prospecting activities.

Skills

Sales experience

Relationship management

Investment knowledge

Client education

Education

Undergraduate degree

Graduate degree preferred

Job description

A leading investment management company is seeking a Senior Broker Dealer Sales Executive in California. This role involves generating new relationships and broadening existing ones within the Broker Dealer channel through strategic sales initiatives and client education. Ideal candidates will have extensive sales experience and a relevant educational background. Competitive compensation and benefits are offered.