Senior Institutional Investments Executive – West Coast

Vanguard; Oakland (CA); Hybrid; USD 180,000 - 240,000; Full time

Job summary

Vanguard seeks a senior investment sales executive to drive growth by developing high-priority institutional relationships and closing complex opportunities across defined accounts. You will lead multi-year plans and coordinate with Investment Sales partners to deliver integrated solutions.

The role requires deep experience selling to sophisticated institutional buyers, including C-suite engagement, RFPs, and enterprise-level negotiations.

Qualifications

• Undergraduate degree or equivalent; master's preferred.
• Ten or more years in financial services or institutional investment.
• Proven track record closing large institutional opportunities.
• Experience with C-suite and senior decision-makers.
• Series 7 and 63 licenses, or ability to obtain within 60 days.

Responsibilities

• Originates, develops, and closes complex opportunities across a defined portfolio of strategic accounts.
• Owns strategy and commercial development of assigned accounts with multi-year plans.
• Develops senior-level relationships with institutional buyers and decision-makers.
• Creates new opportunities and whitespace beyond inbound opportunities.
• Leads cross-functional collaboration to deliver integrated Vanguard solutions.
• Maintains pipeline quality, progression, and forecasting across the portfolio.

Skills

Executive relationship mgmt

Strategic account planning

Institutional sales

Negotiation & deal closing

Education

Bachelor's degree

MBA / CFA preferred

CFA or similar credential preferred

Tools

CRM systems

Job description

Vanguard seeks a senior investment sales executive to drive growth by developing high-priority institutional relationships and closing complex opportunities across defined accounts. You will lead multi-year plans and coordinate with Investment Sales partners to deliver integrated solutions.

The role requires deep experience selling to sophisticated institutional buyers, including C-suite engagement, RFPs, and enterprise-level negotiations.