RIA Hybrid Sales Executive - California

Vanguard • Los Angeles, CA

4d • $85,000 - $140,000 • Hybrid

About The Position

Leads relationship development and business growth across a territory of approximately 250 Registered Investment Advisor (RIA) firms spanning California, Nevada, and Hawaii, anchored by a large and strategically important California asset base. Serves as a trusted consultant, leveraging deep investment expertise, market insights, and Vanguard's capabilities to drive advisor adoption, strengthen client outcomes, and grow assets under management. Delivers a high-impact coverage model through primarily virtual engagement (75%) and targeted field sales activity (25%) across both metro and non-metro markets.

Requirements

• Eight to ten years of related experience, including five years of direct sales experience.
• Undergraduate degree or equivalent combination of training and experience.
• Required to obtain and maintain applicable regulatory licenses and registrations (e.g., FINRA, state registrations).
• Knowledge of capital markets and investment management.
• Strong relationship-building, communication, and consultative selling skills.
• Ability to effectively manage priorities and collaborate across teams.
• Commitment to building lasting professional relationships.

Nice To Haves

• Graduate degree preferred.
• Progress toward or completion of an MBA, CFA, or CIMA preferred.

Responsibilities

• Achieves sales and retention goals while operating in accordance with Vanguard's Code of Ethics.
• Develops and executes a strategic territory plan to drive growth across an assigned book of approximately 250 RIA firms.
• Expands Vanguard's presence and market share by identifying new opportunities and deepening existing advisor relationships through targeted business development activities.
• Builds trusted relationships with advisors and key decision-makers by understanding their business models, investment philosophies, and client needs.
• Serves as a consultative partner, delivering Vanguard's investment solutions, market insights, and resources to help advisors achieve their business and client objectives.
• Demonstrates expertise in capital markets, investment products, and industry trends to provide relevant perspectives and effectively position Vanguard's capabilities.
• Engages clients and prospects through a combination of virtual meetings, phone outreach, face-to-face meetings, educational events, and regional and national industry conferences.
• Delivers presentations at client seminars and industry events to strengthen advisor engagement, enhance Vanguard's brand, and generate actionable business opportunities.
• Utilizes technology and data-driven insights to expand coverage, personalize engagement, and effectively serve advisors across metro and non-metro markets.
• Prioritizes opportunities and determines the most effective mix of virtual and in-person engagement to maximize impact and business results.
• Partners closely with field sales, key account teams, and internal stakeholders to deliver a coordinated client experience.
• Participates in special projects and performs other duties as assigned.

Benefits

• The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure.
• We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into.
• We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree