RIA Hybrid Sales Executive - California

The Vanguard Group•Los Angeles, CA

3d•Hybrid

About The Position

This role 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. The position 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. The role 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.