Hybrid Senior RIA Hybrid Sales Executive

Posted 2 months ago

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About the role

  • Sales Executive generating and broadening relationships in Registered Investment Advisors channel. Focused on driving sales results for Vanguard's investment and advisory services.

Responsibilities

  • Generates new relationships and broadens existing relationships with distributors, advisors, and other intermediaries in the Registered Investment Advisors channel
  • Drives sales results by raising awareness of Vanguard's investments, products, and related services
  • Educates clients on Vanguard product offerings
  • Hosts in-person meetings and presents Vanguard products at client seminars, educational opportunities, and other events
  • Partners with and supports field sales and key account sales executives as needed

Requirements

  • Five years related work experience
  • Three years of sales experience required
  • Undergraduate degree or equivalent combination of training and experience
  • Graduate degree preferred
  • Progress towards MBA, CFA, CIM preferred
  • Requires regulatory license and/or registration (e.g. FINRA, state, SFC)

Benefits

  • Visa sponsorship offered

Job title

Senior RIA Hybrid Sales Executive

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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