Sales Executive - California

Location: Los Angeles, CA, San Francisco, CA, Scottsdale, AZ

Time Type: Full time

RIA Hybrid Sales Executive
- California

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.

• 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.

• Eight to ten years of related experience, including five years of direct sales experience.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• Progress toward or completion of an MBA, CFA, or CIMA preferred.
• 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.

The ideal candidate resides in either the Los Angeles metro area or the San Francisco Bay Area to support in-person engagement within the territory's largest concentration of advisor relationships and assets. Scottsdale, AZ is also a location option given its proximity to Vanguard's regional office and the broader Western sales organization.

Vanguard is not offering visa sponsorship for this position.

At Vanguard, we don't just have a mission - we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of…