Large Market Sales Executive- RIA, Seattle at Vanguard

Tumwater, Washington, United States

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment Management, Asset ManagementIndustries

Requirements

Seasoned and successful sales professional with deep relationships in the RIA space
Deep expertise in capital markets, investment management, and industry trends
Ability to generate and deepen relationships with large RIAs ($500M+ AUM), with at least 60%+ of interactions in-person
Strong focus on driving results with emphasis on fixed income solutions and custom strategy execution
Experience building and maintaining a pipeline of high-quality sales opportunities
Ability to develop and execute a strategic sales plan focused on depth over breadth
Capability to collaborate closely with internal sales partners in a 1:1 model, including coaching less experienced executives
Embraces technology and experimentation to enhance sales process and client experience; uses data

Responsibilities

Manage territory across Washington, Oregon, Idaho, Montana, and Wyoming, focusing on growth and retention of assets among RIAs with $500M+ AUM
Maintain 1:1 partnership with an internal sales executive for territory management, pipeline development, and day-to-day execution
Understand the philosophy, structure, and strategic priorities of RIA firms, acting as a trusted advisor to align Vanguard’s capabilities with client needs
Drive market share and net cash flow through custom strategies tailored to large firms (averaging ~150 clients per territory)
Deliver key messages via in-person meetings, virtual visits, phone calls, and participation in national/regional industry events
Position Vanguard’s offerings consultatively, with strong emphasis on fixed income solutions
Build strong relationships across entire RIA organizations, support event strategy, and expand fields of play
Identify, build, and develop new relationships in the independent advisor community, predominantly through in-person interactions

Skills

Sales Execution

Territory Management

Pipeline Development

RIA Relationships

Asset Growth

Asset Retention

Fixed Income

Investment Products

Business Consulting

Market Share Growth

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

Land your dream remote job 3x faster with AI

Try Jobo Free