Account Executive
HUB International
Senior RIA Hybrid Sales Executive
Vanguard
full-time
Posted on:
Location Type: Hybrid
Location: Malvern • Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
relationship buildingsalesclient educationpresentation skillspartnershipsupportcommunication
Certifications
FINRACFACIM
