layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

LAYIQ - RIA Hybrid Sales Executive - California at Vanguard

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.
Location
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.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position. About Vanguard
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.
Future of Work
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 our crew.
When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).
The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.

RIA Hybrid Sales Executive - California

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