DCIO Regional Sales Executive
Dallas/Ft. Worth, TX · HybridFull-timeSeen todaySeen in employer's feed today
Most applications go out cold — see where you stand first. No sign-up to start.
You apply on the employer's site, with no Olive account needed.
Watch jobs like this. New roles like this one near Dallas/Ft. Worth, TX, by email.
Don't just apply. Show up ready.
Olive works from this exact posting.
At a glance
Olive lists jobs from US employers, including remote roles you can work from the United States.
Job overview
The DCIO Regional Sales Executive develops institutional sales in an assigned territory and works with advisor organizations to promote Vanguard investment products, including mutual funds and CITs. The role builds relationships with prospect and client leadership, identifies needs, and proposes solutions. It also represents Vanguard at meetings and industry events, uses market and competitive knowledge to position offerings, and requires frequent travel of 50% or more.
Skills & qualifications
Skills
Qualifications
Full job description
DCIO Regional Sales Executive
locations
Malvern, PA
Charlotte, NC
Dallas/Ft. Worth, TX
Scottsdale, AZ
time type
Full time
posted on
job requisition id
183472
Core Responsibilities:
-
Achieves established investment product sales goals through strategic selling activities. Provides leadership and guidance to other sales executives, extended sales team members (ISCs, analysts, etc.), and support staff to achieve the highest levels of performance in new business development.
-
Develops a strategic sales plan for assigned territory to efficiently identify new, quality business relationships and leverage Vanguard capabilities for maximum success.
-
Partners with advisor organizations to raise awareness and drive acceptance of Vanguard investment products (mutual funds and CITs) that will help them achieve their goals.
-
Effectively represents Vanguard's investment products and broader capabilities to prospects, clients, and industry organizations in client/prospect meetings, at industry conferences, and via written, verbal and electronic media.
-
Develops strong relationships with senior and executive management of prospect and client organizations. Effectively identifies prospect/client needs and proposes appropriate Vanguard solutions.
-
Raises awareness of Vanguard's investments through targeted prospecting activities.
-
Uses expertise of market and competitive environments to help position Vanguard's investment products and related services appropriately.
-
Participates in special projects and performs other duties as assigned.
Qualifications:
-
Undergraduate degree or equivalent combination of training and experience. Master’s degree and/or Chartered Financial Analyst (CFA) preferred.
-
Eight to ten years financial services experience with three to five years of successful institutional sales experience preferred
-
Three to five years of successful institutional sales experience preferred.
-
Extensive knowledge of institutional investment offerings and/or retirement plan services and competitive landscape.
-
Strong knowledge of the institutional competitive environment, preferred.
-
Excellent executive presence, poise and presentation skills.
-
Series 6 and 63 licenses (or ability to obtain within 60 days).
Special Factors
Frequent Travel (50%+) required.
Vanguard is not offering visa sponsorship for this position.
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.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
About Us
Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.
This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy (https://www.vanguardjobs.com/site-privacy-policy/) to read more information and learn how to change your preferences.
Read More
How this job compares
Set against the 2,117 open Sales Executive jobs on Olive Jobs, counted November 3, 2026.
- Pay
- This postingNot listed
- Texas median$145–241K/yr92 salary ranges
- US median$34–45/hr30 hourly ranges
- Openings
- Olive Jobs lists 137 open Sales Executive jobs in Texas and 2,117 across the US. 8% of them nationwide are listed as remote or flexible.
- Hiring the most in Texas
- Deloitte30 open
- EY14 open
- ServiceNow, Inc.5 open
- Experience
- Sales Executive postings that state a minimum ask for 5 years of experience at the median; the middle half ask for 5 to 10 years (1,674 postings).
- Education
- 296 of the 2,117 open Sales Executive jobs (14%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 3, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
Prepare for this role
You've read the whole posting — now see how you match it.
