- Vanguard (CO)
- …advisors, and insurance companies, both at an advisor and home office level. The RIA field sales executive identifies, builds, and develops new ... relationships and business opportunities with Registered Investment Advisors predominantly through in-person interactions....senior level client or prospect relationship role in the RIA Channel required. Eight years of sales … more
- Guardian Life (New York, NY)
- …Disability Insurance as well as Investment products through our Retail Broker Dealer & Registered Investment Advisor ( RIA ) to the affluent, high net ... innovation in product review, planning, creation, and maintenance support for advisor technologies across our Protection & Wealth segments. Individual Markets… more