Director of Wealth Management Coaching & Consulting

Charles Schwab; Chicago (IL); Hybride; USD 120 000 - 165 000; Plein temps

Avantages offerts par ce poste

401(k) plan

Health, dental, vision insurance

Parental leave

Tuition reimbursement

Bonus opportunities

Résumé du poste

Charles Schwab is seeking a Wealth Management Coach & Consultants (WMCCs) to elevate branch performance and client engagement across the region. You will coach, mentor, and implement wealth-management strategies that drive growth and enhance the client experience.

The role requires deep wealth management knowledge, strong coaching skills, and the ability to travel about half the time; a BA/BS is required with MBA a plus. This position supports a hybrid work model and regional supervision.

Qualifications

• Comprehensive understanding of Wealth Management and client engagement skills.
• Must be able to formulate and teach efficient client engagement/sales process.
• Deep knowledge of brokerage, advised, and banking product/services.
• Extensive knowledge of Financial Planning.
• Exceptional customer focus and client experience orientation.
• Strong coaching and employee development capabilities.
• Demonstrated ability to align initiatives with business objectives and drive growth.
• Keen business judgment with risk management awareness.
• Data-driven to identify trends and actionable sales plans.
• Ability to inspire organizational change and growth.
• Strong organizational and collaborative skills.
• Excellent verbal and written communication skills.
• Flexibility in managing competing priorities.

Responsabilités

• Coach branch employees to enhance client engagement and sales capabilities.
• Develop and implement coaching strategies across the branch network.
• Promote Schwab’s Modern Wealth Management initiatives and solutions.
• Support market growth, retention, and competitive advantage.
• Ensure initiatives align with business objectives and risk controls.

Connaissances

Wealth Management knowledge

Client engagement

Communication skills

Coaching & employee development

Strategic thinking

Change management

Analytical mindset

Team collaboration

Presentation skills

Customer-focused

Formation

BA/BS in relevant field

MBA a plus

Outils

MS Excel

PowerPoint

Description du poste

Charles Schwab is seeking a Wealth Management Coach & Consultants (WMCCs) to elevate branch performance and client engagement across the region. You will coach, mentor, and implement wealth-management strategies that drive growth and enhance the client experience.

The role requires deep wealth management knowledge, strong coaching skills, and the ability to travel about half the time; a BA/BS is required with MBA a plus. This position supports a hybrid work model and regional supervision.