Regional Director, Wealth & Asset Management - OC Travel

Charles Schwab Corporation; San Francisco (CA); Remote; USD 120,000 - 180,000; Full time

Job summary

Charles Schwab Corporation is seeking an experienced relationship-builder and sales professional to acquire and grow Schwab Asset Management solutions across a defined territory. The role requires translating investment concepts for advisors and clients, building trust, and driving long-term partnerships.

The position is telecommute with regular travel; candidates must reside within the territory and be able to travel regularly to advisor meetings, branches and events.

Qualifications

• Bachelor’s degree required.
• Substantial experience in consultative sales, business development or relationship management.
• Strong knowledge of investment products and portfolio concepts.

Responsibilities

• Own acquisition and growth for Schwab Asset Management solutions across the territory.
• Build durable relationships with Financial Consultants and regional partners.
• Act as a strategic thought partner to identify prospective clients and position investment solutions.
• Join advisor meetings to provide education on investment strategies and solutions.
• Lead education and rollout of new products and initiatives.
• Develop and execute an in-market client event strategy.

Skills

Consultative sales

Business development

Relationship management

Strategic partnerships

Education

Bachelor’s degree

FINRA Series 7 and 66 licenses

Tools

Salesforce

Tableau

Job description

Charles Schwab Corporation is seeking an experienced relationship-builder and sales professional to acquire and grow Schwab Asset Management solutions across a defined territory. The role requires translating investment concepts for advisors and clients, building trust, and driving long-term partnerships.

The position is telecommute with regular travel; candidates must reside within the territory and be able to travel regularly to advisor meetings, branches and events.