Regional Director, Wealth & Asset Management (Remote)

Charles Schwab; California; Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an experienced relationship-builder and sales professional to own acquisition and growth for Schwab Asset Management solutions within a defined territory. The role emphasizes building durable advisor relationships, translating investment concepts into clear conversations, and partnering with branch leaders to drive adoption of investment solutions.

You will travel within the territory and collaborate across product, marketing and wealth management teams to deliver a

Qualifications

• Active and valid FINRA Series 7 and 66 licenses.
• Bachelor’s degree required.
• Extensive experience in consultative sales, business development or relationship management.

Responsibilities

• Own acquisition and growth for Schwab Asset Management solutions and third-party offerings across the territory.
• Build durable relationships with Financial Consultants, branch leaders and regional partners.
• Act as a strategic thought partner to help advisors identify prospective clients and position investment solutions.
• Join advisor meetings to educate on investment strategies and solutions.
• Develop knowledge of investment philosophies, portfolio construction and product features.
• Deliver sales ideas, product updates and market-informed education.
• Lead branch education and rollout of new products and initiatives.
• Develop in-market client events including branch meetings, client events and webcasts.
• Use Salesforce, Tableau and other tools to manage opportunities and analyze trends.
• Collaborate with WAMS, business development, wealth management, banking, product and marketing partners.
• Manage the territory with a strong field presence and regular travel.

Skills

FINRA Series 7

FINRA Series 66

Consultative sales

Business development

Relationship management

Investment products

Territory travel

Strong communication

Education

Bachelor’s degree

MBA or CFA/CFP

Tools

Salesforce

Tableau

CRM

Job description

Charles Schwab is seeking an experienced relationship-builder and sales professional to own acquisition and growth for Schwab Asset Management solutions within a defined territory. The role emphasizes building durable advisor relationships, translating investment concepts into clear conversations, and partnering with branch leaders to drive adoption of investment solutions.

You will travel within the territory and collaborate across product, marketing and wealth management teams to deliver a