Regional Director - Wealth & Asset Management (Remote)

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

Job summary

Charles Schwab is seeking an experienced relationship-builder and sales professional to acquire and grow Schwab Asset Management solutions across a defined territory. You will foster trusted partnerships with Financial Consultants, branch leaders, and regional partners to tailor engagement and drive growth.

The role requires translation of investment concepts into clear client conversations, travel within the territory, and the ability to manage a geographically dispersed territory with sound

Qualifications

• Experience in consultative sales, business development or relationship management.
• Strong knowledge of investment concepts and portfolio concepts.
• Ability to explain complex investment strategies in clear language.

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 identify client needs and position investment solutions.

Skills

Consultative sales

Business development

Relationship management

Executive communication

Willingness to travel

Education

Bachelor's degree

Tools

Salesforce

Tableau

Job description

Charles Schwab is seeking an experienced relationship-builder and sales professional to acquire and grow Schwab Asset Management solutions across a defined territory. You will foster trusted partnerships with Financial Consultants, branch leaders, and regional partners to tailor engagement and drive growth.

The role requires translation of investment concepts into clear client conversations, travel within the territory, and the ability to manage a geographically dispersed territory with sound