Remote Regional Director, Wealth & Asset Management

Charles Schwab Corporation; California (MO); On-site; USD 95,000 - 145,000; Full time

Job summary

Charles Schwab Corporation is seeking an experienced sales and relationship-management professional to drive growth for Schwab Asset Management and selected third-party offerings across a defined U.S. territory.

The role emphasizes trust-building with Financial Consultants, branch leaders and regional partners, translating investment concepts into client conversations and tailoring solutions to advisor practices. The position is telecommute with regular travel within the territory.

Qualifications

• Active and valid FINRA Series 7 and 66 licenses.
• Bachelor’s degree required.
• Substantial experience in consultative sales, business development or relationship management with a proven track record.
• Substantial experience in financial services, wealth management, investment management or related fields.
• Strong knowledge of investment products and portfolio concepts and ability to explain them clearly.
• Ability to influence through partnership and navigate a complex organization.
• Confident written and verbal communication for diverse audiences.
• Sound judgment and ability to prioritize a dispersed territory.
• Willingness to travel regularly within the territory.

Responsibilities

• Own acquisition and growth for Schwab Asset Management and selected third-party offerings in the territory.
• Build durable relationships with Financial Consultants, branch leaders and regional partners; tailor engagement to each branch.
• Act as strategic partner to identify prospective clients, uncover needs and position solutions.
• Join advisor meetings to educate on investment strategies and solutions.
• Develop knowledge of investment philosophies, portfolios and client needs addressed by each solution.
• Create and deliver sales ideas, product updates and market-informed education.
• Lead branch education and rollout of new products and initiatives.
• Develop in-market client event strategy: branch meetings, client events, webcasts.
• Use Salesforce, Tableau and other tools to manage opportunities and analyze trends.
• Collaborate across WAMS and with partners to deliver a coordinated experience.
• Manage territory with strong field presence and regular travel.

Skills

Consultative sales

Relationship mgmt

Investment knowledge

Strong communication

Travel willingness

Education

Bachelor’s degree

MBA or professional designation preferred

Tools

Salesforce

Tableau

Job description

Charles Schwab Corporation is seeking an experienced sales and relationship-management professional to drive growth for Schwab Asset Management and selected third-party offerings across a defined U.S. territory.

The role emphasizes trust-building with Financial Consultants, branch leaders and regional partners, translating investment concepts into client conversations and tailoring solutions to advisor practices. The position is telecommute with regular travel within the territory.