Remote Regional Director, Wealth & Asset Management

Charles Schwab Corporation; California (MO); On-site; USD 90,000 - 150,000; Full time

Job summary

Charles Schwab Corporation seeks an experienced relationship-builder and sales professional to grow our asset management solutions across a designated territory. This telecommute role requires regular travel and living within the territory while delivering clear investment education to advisors and clients.

The candidate will translate investment concepts into client conversations, partner with branch networks and regional leaders, and drive long-term partnerships while leveraging Salesforce and

Qualifications

• Active and valid FINRA Series 7 and 66 licenses.
• Bachelor’s degree.
• Experience in consultative sales, business development or relationship management delivering results.
• Experience in financial services, wealth management or related fields.
• Strong knowledge of investment products and portfolio concepts with clear explanation.
• Ability to influence, navigate a complex organization and work with diverse stakeholders.
• Excellent written and verbal communication; able to present to varied audiences.
• Sound judgment, accountability and ability to manage a dispersed territory.
• Ability and willingness to travel regularly within the territory.

Responsibilities

• Own acquisition and growth for managed investing 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 solutions.
• Join advisor meetings to provide education on investment strategies and solutions.
• Develop knowledge of investment philosophies, portfolio construction and holdings.
• Create and deliver sales ideas, product updates and education for Advisors.
• Lead branch education and rollout of new products and initiatives.
• Develop in-market client events, branch meetings and webcasts.
• Use Salesforce, Tableau and reporting tools to manage opportunities.
• Collaborate across WAMS and with partners to deliver a coordinated experience.
• Manage territory with regular travel for branch visits and client meetings.

Skills

FINRA licenses

Consultative sales

Relationship management

Communication skills

Travel readiness

Strategic partnering

Education

Bachelor's degree

Tools

Salesforce

Tableau

Job description

Charles Schwab Corporation seeks an experienced relationship-builder and sales professional to grow our asset management solutions across a designated territory. This telecommute role requires regular travel and living within the territory while delivering clear investment education to advisors and clients.

The candidate will translate investment concepts into client conversations, partner with branch networks and regional leaders, and drive long-term partnerships while leveraging Salesforce and