Remote Regional Wealth & Asset Director

Charles Schwab; San Francisco (CA); A distancia; USD 90.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company match

Paid time off

Sabbatical after years of service

Paid parental leave and family support

Tuition reimbursement

Health, dental, and vision insurance

Descripción de la vacante

Charles Schwab is seeking an experienced relationship-builder and sales professional to acquire and grow Schwab Asset Management solutions across a designated territory. You will build durable relationships with Financial Consultants, branch leaders and regional partners, tailoring engagement to each branch and advisor practice.

You will educate advisors on investment strategies and solutions, and travel regularly to engage clients and conduct branch meetings.

Formación

• Active and valid FINRA Series 7 and 66 licenses.
• Bachelor’s degree.
• Experience in consultative sales, business development or relationship management.
• Experience in financial services, wealth management, investment management or related field.
• Strong knowledge of investment products and portfolio concepts; ability to explain philosophy and client fit clearly.
• Ability to influence through partnership and navigate a complex organization.
• Confident written and verbal communication; able to present to individuals, groups, and larger audiences.
• Willingness to travel regularly throughout territory.

Responsabilidades

• Own acquisition and growth for Schwab Asset Management solutions and selected third-party offerings across the territory.
• Build durable relationships with Financial Consultants, branch leaders and regional partners; tailor engagement to each branch and advisor practice.
• Act as a strategic thought partner to identify client needs and position solutions.
• Attend advisor meetings to educate on investment strategies and solutions.
• Develop knowledge of investment philosophies, portfolio construction and product features.
• Create and deliver sales ideas, product updates and market education.
• Lead branch education and rollout of new products and initiatives.
• Develop and execute in-market client event strategy (branch meetings, events, webcasts).
• Use Salesforce, Tableau and other tools to manage opportunities and analyze trends.
• Collaborate across WAMS and with business development, wealth management, banking, product, marketing and investment partners.
• Manage territory with field presence and regular travel for branch visits and events.

Conocimientos

FINRA Series 7 license

FINRA Series 66 license

Consultative sales

Relationship management

Financial services knowledge

Strong communication

Educación

Bachelor's degree

Herramientas

Salesforce

Tableau

Descripción del empleo

Charles Schwab is seeking an experienced relationship-builder and sales professional to acquire and grow Schwab Asset Management solutions across a designated territory. You will build durable relationships with Financial Consultants, branch leaders and regional partners, tailoring engagement to each branch and advisor practice.

You will educate advisors on investment strategies and solutions, and travel regularly to engage clients and conduct branch meetings.