Retirement & Equity Plan Growth Specialist

Charles Schwab Corporation; Austin (TX); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Charles Schwab Corporation in Austin, TX is seeking a Business Development Consultant to drive new retirement plan recordkeeping and equity plan administration opportunities. You will develop territory plans, qualify leads, and partner with external sales, consultants, and product owners to build a robust pipeline and move opportunities through the sales cycle.

The role emphasizes outbound prospecting, research on plan sponsors, and coordinating proposals, pricing, and RFP responses.

Qualifications

• Bachelor's degree required.
• 2-7 years of retirement plan, financial services, benefits, payroll, wealth management, or institutional sales experience.
• Proven outbound prospecting and business development experience.
• Strong verbal and written communication skills.
• CRM proficiency, preferably Salesforce.
• Preferred: retirement industry and stock plan administration experience; experience with advisors, consultants, TPAs, or recordkeepers; familiarity with public company equity programs; certifications.

Responsabilités

• Identify and develop new retirement or equity plan opportunities within assigned territories.
• Research target companies, including plan size and competitive positioning.
• Build and maintain a qualified pipeline of plan sponsor and consultant-led opportunities.
• Generate discovery meetings and qualified opportunities for external sales executives.
• Coordinate and lead external prospect discovery meetings and internal kickoff calls.
• Maintain accurate opportunity records in Salesforce.
• Coordinate proposals, RFP responses, pricing requests, and competitive analyses.
• Support onboarding and transition planning with implementation teams.

Connaissances

Prospecting & business development

Verbal & written communication

Relationship building

Formation

Bachelor's degree

Outils

Salesforce

Description du poste

Charles Schwab Corporation in Austin, TX is seeking a Business Development Consultant to drive new retirement plan recordkeeping and equity plan administration opportunities. You will develop territory plans, qualify leads, and partner with external sales, consultants, and product owners to build a robust pipeline and move opportunities through the sales cycle.

The role emphasizes outbound prospecting, research on plan sponsors, and coordinating proposals, pricing, and RFP responses.