Territory Wealth & Asset Management Director

Charles Schwab; Pleasanton (CA); Remote; USD 90,000 - 150,000; Full time

Job summary

Charles Schwab seeks an experienced relationship‑building sales professional to acquire and grow Schwab Asset Management solutions across a defined territory. You will translate investment concepts into clear client conversations and build durable partnerships with Financial Consultants and branch leaders.

You will travel regularly within the territory, join advisor meetings, provide education on investment strategies, and collaborate with product, marketing, and investment partners to deliver a

Qualifications

• Active and valid FINRA Series 7 and 66 licenses.
• Bachelor’s degree.
• Substantial experience in consultative sales or relationship management.
• Experience in financial services or wealth management.
• Ability to explain investment concepts clearly.
• Ability to travel across territory.
• Strong written and verbal communication skills.

Responsibilities

• Own acquisition and growth for Schwab Asset Management managed investing solutions and selected third‑party offerings across their territory.
• Build durable, trusted relationships with Financial Consultants, branch leaders and regional partners; tailor engagement to each branch and advisor practice.
• Act as a strategic thought partner to help advisors identify prospective clients, uncover needs and position investment solutions.
• Join advisor meetings with existing and prospective clients to provide education on investment strategies and solutions.
• Develop knowledge of investment philosophies, portfolio construction, holdings, product features and client needs this solution addresses.
• Create and deliver sales ideas, product updates and market‑informed education to simplify concepts.
• Lead branch education and rollout of new products and initiatives.
• Develop and execute in‑market client event strategy across meetings, events, webcasts, and programs.
• Use Salesforce, Tableau and reporting tools to manage opportunities and analyze regional trends.
• Collaborate across WAMS and with business development, wealth management, banking, product and marketing teams for a coordinated experience.
• Manage the territory with a strong field presence and regular travel for branch visits and events.

Skills

Consultative sales

Relationship management

Communication skills

Travel regularly

Education

Bachelor's degree

Tools

Salesforce

Tableau

Job description

Charles Schwab seeks an experienced relationship‑building sales professional to acquire and grow Schwab Asset Management solutions across a defined territory. You will translate investment concepts into clear client conversations and build durable partnerships with Financial Consultants and branch leaders.

You will travel regularly within the territory, join advisor meetings, provide education on investment strategies, and collaborate with product, marketing, and investment partners to deliver a