VP, Mid‑Market Retirement Plan Sales — Remote Eligible

Charles Schwab; San Francisco (CA); Hybrid; USD 180,000 - 320,000; Full time

Job summary

Charles Schwab is seeking a self‑motivated Vice President of Sales to pursue defined contribution plan opportunities in the Mid‑Market segment. Lead prospecting, manage a sales pipeline, and close deals within an assigned territory, collaborating with consultants and advisors.

The role requires strong relationship building, strategic negotiation, and deep knowledge of retirement plans. Remote work is eligible, with residency within the territory; a driven, client‑focused leader will thrive here.

Qualifications

• Bachelor’s degree or equivalent experience; may have postgraduate and/or certification.
• Series 7 and 63 licenses (Can be obtained through a condition of employment).
• Experience with retirement plans and defined contribution market knowledge is preferred.
• Strong client service focus with a track record of exceeding expectations.

Responsibilities

• Identify, pursue and sell to Mid‑Market retirement plan prospects ($150M‑$1B) within the assigned territory.
• Develop and maintain relationships with plan sponsors, investment advisors, and consultants.
• Build and manage sales opportunity pipeline; lead the sales process from inquiry to close.
• Collaborate with cross‑functional teams and leverage internal partners to win new business.
• Maintain accurate Salesforce data and provide timely updates to leadership.

Skills

Mid-Market sales

Prospecting

Relationship building

Sales process leadership

Sales presentations

Negotiation

Team mentoring

Cross-team collaboration

Communication skills

Industry knowledge

Client service

Education

Bachelor’s degree or equivalent

Series 7 and 63 licenses

Tools

Salesforce CRM

Job description

Charles Schwab is seeking a self‑motivated Vice President of Sales to pursue defined contribution plan opportunities in the Mid‑Market segment. Lead prospecting, manage a sales pipeline, and close deals within an assigned territory, collaborating with consultants and advisors.

The role requires strong relationship building, strategic negotiation, and deep knowledge of retirement plans. Remote work is eligible, with residency within the territory; a driven, client‑focused leader will thrive here.