VP, Retirement Plan Sales — Emerging Markets (Remote)

Charles Schwab Corporation; California; Remote; USD 180,000 - 320,000; Full time

Job summary

Charles Schwab Corporation in the United States is seeking a Vice President of Sales to pursue defined contribution plan opportunities in the Mid-Market segment. You will prospect, manage, and win business across the Great Lakes region (WI, IL, IN, OH, KY) with remote work, residing within the supported region.

In this role you will lead the sales process, develop relationships with plan sponsors, investment advisors and retirement plan consultants, and coordinate cross-functional resources to

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• Series 7 and 63 licenses required for employment.
• Experience with Salesforce CRM and client relationship management.
• Knowledge of defined contribution plan marketplace and advisor networks.

Responsibilities

• Identify, pursue and win defined contribution opportunities in the Mid-Market segment.
• Lead and manage the sales process for assigned opportunities and develop pipeline.
• Build relationships with plan sponsors, investment advisors and retirement plan consultants.
• Collaborate with internal partners and cross‑sell Schwab services.
• Maintain accurate Salesforce data and provide timely updates to leadership.
• Achieve monthly territory development activity goals.

Skills

Sales experience

Relationship building

Communication

Interpersonal skills

Negotiation

Presentations

Adaptability

Team collaboration

Client service

Education

Bachelor’s degree or equivalent experience

Postgraduate or certification

Tools

Salesforce CRM

Job description

Charles Schwab Corporation in the United States is seeking a Vice President of Sales to pursue defined contribution plan opportunities in the Mid-Market segment. You will prospect, manage, and win business across the Great Lakes region (WI, IL, IN, OH, KY) with remote work, residing within the supported region.

In this role you will lead the sales process, develop relationships with plan sponsors, investment advisors and retirement plan consultants, and coordinate cross-functional resources to