VP, Retirement Plan Sales — Emerging Markets (Remote)

Charles Schwab Inc.; Seattle (WA); Remote; USD 180,000 - 320,000; Full time

Job summary

Charles Schwab Inc. is seeking a driven Vice President of Sales to pursue defined contribution plan opportunities in the Mid-Market segment.

You will prospect, manage, and win business across an assigned territory and collaborate with consultants, advisors, and plan sponsors within the Great Lakes region. The role emphasizes relationship development, pipeline management, and cross-engagement with Schwab colleagues to deliver comprehensive retirement plan solutions.

Qualifications

• Bachelor's degree or equivalent experience; may have postgraduate and/or certification.
• Client service focus with a track record of exceeding client expectations.
• Excellent listening, communication, and interpersonal skills.
• Familiarity with advisors and benefit consultants within defined territory.
• Experience with defined contribution plan marketplace knowledge and competitor insight.
• Series 7 and 63 licenses condition of employment

Responsibilities

• Identify, pursue and sell to retirement plan prospects in the Mid-Market segment ($10m-$150m).
• Work within a team to identify and maintain relationships with prospects, advisors, and consultants.
• Develop and manage sales opportunity pipeline and lead the sales process.
• Provide required documentation for active opportunities and collaborate with internal partners.
• Coach and mentor selling team members for better presentation and sales effectiveness.
• Maintain Salesforce data and provide timely updates to leadership.

Skills

Prospecting

Relationship building

Sales process

Communication

Education

Bachelor's degree or equivalent

Tools

Salesforce CRM

Job description

Charles Schwab Inc. is seeking a driven Vice President of Sales to pursue defined contribution plan opportunities in the Mid-Market segment.

You will prospect, manage, and win business across an assigned territory and collaborate with consultants, advisors, and plan sponsors within the Great Lakes region. The role emphasizes relationship development, pipeline management, and cross-engagement with Schwab colleagues to deliver comprehensive retirement plan solutions.