VP, Retirement Plan Services Emerging Market Sales - Southwest Region

Charles Schwab; San Francisco (CA); Hybrid; USD 180,000 - 340,000; Full time

Benefits offered by this job

401(k) match with company contribution

Sabbatical after 5 years

Parental leave and family benefits

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab is seeking a self-motivated VP of Sales to pursue defined contribution plan opportunities in the Mid-Market segment. The role focuses on prospecting, managing and winning business within a designated territory, partnering with colleagues and consultants to build sponsor relationships.

You will lead sales efforts, develop pipelines, and collaborate with internal teams to expand Schwab services while achieving regional activity goals.

Qualifications

• Bachelor's degree or equivalent; postgraduate or certification a plus.

Responsibilities

• Identify, pursue and sell to retirement plan prospects with emphasis on Emerging Market ($10m-$150m) plans.
• Develop and manage sales opportunity pipeline.
• Play lead role in managing the sales process for all assigned opportunities.
• Provide all required and requested documentation for active opportunities.
• Maintain current and accurate data in Salesforce and provide updates to Sales management.

Skills

Client relationship management

Sales leadership

Prospecting & pipeline management

Communication skills

Education

Bachelor's degree or equivalent

Series 7 and 63 licenses

Tools

Salesforce CRM

Job description

Your opportunity

We are looking for a self-motivated professional to pursue new defined contribution plan sales opportunities in the Mid-Market segment ($10m-$150m). As a Vice President of Sales, this individual will be responsible for prospecting, managing, and winning business in a designated territory and promoting cross-engagement opportunities. This individual will partner with colleagues from other segments and Consultant Relations professionals within their territory to develop relationships with key plan sponsors, investment advisors, and retirement plan consultants.

What you are good at:

• Identify, pursue and sell to retirement plan prospects with an emphasis on Emerging Market ($10m-$150m plans) plans
• Work within a team structure to identify, develop and maintain relationships with key prospects, advisors, and consultants
• Develop and manage sales opportunity pipeline
• Play lead role in managing the sales process for all assigned sales opportunities
• Provide all required and requested documentation for active sales opportunities
• Collaborate with internal business partners in pursuit of new business
• Coach and mentor selling team members for optimum presentation and sales effectiveness
• Negotiate services with consultants and plan sponsors
• Understand and communicate the breadth of Schwab services
• Identify leads for other Schwab business lines (i.e. Stock Plan Services)
• Achieve monthly territory development activity goals
• Maintain current and accurate data in Salesforce
• Provide timely updates to Sales management and Retirement Plan Services leadership upon request

The Southwest Region includes: AZ, UT, NV, NM and Southern CA. This position is approved from remote work but associate is required to live within the region that is supported (with preference for Los Angeles or Phoenix).

What you have

• A passion for Schwab’s mission of helping every client and participant achieve their financial goals
• Self-motivated, enthusiastic individual who demonstrates a high degree of personal integrity, resilience, and professional growth
• Exhibits professionalism, confidence, accountability, and respect for others with each interaction
• Client service focus and a track record of exceeding client expectations
• Excellent listening, communication, and interpersonal skills
• Competence leveraging technology to interact and present virtually
• Ability to position services and develop creative solutions to positively influence decision-making and outcomes

• Capacity to develop relationships and influence individuals at all levels within an organization, from entry-level to senior executives.

• Effective organizational skills to handle multiple assignments simultaneously, manage through issues, and meet deadlines
• Client facing sales experience (experience working with intermediaries is preferred)
• Familiarity with advisors and benefit consultants within defined territory
• Qualified and non-qualified plan marketplace knowledge and competitor insight
• Experience with Salesforce CRM
• Bachelor’s degree or equivalent experience; may have postgraduate and/or certification
• Series 7 and 63 licenses condition of employment

This position offers a competitive base salary complemented by a performance-driven incentive plan.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance