VP, Sales Mega Market - Retirement Plan Services (Remote - East Territory)

Charles Schwab; California (MO); Remote; USD 190,000 - 425,000; Full time

Job summary

A leading financial services firm is seeking a Vice President for Sales in the Mega Market segment focusing on retirement plans. The successful candidate will manage client relationships, drive sales initiatives, and work collaboratively within the team. This role promises growth and the opportunity to shape the future of retirement plans in a dynamic environment.

Benefits

401(k) with company match

Paid time for vacation

Education reimbursement

Employee stock purchase plan

Qualifications

• Mega market retirement plan experience required.
• Salesforce CRM experience necessary.
• Strong communication and interpersonal skills expected.

Responsibilities

• Identify and sell to retirement plan prospects in the Mega Market.
• Develop and manage sales opportunity pipeline.
• Coach and mentor sales team members.

Skills

Sales focus

Excellent listening

Communication skills

Interpersonal skills

Education

Bachelor's degree

Tools

Salesforce CRM

Job description

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Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We are looking for an experienced professional to pursue new defined contribution, defined benefit, and non-qualified plan sales in the Mega Market segment ($1Billion+). As a Vice President of Sales, this individual will be responsible for prospecting, managing and winning retirement business relationships, as well as promoting cross-engagement opportunities for the Workplace Financial Services suite of services, including Stock Plan and Compliance Solutions. This individual will develop relationships with key plan sponsors, and partner with consultant relations professionals to deepen relationships with key investment advisors, and retirement plan consultants.

What You Will Be Responsible For

• Identify, pursue, and sell to retirement plan prospects in the Mega Market segment ($1Billion+)
• Work within a team structure to identify, develop and maintain relationships with key plan sponsors, advisors, and benefit 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
  
  

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications

• Self-motivated, enthusiastic individual who demonstrates a high degree of personal integrity, resilience, and honesty
• Exhibits professionalism, confidence, accountability, and respect for others with each interaction
• Sales focus and a track record of exceeding 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 interact with different level individuals within an organization, with an emphasis on executive or management level positions
• Effective organizational skills to handle multiple assignments simultaneously, manage through issues, and meet deadlines
• Mega market retirement plan experience
• Familiarity with advisors and benefit consultants who support Mega Market plan sponsors
• 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. A condition of employment may be considered for highly qualified candidates to obtain licensing.
  
  

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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