VP, Sales - Retirement Plan Services (Remote - Northeast Territory)

Charles Schwab; New York (NY); Remote; USD 90,000 - 160,000; Full time

Job summary

An established industry player is seeking a VP of Sales to drive retirement plan services in the Northeast territory. This is a unique opportunity to leverage your expertise in client-facing sales within the financial services sector. You will be responsible for developing new business opportunities, managing relationships with key stakeholders, and coaching team members for success. The role offers competitive compensation, including bonus potential and a comprehensive benefits package, making it an attractive choice for driven professionals looking to make an impact in a dynamic environment.

Benefits

401(k) match

Stock purchase plan

Paid time off

Parental leave

Tuition reimbursement

Health insurance

Flexible work arrangements

Qualifications

• Self-driven with integrity, resilience, and professionalism.
• Experience in client-facing sales, preferably in benefits or financial services.

Responsibilities

• Identify and pursue large market retirement plans.
• Develop and maintain relationships with prospects, advisors, and consultants.
• Manage sales pipeline and lead the sales process.

Skills

Client-facing sales experience

Excellent communication skills

Interpersonal skills

Knowledge of defined benefit and non-qualified plan markets

Salesforce CRM familiarity

Education

Bachelor's degree

Postgraduate/certifications

Tools

Salesforce

Job description

VP, Sales - Retirement Plan Services (Remote - Northeast Territory)

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Position Overview

At Schwab, you’re empowered to make an impact on your career. We seek a self-motivated professional to develop new defined contribution plan sales opportunities in the Large Market segment ($150M-$1B). The role involves prospecting, managing, and securing business in the Northeast territory (ME, VT, NH, MA, NY, RI, CT), collaborating with internal teams to foster relationships with key plan sponsors, investment advisors, and retirement plan consultants.

Key Responsibilities

• Identify and pursue large market retirement plans ($150M-$1B)
• Develop and maintain relationships with prospects, advisors, and consultants
• Manage sales pipeline and lead the sales process
• Provide documentation for sales opportunities
• Collaborate internally to pursue new business
• Coach team members for effective sales presentations
• Negotiate services with stakeholders
• Understand Schwab’s service offerings and identify cross-selling opportunities
• Achieve activity and sales goals
• Maintain accurate Salesforce data and provide updates to management

Qualifications

• Self-driven with integrity, resilience, and professionalism
• Excellent communication and interpersonal skills
• Experience in client-facing sales, preferably in benefits or financial services
• Knowledge of the defined benefit and non-qualified plan markets
• Familiarity with Salesforce CRM
• Bachelor’s degree or equivalent; postgraduate/certifications preferred
• FINRA Series 7 and 63 licenses (can be obtained after employment)

Benefits and Perks

Competitive salary with bonus potential, 401(k) match, stock purchase plan, paid time off, parental leave, tuition reimbursement, health insurance, and flexible work arrangements.

Additional Details

Seniority level: Executive

Employment type: Full-time

Job function: Sales and Business Development