Your Opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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. The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions (WAS) enterprise. The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management, products and services to consultants and advisors, across multiple distribution channels. The team also supports with the marketing efforts of the solutions, working closely with Offer Management, Product and Marketing teams. We are looking to add a Regional Director who will: Build trusting relationships with Schwab financial consultants in the defined territory to facilitate growth of Schwab Asset Management (SAM) and Third Party SMA offerings. Develop a deep understanding of SAM investment solutions and philosophies. Partner with an internal team of professionals to provide financial consultants and clients/prospects with ongoing education about investment products and strategy. The primary focus will be on proprietary, and 3rd party SMAs and wrap accounts. Lead education and rollouts for new products and enhancements. Act as a thought partner to financial consultants to help identify prospective clients and position investment offers. Present at internal and client/prospect events. Travel within territory for client meetings, branch meetings and Schwab sponsored events. This role will support the Northwest region and must be located in the Seattle, WA or Portland, OR area. Position allows for 100% remote work with travel within the territory What you have Required Qualifications Active and valid FINRA Series 7 & 66 licenses Bachelor's degree 10 years of experience in business development and relationship management with a proven record of success 10 years of experience in financial services, retail investment management, wealth management, investment management consulting, portfolio management or significant investment related experience. Ability to articulate investment products features and benefits and speak knowledgeably about philosophy, process, portfolio holdings and the rationale behind portfolio construction Preferred Qualifications Excellent oral and written communication skills. Excellent client relationship management and marketing/sales skills. Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. Self-motivated and ability to travel part-time, or as needed to successfully manage the region. Experience with CRM tools such as Salesforce & Tableau CFA and/or CIMA desirable but not required. CFP® designation or MBA desirable but not required.
RemoteSkills:
Asset Management, Business Administration, Business Development, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Institute of Management Accountants (CIMA), Communication Skills, Conferences, Construction, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Distribution Channel, Finance, Financial Planning, Financial Services, Investment Management, Investment Strategy, Management Consulting, Marketing, Philosophy, Presentation/Verbal Skills, Problem Solving Skills, Product Marketing, Product Strategy, Relationship Management, Relationship Marketing, Retail Management, Sales, Sales Management, Sales Prospecting, Salesforce.com, Series 7, Tableau, Wealth Management, Web Casting, Willing to Travel, Work From Home, Writing Skills
About the Company:
The Charles Schwab Corp
The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.
The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.
Company Size:
1,000 to 1,499 employees
Industry:
Security and Surveillance
Founded:
1971
Website:
