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.
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 offeringsDevelop a deep understanding of SAM investment solutions and philosophiesPartner 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 accountsLead 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 Southern California region and must be located in the San Diego OR Orange County areas.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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 & TableauCFA and/or CIMA desirable but not required.CFP® designation or MBA desirable but not required.Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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