Charles Schwab Managing Director, Managed Solutions Consulting- Chicago, IL in Atlanta, Georgia
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck at http://www.aboutschwab.com/about/leadership/charles_schwab over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Members of the Managed Solutions Consulting Group (MSCG) are regionally based product specialists who work with their assigned region/branches to increase the appropriate client adoption of Schwab’s broad advised offering (including Schwab Private Client™, Schwab Advisor Network®, Schwab Intelligent Portfolios™, Schwab Intelligent Advisory™, Schwab Managed Portfolios™ and Managed Accounts).
The team works with regional branch executives and branch managers to identify key needs in their market, determine and help implement effective growth and retention strategies, conduct 1-1 coaching with Financial Consultants so they can effectively articulate the unique value proposition of different solutions, and help the branches increase client engagement/outreach.
The primary goal of the Managing Director is to provide both strategic and tactical leadership to help evolve the Branch Network and drive key business results. This position leads a team of consultants responsible for ½ of the country, as well as engaging with key business partners and working on initiatives that will impact the success of Schwab’s entire branch network.
As a strategic leader, the Managed Solutions Director will evaluate the ever changing advised landscape and help create tangible actionable strategic plans that drive results. On a day-to-day basis, the Director consults/collaborates with business partners across organizations and will be tasked with seeking out, proposing and managing various projects which will increase awareness and proper utilization of Schwab’s advice offerings. They will focus on identifying, analyzing recommending, and executing solutions which define an optimal path which take into consideration the broad environment, resources available and other initiatives going on within the branch network.
As a tactical leader, the Managing Director is accountable for selecting, developing and coaching Team Managers and helping to create scalability, efficiency, as well as focusing individual employee development and engagement. They will then work with their team and promote change/growth. They will work to understand the needs of their team (and the regions/branches supported) to ensure that Field perspective is represented in all planning. In addition to regular weekly calls with team members, the Managed Solutions Director will perform periodic supervision visits, in market, with all of their direct reports.
BA/BS required, MBA a plus.
Industry certifications (CIMA/CFP/CFA) preferred.
Typically a minimum of 10-15 years in the financial services industry
7+ years of sales leadership experience
FINRA Series 7, 9/10 and 66 required.
Strong customer focus, including ability to think in terms of customer experience/perspective.
Candidate will need to demonstrate the ability to execute and understand initiatives aligned with the Company's strategic objectives for the business to expand market share and achieve a competitive advantage
History of delivering consistent results.
Strong focus on employee development and growth
Ability to inspire organization change/growth
Strong organizational, collaboration, and partnership skills to effectively consult and leverage a network of colleagues
Candidate must display proven effectiveness at building relationships which drive results
Must possess excellent communication skills, both oral and written which focus on clear and concise messaging.
Strong business analysis skills to identify trends, opportunities, and challenges.
Ability to devise and create a clear strategic vision and build out actionable execution plans.
Exceptional organizational, time management skills and ability to work simultaneously on multiple priorities.
Strong business judgment and ability to effectively make trade-offs in business decision making process
Solid ability to effectively manage risk
Strong product and technical knowledge of managed accounts, fee-based advisory programs, and ETFs/Mutual Funds.
Good knowledge of organizational and business development procedures.
Strong skills with MS Excel and PPT
Typical travel is about 25-35% of the time for supervision and meetings
This is a summary only and duties and responsibilities may be changed from time to time, or over time
What you’ll get:
Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab at http://www.aboutschwab.com/careers/lifeatschwab/" .
Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
Position Located In: GA - Atlanta, IL - Chicago