Charles Schwab Regional Manager, Managed Solutions Consulting for Mid Atlantic Region in Washington, District Of Columbia

Description:

Washington - DC, BRDCDC, 1845 K Street, N.W., 20006-1209

Deborah Harolyn Graye

20170619-3126

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 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.

Our Opportunity:

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 Consultants work with regional market executives and branch managers to identify key needs in their market, determine and help implement effective growth and retention strategies, conduct1-1 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 team also supports internal field communications, manages product awareness, access for 3 rd party asset management firms, coordinates/host events with both internal and 3 rd party partners, promotes new product launches, and provides ongoing feedback as it relates to new products, services, pricing, and marketing support.

In addition, team members collaborate with our branch office and call center personnel to provide perspective and coaching on best practices on how to more fully understand and utilize the firm’s advisory capabilities into their own business development and practice management activities.

This role is based in the Mid-Atlantic Region and will be located in the greater Washington DC area.

What you’ll do:

Primary responsibilities include, but are not limited to:

  • Serve as a primary advisory business development and sales support resource to drive new managed investing enrollments and assets within the designated territory.

  • Work with leaders to create a customized growth and client retention strategy for each branch supported.

  • Conduct a high frequency of meetings, 1:1s, and sales consultations to support our client facing professionals in assessing clients/prospects needs, identifying opportunities from a Wealth Management & Financial Planning perspective, and presenting the most appropriate client solution.

  • Help coordinate speakers for, or act as a keynote speaker for, client educational workshops

  • The ability to build and sustain exceptional working relationships with Investor Services leadership (Market Executives, Branch Managers, Independent Branch Leaders, Portfolio Consulting, Acquisition Delivery, etc.), as well as the many internal specialty partner groups (Fixed Income, ThomasPartners®, Windhaven®, Charles Schwab Investment Advisory, Insurance & Annuities, Trading Solutions, Schwab Bank, etc.) to identify opportunities to support growth and product educational needs.

  • Help onboard new firms added to our retail Managed Account platform and manage ongoing wholesaling access for eligible firms.

  • The ability to build and sustain exceptional working relationships with Advisor Services leadership to support Schwab Advisor Network to ensure resolution of advisor issues, onboard new firms added to the matrix, help participating firms develop enhanced relationships with the branches and Financial Consultants, and support business development activities.

  • Responsibilities will also include providing ongoing, relevant “field” feedback and insight into all product marketing and distribution issues to client experience and product management groups.

  • Engage in consistent dialogue with Portfolio Consulting leadership to identify opportunities/challenges to drive growth of Schwab Private Client

  • Proactively engage to support the introduction of new advisory products, services, and tools.

What you have:

  • Position requires BA/BS required, MBA a plus.

  • Industry certifications (CIMA/CFP/CFA) preferred.

  • Typically a minimum of 10 years in the financial services industry with 5+ years’ experience in an investment management or sales management role.

  • Past experience in Financial Planning is preferred

  • Excellent product and technical knowledge of managed accounts, fee-based advisory programs, and ETFs/Mutual Funds.

  • Must possess excellent communication skills, including client facing and senior management level presentation skills, and ability to communicate with other Managers, Directors, and VPs in other enterprises.

  • Ability to partner with others to create tangible actionable business plans

  • Additionally, candidate must possess exceptional written communication, organizational, and time management skills.

  • Requires ability to influence others, teach general sales skills and deliver specific product and technical knowledge.

  • Strong customer focus, including ability to think in terms of customer experience/perspective.

  • Solid knowledge of Schwab organizational and business development procedures.

  • Strong interpersonal and relationship skills. Ability to establish rapport with and influence Schwab colleagues

  • Demonstrated skills in sales education, business development tactics, and seminar delivery.

  • Demonstrated ability to communicate and implement a clear, focused business development strategy for area/group.

  • Demonstrated ability to influence and achieve objectives without direct authority or direct reporting relationships.

  • Excellent working knowledge of Schwab Advice and understanding of Schwab's visions and values.

  • FINRA Series 7 and 66 required.

  • The ability to travel extensively (65%+) throughout an assigned region is required.

  • Have a strong understanding and grasp of the competitive landscape in the financial services industry and the variety of fee-based product platforms

  • Aptitude to engage and manage relationships with third parties (relationship management)

  • Demonstrated ability to work in a team environment. The position will not have any direct reports, but will interact frequently with the team of other MSCG Regional Sales Managers.

This is a summary only and duties and responsibilities may be changed from time to time, or over time

What you’ll get:

Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • 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.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 66, FINRA Series 7

Relevant Work Experience: Financial Services-6+ yrs

Position Located In: DC - District of Columbia, MD - Gaithersburg, MD - Bethesda, VA - Arlington, VA - Reston, VA - Tysons Corner, MD - Potomac

Education: BA/BS

Job Type: Full Time

Category:Sales/Business Development

Activation Date: Wednesday, September 20, 2017

Expiration Date: Saturday, October 21, 2017

Apply Here