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Charles Schwab Business Development Officer - Large Market - Schwab Advisor Services in San Francisco, California

Your Opportunity

Schwab Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales person like you! Our heritage of serving advisors by bringing them the “Best of Schwab,” our specialized expertise, and our continued investment in their business is unparalleled. Your experience and commitment can help make it possible for us to offer a depth and breadth of services supported by leading technology and experienced people to our advisor clients to help them profitably grow, compete, and succeed in their business efforts.

What you’re good at

  • Prospect for new custody and trading services by recruiting Advisors turning independent from the wirehouse, independent broker dealer or trust bank channels and fee-based independent investment advisors with a minimum of $500mm in assets under management.

  • Manage and grow your territory and influence positive change in your business through business consultations, as well as stay abreast of business and platform updates as they occur.

  • Manage and organize sales conversions with clients as well as negotiate long-term pricing in exchange for increased assets.

  • Effectively coordinate with Relationship Management, Service, Technology and Marketing partners as we onboard new relationships and you transition them into the ongoing support model.

  • Manage the sales process, including facilitating and coordinating new corporate client on-boarding, relationship related documentation and Welcome Call implementations.

What you have

  • Our ideal candidate will be an entrepreneurial self-starter; and have a proven ability to exceed quarterly goals as set by the company

  • Bachelor’s degree Series 7 and 63 licenses

  • Five years of proactive sales experience in the financial services industry

  • Demonstrated ability to manage complicated business-to-business sales situations

  • Strong interpersonal skills, comprehensive industry knowledge, comfortable with new relationships and cold calling opportunities

  • Substantial knowledge of competitor’s products, services, sales tactics and weaknesses

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Why Schwab?

At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees:

: a package designed to empower your health, wealth, career and life.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.

We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

Job Locations US-CA-San Francisco

Requisition ID 2020-62044

Posted Date 1 week ago (3/26/2020 12:40 PM)

Category Sales and Business Development

Position Type Full time