Managing Director, AS Relationship Management - Minneapolis & Chicago, IL Locations
Company: Charles Schwab
Location: Chicago
Posted on: April 20, 2024
Job Description:
Your opportunity, the leading provider of custodial, operational
and trading support for 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, dedicated people
to our advisor clients to help them profitably grow, compete and
succeed in their business efforts.Reporting to the Managing
Director (MD), of Relationship Management will, in a
business-to-business (B2B) sales environment, provide leadership,
sales management and coaching to Relationship Managers and a
Support Specialist.What you have
- Bachelor's degree or equivalent work related experience
required
- Active and valid FINRA Series 7 & 63 licenses required
- Active and valid FINRA Series 24 license required (may be
obtained under a condition of employment)
- Must have a minimum of 5 years of financial services industry
and relationship management experience
- Must have a minimum of 2 years of sales management experience
in the RIA industry
- Shown ability to deliver excellent client service with the
ability to anticipate and resolve problems under their own
initiative
- General management background including familiarity with human
resources policies related to management
- Experience with building teams; ability to empower and coach
direct reports
- Superior communication, interpersonal and listening skills
- Outstanding presentation and negotiation skills - ability to
think on feet, solve problems, listen, persuade, and develop
win/win solutions
- In-depth knowledge of Schwab Institutional products and
services
- Deep understanding of, and adherence to, Schwab Advisor
Services' sales' process coupled with solid understanding and the
ability to leverage and communicate features and benefits of our
platform, technologies, tools, products, and services
- Demonstrated expertise in all aspects of the RIA industry
including technology, operations, practice management, compliance,
fee structures and the competitionIn addition to the salary range,
this role is also eligible for bonus or incentive
opportunities.What's in it for youAt Schwab, we're committed to
empowering our employees' personal and professional success. Our
purpose-driven, supportive culture, and focus on your development
means you'll get the tools you need to make a positive difference
in the finance industry. Our approach balances our ongoing
commitment to workplace flexibility, serving our clients, and our
strong belief in the value of being together in person on a regular
basis.We offer a competitive that takes care of the whole you -
both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical
after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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Keywords: Charles Schwab, Schaumburg , Managing Director, AS Relationship Management - Minneapolis & Chicago, IL Locations, Executive , Chicago, Illinois
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