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, Cicero , Managing Director, AS Relationship Management - Minneapolis & Chicago, IL Locations, Executive , Chicago, Illinois