Charles Schwab · 6 hours ago

Advisor Services, Business Development Officer, Large Market - TEXAS

Full-time

Remote

Senior Level

$145K/yr - $225K/yr

5+ years exp

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Financial Services

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Responsibilities

Partner with internal consultants to position Schwab’s platform, products, and people in an authentic and transparent manner

Champion the fiduciary advice model and Schwab’s leadership position in the RIA industry

Develop a sales region using a disciplined approach to planning and implementing required strategies and tactics

Engage with a wide range of firms including traditional wirehouse teams, independent advisors, family offices, trust companies, large branches/OSJ’s, and broker/dealers

Establish credibility and speak with authority and knowledge in the boardroom or via video conference

Lead cross-organizational teams and support team members

Exceed quarterly sales goals as set by the company

Qualification

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