Charles Schwab · 1 month ago
Regional Director, Wealth and Asset Management Solutions – Northwest
US-WA-Seattle
Full-time
Hybrid
Senior Level, Lead/Staff
$150K/yr - $200K/yr
10+ years expCharles Schwab is seeking a Regional Director for their Wealth and Asset Management Solutions team. This role involves building relationships with financial consultants, educating them about investment products, and facilitating the growth of asset management offerings in the Northwest region.
Financial Services
Responsibilities
Build trusting relationships with Schwab financial consultants in the defined territory to facilitate growth of Schwab Asset Management (SAM) and Third Party SMA offerings
Develop a deep understanding of SAM investment solutions and philosophies
Partner with an internal team of professionals to provide financial consultants and clients/prospects with ongoing education about investment products and strategy. The primary focus will be on proprietary, and 3rd party SMAs and wrap accounts
Lead education and rollouts for new products and enhancements
Act as a thought partner to financial consultants to help identify prospective clients and position investment offers
Present at internal and client/prospect events
Travel within territory for client meetings, branch meetings and Schwab sponsored events
Qualification
Required
Active and valid FINRA Series 7 & 66 licenses
Bachelor's degree
10 years of experience in business development and relationship management with a proven record of success
10 years of experience in financial services, retail investment management, wealth management, investment management consulting, portfolio management or significant investment related experience
Ability to articulate investment products features and benefits and speak knowledgeably about philosophy, process, portfolio holdings and the rationale behind portfolio construction
Preferred
Excellent oral and written communication skills
Excellent client relationship management and marketing/sales skills
Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc
Self-motivated and ability to travel part-time, or as needed to successfully manage the region
Experience with CRM tools such as Salesforce & Tableau
CFA and/or CIMA desirable but not required
CFP® designation or MBA desirable but not required
Benefits
This role is also eligible for bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
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