Senior Manager Financial Advisor Consultant
Charles Schwab & Co. (Phoenix, Arizona)

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Over the last thirty years we’ve grown from a brokerage house into one of the nation’s most respected financial institutions simply by doing what’s right by our clients. We believe they deserve a personal relationship based on listening and respect, fact-based guidance and portfolio planning that’s in line with their goals, and low, easy to understand prices. Share our beliefs? There’s a place for you at Schwab.

Senior Manager Financial Advisor Consultant

Schwab Corporate Services

The Plan Administrator Services (PAS) Implementation & Conversion Group's objective is to provide our Third Party Administrators (TPA) with the highest quality of service when establishing business at Schwab and converting new retirement plans to our platform.  Professional interactions and timely response to internal and external client needs is paramount to our success.   Relationship building is also important to ensure that we retain business as well as be the preferred choice for new business. 

 

Responsibilities

 

The PAS Financial Advisor Consultant will:

Develop and manage strong relationships with retirement focused financial advisors Identify, develop, and channel new business opportunities from financial advisors Cross sell opportunities with Schwab Retail, Schwab Retirement technologies, Schwab Institutional, and Schwab Retirement Plan Services Coordinate sales activities with regional Sales and Relationship Management team members Be known as industry and market subject matter experts Has relevant business knowledge and be able to communicate PAS products and services Travel up to 40% annually

 

Requirements

Bachelor's degree 4+ years successful B2B sales/business development experience Retirement plan consulting and/or distribution experience strongly preferred Thorough knowledge of financial advisor business, 401k industry and TPA market Superior presentation skills and demonstrated success in a team-selling environment Demonstrated exceptional prospecting skills to targeted clients Excellent communication, listening, interpersonal, client service, networking and analytical skills Effective interpersonal, problem-solving, organizational, and decision-making skills Strong business/customer focus; ability to think in terms of customer experience/perspective. 

 

Critical Success Factors

Excellent communication, listening, interpersonal, client service, networking and analytical skills. Proven ability to analyze client needs and provide specific product and service solutions Highly creative, proactive, motivated and resourceful Education: BA/BS