Note: The job is a remote job and is open to candidates in USA. Charles Schwab is a financial services company that empowers employees to make an impact on their careers. They are seeking a Director of Business Development who will act as the subject matter expert and drive engagement with their products and services among Financial Consultants and retail clients.
Responsibilities
- Drive a deeper understanding and engagement with our products and services among Financial Consultants (FCs) and retail clients across our Investor Services business
Skills
- Active Series 7 and 63/66 licensing required
- 5+ years of relationship management experience in developing enhanced affiliations with Bank or Brokerage field partners to support business development activities
- Shown ability to influence others, provide enhanced sales closing skills and deliver specific product and technical knowledge for all Bank offerings
- In depth financial background in both home lending and asset-based lending with focus on high-net-worth clients
- Deep analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to actively ensure that their impact is addressed
- Strong internal and external client focus, including ability to think in terms of client experience/perspective
- High confidence level in public speaking, as well as strong written and verbal communication skills
- Ability to travel while effectively leading a large territory with the skill to multi-task while remaining organized and responsive
- Bachelor's degree is a plus
- Current NMLS license/registration is preferred
Benefits
- In addition to the salary range, this role is also eligible for bonus or incentive opportunities
- Position allows for remote work
Company Overview