Note: The job is a remote job and is open to candidates in USA. Charles Schwab is a financial services company focused on transforming the finance industry through innovative thought and creative problem solving. The Director, Business Development will serve as the Bank’s subject matter expert and drive deeper understanding and engagement with Schwab’s products and services among Financial Consultants and retail clients across the Investor Services business.
Responsibilities
- Act as the Bank’s subject matter expert
- Driving 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
- Position allows for remote work.
- This role is also eligible for bonus or incentive opportunities.
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