Note: The job is a remote job and is open to candidates in USA. Charles Schwab is a financial services company seeking a Director, Business Development for its Bank Sales team. The role serves as a subject matter expert, driving understanding and engagement with bank products and services among Financial Consultants and retail clients across the Investor Services business.
Responsibilities
- 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
Skills
- Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship
- * 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
- Ideal candidate must be located and reside in the following area(s): Florida- Orlando location is preferred
- * Bachelor's degree is a plus
- * Current NMLS license/registration is preferred
Benefits
- Position allows for remote work.
- In addition to the salary range, this role is also eligible for bonus or incentive opportunities
Company Overview