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Your opportunity

Regional Director, Wealth and Asset Management Solutions –** **Southern California

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions (WAS) enterprise.  The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management, products and services to consultants and advisors, across multiple distribution channels.  The team also supports with the marketing efforts of the solutions, working closely with Offer Management, Product and Marketing teams.

We are looking to add a **Regional Director** who will:

+ 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 3 rd 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.

This role will support the** **Southern California** **region and must be located in the** **San Diego or Orange County** **areas.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What you have

Required Qualifications

+ 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 Qualifications

+ 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.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

+ 401(k) with company match and Employee stock purchase plan

+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

+ Paid parental leave and family building benefits

+ Tuition reimbursement

+ Health, dental, and vision insurance

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.