Your Opportunity

What you are good at

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  Manage client relationships with emerging Advisors while actively pursuing opportunities to help them profitably grow
• Work with leadership to provide additional enhancements, training materials, and resources to help our emerging Advisors become more self-sufficient
• Maintain a strong band of communication between internal business partners, including service and leadership
• Stay abreast of contesting offerings in the industry and how it impacts Schwab’s market share within our segment

• Be a contact point for clients that need negotiated pricing, competitive product offerings, and guidance on how to grow their business, among other things
• Take the initiative to identify common pain points within our client base and develop resources to address their needs
• Demonstrate superior understanding of features and benefits of Schwab tools, products, and services in order to encourage adoption and provide scale to the segment
• Collaborate with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business and set the strategic direction of the segment

What you have

• 
  Active and valid FINRA Series 7 & 63 licenses required
• Minimum of 3 years in Advisor Services preferred
• Excellent relationship management skills including collaborating, influencing and negotiating. Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet
• Attributes of an entrepreneurial self-starter and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under your own initiative

• Willingness to pivot and constantly shift focus based on needs of the entire team and segment
• Ability to support positive relationships between the client and Schwab through fostering successful internal partnerships
• Superior communication, presentation, interpersonal and listening skills
• Passion for ideation, professionalism, positivity and strong work ethic with a high level of integrity and teamwork.
• In-depth knowledge of Advisor Services products, services, marketing resources, sales materials as well as demonstrated brokerage industry knowledge

• Initiative to create change through process improvements, training and streamlining functions
• Strong analytical and organizational skills. Demonstrated ability to prioritize business needs and manage time effectively
• Advanced technical skills with team-orientation and the ability to act as a resource for development of the team’s effectiveness. Advanced knowledge of Microsoft Outlook, Word, Excel, PowerPoint, and SalesForce
• Skill and experience in delivering professional presentations to both large and small groups
• Flexibility to travel for client events on a limited basis