Overview In this role you drive acquisition and growth for Schwab Asset Management solutions within a defined territory, building trusted relationships with financial advisors and branch leaders. You translate investment concepts into clear client conversations, identify needs, and position solutions to fit client goals. You lead education initiatives, client events, and partner with cross-functional teams to deliver a coordinated experience. This role combines advisory storytelling with data-driven outreach across multiple channels to scale impact.
Responsibilities- Own acquisition and growth for managed investing solutions across territory
- Build durable relationships with Financial Consultants and branch leaders; tailor engagement to each branch
- Act as strategic thought partner to identify prospective clients and needs
- Join advisor meetings to educate on investment strategies and solutions
- Develop deep knowledge of investment philosophies, portfolio construction, features and client fit
- Create and deliver sales ideas, product updates and market education
- Lead branch education and rollout of new products and initiatives
- Develop and execute in-market client event strategy (meetings, events, webcasts)
- Use Salesforce, Tableau and other reporting tools to manage opportunities and analyze trends
- Collaborate across WAMS and with business development, wealth management, banking, product, marketing and investment partners
- Manage territory with strong field presence and regular travel for visits and events
Key requirements- FINRA Series 7 and 66 licenses (active)
- Bachelor's degree
- Significant experience in consultative sales, business development or relationship management with proven results
- Strong background in financial services, wealth/investment management or related fields
- Solid knowledge of investment products and portfolio concepts with ability to explain complex ideas clearly
- Ability to influence, collaborate across a large organization and engage various advisor/client styles
- Confident written and verbal communication, capable of presenting to groups of various sizes
- Sound judgment and personal accountability; able to prioritize in a dispersed territory
- Willingness to travel regularly within territory
- relationship-building
- influencing and partnership
- communication
- Salesforce
- Tableau
- CRM and business intelligence tools
