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About the Role

Schwab Asset Management is seeking an experienced relationship-builder and sales professional to distribute and support proprietary and selected third-party asset management products and services. This role involves earning trust, translating investment concepts into clear client conversations, and helping advisors connect the right solutions to client needs. The ideal candidate brings strong judgment, curiosity, investment fluency, and a track record of developing a territory through long-term partnerships.

Responsibilities

Own acquisition and growth for Schwab Asset Management managed investing solutions and selected third-party offerings across their territory.
Build durable, trusted relationships with Financial Consultants, branch leaders, and regional partners, tailoring engagement to the needs and opportunity within each branch and advisor practice.
Act as a strategic thought partner to help advisors identify prospective clients, uncover needs, and position investment solutions appropriately.
Join advisor meetings with existing and prospective clients to provide clear, balanced education on investment strategies and solutions.
Develop deep knowledge of investment philosophies, portfolio construction, holdings, product features, and the client needs each solution is designed to address.
Create and deliver relevant sales ideas, product updates, and market-informed education that make complex investment concepts easier to understand and use.
Lead branch education and the rollout of new products, enhancements, and key business initiatives.
Develop and execute an in-market client event strategy, including branch meetings, client and prospect events, webcasts, and other educational programs.
Use Salesforce, Tableau, and other reporting tools to manage opportunities, prioritize outreach, and analyze regional flows, trends, and participation.
Collaborate across WAMS and with business development, wealth management, banking, product, marketing, and investment partners to deliver a coordinated experience.
Manage the territory with a strong field presence and regular travel for branch visits, client meetings, and Schwab-sponsored events.

Requirements

Active and valid FINRA Series 7 and 66 licenses.
Bachelor’s degree.
Substantial experience in consultative sales, business development, or relationship management with a demonstrated record of building trust and delivering results.
Substantial experience in financial services, wealth management, investment management, portfolio management, investment consulting, or a closely related field.
Strong working knowledge of investment products and portfolio concepts, with the ability to explain philosophy, process, portfolio construction, holdings, risks, and client fit in clear language.
Ability to influence through partnership, navigate a complex organization, and work effectively with a wide range of advisor, client, and internal stakeholder styles.
Confident written and verbal communication skills, including the ability to present to individuals, small groups, and larger audiences.
Sound judgment, personal accountability, and the ability to independently prioritize and manage a geographically dispersed territory.
Ability and willingness to travel regularly throughout territory.

Skills

Salesforce
Tableau
Consultative sales
Business development
Relationship management
Financial services
Wealth management
Investment management
Portfolio management
Investment consulting
Investment products
Portfolio concepts
Communication skills
Sales and investment best practices

Location

Telecommute
Must live within the territory

Work Type

Telecommute
Regular travel within the territory

Experience Level

Experienced
Substantial experience

Education Level

Bachelor’s degree
CFA, CIMA, CFP certification, MBA or other relevant advanced education or designation (Preferred)

About the Company

At Schwab, you are empowered to make an impact on your career. Innovative thinking meets practical problem-solving as we challenge the status quo and help transform the finance industry together.
The Wealth & Asset Management Solutions (WAMS) team, part of Wealth & Advice Solutions (WAS), distributes and supports proprietary and selected third-party asset management products and services across multiple channels. The team also partners with Offer Management, Product and Marketing to bring investment solutions, education and resources to consultants and advisors.