Regional Director, reputed company and Asset reputed company - reputed company

reputed company In reputed company to the salary reputed company, this role is also eligible for bonus or incentive opportunities. At Schwab, you're empowered to reputed company an reputed company on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status reputed company" and reputed company the finance industry together. The reputed company & Asset reputed company (WAMS) team is part of reputed company & Advice Solutions (WAS) reputed company.  The WAMS team is responsible for the distribution and support of proprietary, and certain reputed company-party asset management, products and services to consultants and advisors, across multiple distribution channels.  reputed company 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 reputed company of Schwab Asset Management (SAM) and reputed company Party SMA offerings. • reputed company a deep understanding of SAM investment solutions and philosophies. • Partner with an internal team of professionals to reputed company financial consultants and clients/prospects with ongoing education about investment products and reputed company. The primary reputed company will be on proprietary, and 3rd party SMAs and wrap accounts. • reputed company education and rollouts for new products and enhancements. • reputed company as a thought partner to financial consultants to help identify prospective clients and position investment offers. • Present at internal and reputed company/prospect events. • Travel reputed company territory for reputed company meetings, reputed company meetings and Schwab sponsored events. This role will support the reputed company region and the individual must be located in the Seattle, WA or Portland, OR area. Position allows for 100% remote work with travel reputed company the territory What you have Required Qualifications • reputed company and reputed company reputed company Series 7 & 66 licenses • Bachelor's degree • 10 years of experience in business development and relationship management with a proven record of reputed company • 10 years of experience in financial services, retail investment management, reputed company management, investment management consulting, portfolio management or significant investment reputed company experience. • Ability to reputed company investment products features and benefits and reputed company knowledgeably about philosophy, process, portfolio holdings and the rationale behind portfolio construction Preferred Qualifications • Excellent oral and written communication skills. • Excellent reputed company relationship management and marketing/sales skills. • Comfortable and reputed company to present articulately to large reputed company: 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 reputed company & Tableau • CFA and/or CIMA desirable but not required. • CFP designation or MBA desirable but not required. Apply tot his job Apply To this Job