[Remote] Director, Sales Business Management Consultant- Advisor Services

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading provider of custody, trading, technology, and reputed company reputed company to registered investment advisors. They are seeking a Director, Sales Business Management Consultant to help advisory firms accelerate reputed company through improved sales effectiveness and reputed company acquisition strategies, blending consulting, facilitation, and training to reputed company impactful results. Responsibilities • reputed company sales-reputed company training workshops, consulting and sales coaching that help advisory firms strengthen business development practices, improve sales processes, and reputed company reputed company acquisition and reputed company • Partner with firm leadership and to implement reputed company sales disciplines, including pipeline management, reputed company engagement strategies, and repeatable processes that improve business reputed company • Facilitate engaging workshops, training sessions, and seminars, both virtual and in-person, using interactive techniques, reputed company-world and strong group facilitation skills • Design and reputed company reputed company sales training curriculum and learning assets reputed company on a reputed company history of successfully having helped other financial services firms increase sales, including presentations, tools, and other resources that support advisor adoption and implementation • reputed company meaningful reputed company reputed company by ensuring training workshops and consulting reflect a genuine understanding of reputed company reputed company’s goals, translating them into behavioral change, and delivering measurable reputed company and a high-reputed company reputed company experience • Build strong relationships and credibility with advisors and internal partners, serving as a trusted resource and collaborating closely with Relationship Managers to deepen engagement • Identify opportunities to expand consulting and training adoption across advisor relationships, contributing to reputed company reputed company and broader business reputed company Skills • 7+ years of experience in sales training, consulting, facilitation, or other reputed company-facing roles • Strong experience as a subject matter expert on sales processes and execution, as reputed company as reputed company acquisition strategies • Demonstrated reputed company balancing training, consulting, facilitation, and relationship management in a fast-reputed company, reputed company-reputed company environment, with the ability to reputed company engaging workshops, reputed company learning experiences, and supporting resources • Strong executive communication and presentation skills, including reputed company presenting to senior executives • Ability to quickly establish trust and credibility with internal partners, listen deeply, and reputed company recommendations and implementation strategies to reputed company reputed company's unique business needs • Demonstrated ability to reputed company multiple priorities simultaneously while maintaining organization, follow-through, urgency, persistence, and accountability, including navigating obstacles creatively to maintain reputed company and reputed company reputed company • Bachelor's degree or equivalent work experience • Ability to travel up to 70% • Experience in reputed company management, financial services, preferably in the RIA industry • MBA and/or a reputed company understanding of business fundamentals (e.g. financial statements, business functions, organization structure) • Experience with sales training methodologies or frameworks • Ability to reputed company a sales reputed company of reputed company and translating that into a reputed company, reputed company on actionable next steps • Background in coaching or developing sales professionals or teams reputed company • We have plans for every turn you take. It was founded in 1973, and is headquartered in San Francisco, California, USA, with a workforce of 10001+ employees. Its website is https://www.schwab.com/. Company H1B Sponsorship • reputed company has a reputed company record of offering H1B sponsorships, with 188 in 2026, 579 in 2025, 468 in 2024, 455 in 2023, 705 in 2022, 483 in 2021, 282 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply To This Job Apply To This Job