Director, Schwab Asset Management Solutions (Mid-Atlantic Region)

Employer
Charles Schwab
Location
Washington, DC
Posted
Sep 13, 2021
Closes
Sep 15, 2021
Ref
86578843
Hours
Full Time
**Your Opportunity**Schwab Asset Management Solutions (SAMS) is comprised of holistic wealth management services, proprietary and 3 rd party investment management solutions, research and insights, and platform management, overseeing $800BB in assets for our clients. SAMS has a growing team of dedicated investment professionals with backgrounds ranging from financial research and due diligence, portfolio management, trading and operations, and client relationships. Each member of SAMS is committed to serving the needs of the investor. We are looking to add a Director to our talented client facing team.**What you are good at**The Regional Director will be responsible for managing a territory of Schwab's retail locations with the expectation of meeting clients' investment needs, thereby increasing assets under management for SAMS offerings. Building trusting relationships with consultants and advisors and providing education and support to their clients is key to the candidates' success. The Regional Director will partner with an internal team of professions to provide Schwab and clients/prospects with ongoing education, updates and information about investment products, and the investment philosophy, strategy, process, and performance of specific products. The primary focus will be to support Schwab Private Client, and internal and 3 rd party SMAs and wrap accounts. Regional Directors will also have a working knowledge of internal and 3 rd party annuities, mutual funds, ETFs, and money market funds.**What you have**+ Series 7 and Series 66 licenses required+ CFP or MBA equivalent required+ Ability to work remotely within the Mid-Atlantic region and travel across the region as needed (car and air). Mid-Atlantic region includes Maryland, Washington DC, Virginia, Tennessee, North Carolina & South Carolina.+ Experience in business development and relationship management with a proven record of success+ Experience with wealth management - financial planning and investment planning+ Understanding of traditional investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy+ Excellent communication skills (oral and written)+ Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc.+ Excellent client relationship management and marketing/sales skills**Why work for us?**Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore further (https://content.schwab.com/web/retail/public/about-schwab/charles\_schwab\_recruitment\_guide\_2020.pdf) .Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here (https://www.aboutschwab.com/EEO) to see the policy.Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281 (tel:800-275-1281) .TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore further (https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf).Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here (https://www.aboutschwab.com/EEO) to see the policy.Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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