Advisor Services, Business Development Officer
Job Description
About the Role
Title: Advisor Services, Business Development Officer, Large Market – TEXAS
Your Opportunity
Schwab Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales person like you! Our heritage of serving advisors by bringing them the “Best of Schwab,” our specialized expertise, and our continued investment in their business is unparalleled. Your experience and commitment can help make it possible for us to offer a depth and breadth of services supported by leading technology and experienced people to our advisor clients to help them profitably grow, compete, and succeed in their business efforts.
The position can be either hybrid (if an Advisor Services Sales office is nearby) or fully remote- Must live within the territory: TEXAS
In addition to the salary range, this role is also eligible for sales bonus opportunities
Base Salary- $165k-$245k
Seeking dynamic financial services sales professional with proven track record of success in recruiting and/or RIA custody sales. The successful candidate will be joining a seasoned team of consultative B2B sales experts who focus on large and complex advisors, independent broker dealer reps and trust/bank professionals. You will partner with internal consultants to position Schwab’s platform, products, and people in an authentic and transparent manner and champion the fiduciary advice model and Schwab’s leadership position in the RIA industry.
Attributes:
Comfortable engaging with a wide range of firms: traditional wirehouse teams, independent advisors, family offices, trust companies, large branches/OSJ’s and broker/dealers
Passionate about the benefits of moving from traditional firms to the independent fiduciary model as represented by the modern RIA backed by the industry’s largest and most capable custodian
Driven to be successful, with a demonstrated ability to develop a sales region using a disciplined approach to planning and implementing the required strategies and tactics
Developed network of industry contacts
Strong executive presence – establishes credibility and speaks with authority and knowledge in the boardroom or via video conference
Leadership skills – capable leader of cross-organizational teams (both internal and external), leverages diplomacy to move a process forward and helps team members feel supported & valued
A good fit with Schwab culture and seeing the business through our client’s eyes
What you have
What you have:
Our ideal candidate will be an entrepreneurial self-starter; and have a proven ability to exceed quarterly goals as set by the company
Bachelor’s degree
A valid and active FINRA Series 7 and 63 licenses required
Must have a minimum of 5 years of proactive sales experience in the financial services and RIA industry
Must have a minimum of 5 years experience recruiting advisors in RIA sales/financial services industry
Demonstrated ability to manage complaicated business-to-business sales situations
Strong interpersonal skills, comprehensive industry knowledge, comfortable with new relationships and cold calling opportunities
Substantial knowledge of competitor’s products, servces, sales tactics and weaknesses
