Charles Schwab Inc.

You will serve as a trusted voice for clients, resolving complex financial needs through active listening and empathetic guidance. You will also partner with teammates to advocate for client needs and strengthen long-term relationships.

Lead sales-focused training workshops and consulting engagements to help advisory firms improve business development and client acquisition. Design scalable sales training curricula and partner with Relationship Managers to drive behavioral change and growth for RIA clients.

The Director of Business Development acts as a subject matter expert to drive engagement with bank products among Financial Consultants and retail clients. The role involves leading a large territory to enhance business development activities and product knowledge.

Serve as a strategic partner to Registered Investment Advisors by designing and implementing technology strategies that align with business objectives. Lead the evaluation of third-party technology providers and oversee the seamless integration of these solutions into the firm's operations.

Manage complex relationships with top-tier independent investment advisors to drive growth, efficiency, and retention. Coordinate with internal partners to support the adoption of Wealth Management Services and conduct business reviews and client events.