Sr. Regional Manager - Active Trader Field Sales - Atlanta, GA

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Job ID:
20161215-4254
Job Category:
Sales/Business Development
Relevant Work Experience:
Project Management-6+ yrs, Trading-6+ yrs, Retirement Services-less than 2yrs, Retirement Services-2-5 yrs, Project Management-2-5 yrs, Trading-2-5 yrs, Staffing-less than 2 yrs, Retirement Services-6+ yrs, Staffing-2-5 yrs, Staffing-6+ yrs, Trading-less than 2 yrs, Regulatory, Project Management-less than 2 yrs, Risk Analysis
Current Licenses / Certifications:
FINRA Series 63, FINRA Series 10, FINRA Series 7, FINRA Series 9
Position Located In:
GA - Atlanta
Education:
BA/BS
Job Type:
Full Time

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

As a Sr. Regional Manager of Active Trader Field Sales at Charles Schwab, you will coach, counsel, and support a team of remote Active Investor Market Managers whose primary focus include growing the Active Trader client base, wholesaling, and providing client facing education in their dedicated markets.   You will establish and implement strategies /plans designed to insure that your team provides high client engagement, helps support Financial Consultants in their market areas, and drives incremental business growth.   Your general management skills and leadership competencies will be used to provide direction and deliver results. 

What you’ll do:

Typical daily activities include:

  • Coaching your team on best practices related to sales, education delivery, and wholesaling
  • Business planning, process management, and project work
  • Handling escalated situations
  • Expectation setting and performance management of your staff outreach and relationship building with key leaders in the branch network
  • Working with internal business partners
  • Analysis of performance data for trends and actions
  • Budget management
  • Performing compliance and administrative tasks

The Sr. Regional Manager of Active Trader Field Sales role is a critical link in Schwab’s efforts to successfully grow our trading business.
 
We believe that our values have helped us to build both a successful business model and an outstanding work environment.  We value teamwork, integrity, service, open communication, and perseverance.  If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab. 

What you have:

A desire to lead, a passion for sales management, and a deep commitment to client service are absolutely required. 

Required Skills:

  • A Bachelor's Degree is required
  • A minimum of 10  years in the financial services industry
  • A minimum of  3 years in a sales leadership  capacity (preferably  with prior remote management experience)
  • Deep knowledge of trading,  trading technology, and Active Trader business/ client base
  • Solid understanding of adult learning and education delivery
  • Strong presentation skills
  • Proven relationship building skills
  • Current and active Series 7, and  63 licenses
  • Series 9/10 or ability to obtain within 90 days of employment
  • Excellent communication skills (written and verbal)
  • Strong business judgment
  • Proven success  in sales, sales management , and overall leadership (previous project management and or business analysis experience a plus)

Role requires in market supervision of staff and support of Active Trader Client events. 30-40% travel. 

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

 


Learn more about Life@Schwab.


Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.


Position Located In:GA - Atlanta
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.