Team Manager, Investor Development - Indianapolis, IN

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Job ID:
20170516-2439
Job Category:
Sales/Business Development
Relevant Work Experience:
Business Development and Sales-2-5 yrs
Current Licenses / Certifications:
FINRA Series 66, Life Insurance, FINRA Series 10, FINRA Series 7, FINRA Series 9
Position Located In:
IN - Indianapolis
Education:
BA/BS
Job Type:
Full Time
Description:

Indianapolis - IN, INDYC, 8332 Woodfield Crossing Blvd, 46240-2482
Michelle Lynn Huber
20170516-2439

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:

The purpose of Schwab Acquisition Delivery is to bring new clients to the firm and to deepen the relationship with existing clients. This team’s focus is to ensure that every client experiences the very best Schwab has to offer.  The Acquisition Team focuses on retail prospects and client lead opportunities through outbound and inbound interactions with the goal of establishing a new client relationship.

To learn more about our client offerings visit: Charles Schwab - Investor Services

The purpose of Schwab Acquisition Delivery is to bring new clients to the firm and to deepen the relationship with existing clients. This team’s focus is to ensure that every client experiences the very best Schwab has to offer.  The Acquisition Team focuses on retail prospects and client lead opportunities. 

What you’ll do:

Lead your team in supporting the firm's acquisition and growth efforts to deepen client relationships through ensuring that our clients experience the very best Schwab has to offer. Your team of Investment Consultants proactively works with existing, new and potential clients to address their financial needs and to help them achieve financial fitness. The consultant engages clients in needs-based dialogue to gain a thorough understanding of the client needs and to position the appropriate Schwab strategies and services and helping to consolidate assets and account to Schwab.

Perform regular monitoring of business development conversations and sales activities to ensure adherence to policies and procedures as well as to ensure the appropriate client experience and business development opportunity recognition. Identify opportunities and implement regular coaching sessions with each Consultant to solidify and refine their sales process, skills, and the client experience. Develop and maintain relationships with key partners such as; Branch Network, Client Services and Marketing.

A typical day would include sales coaching and sales process management, development of team with effective training and performance management, analysis of performance data for trends and actions, interviewing prospective employees, collaborating with business partners and performing the compliance and administrative tasks inherent in our industry.

To learn more about the culture at Schwab, click here to meet our people.  

 

What you have:

  • Minimum of 5 years in financial services industry with at least two years of previous sales experience.
  • Proven success in establishing quality cross enterprise partnerships.
  • Excellent working knowledge of Schwab's retail products and services. 
  • Demonstrated leadership, management and motivational skills.
  • A desire to lead, passion for sales management and a deep commitment to client service.
  • Excellent communication skills and a track record of proven success in sales and overall leadership.
  • Undergraduate Degree is required
  • Active and valid FINRA Series 7
  • Active and valid FINRA Series 9/10
  • Active and valid FINRA Series 66 (63/65) may be obtained within 120 days of employment
  • Active and valid Insurance – Life & Health (may be obtained within 120 days of employment 

What you’ll get:

  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • 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.


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 66, Life Insurance, FINRA Series 10, FINRA Series 7, FINRA Series 9
Relevant Work Experience: Business Development and Sales-2-5 yrs
Position Located In: IN - Indianapolis
Education: BA/BS
Job Type: Full Time

Category:Sales/Business Development
Activation Date: Friday, June 16, 2017
Expiration Date: Saturday, July 1, 2017
Apply Here
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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.