Director, Consultant Relations, Workplace Services - West Coast Region
Your Opportunity
Your opportunity
At Schwab, you are empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Charles Schwab has been a leader in financial services for four decades, working to make investing more affordable, accessible, and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best-in-class service, technology, products, people, and advice.
At Schwab Workplace Services (WS). our mission is to provide an extraordinary experience for our plan sponsors and give their employees access to education and resources they can use to help transform their financial lives by introducing them to all Schwab has to offer.
Schwab believes Consultant Intermediary Partners are critical to the growth and success of our Workplace Services organization. The Director, Consultant Relations will be tasked with creating and executing a plan to drive additional opportunities for our sales team and help to retain existing clients. You will achieve these goals by engaging our consultant partners regarding both Schwab's overall offering, as well as helping in the retention of existing clients whom the consultants offer ongoing support. If you are passionate about serving our partners and clients in helping millions of people reach their financial goals, we are excited to consider you for our Team! You will be focused on building relationships with Consultants based mainly on the West Coast.
What you have
Required Qualifications
- Five years directly related work experience (in sales, retirement consulting and/or relationship management)
- Existing and/or the ability to create strong relationships with key consulting firms and their internal decision makers.
- In-depth knowledge of retirement plan markets and investment solutions
- Ability to communicate via multiple channels and build strong business relationships
- Ability to travel up to 50% of the time, including overnight stays, via air travel, train, and/or automobile to various states to attend meetings with key parties within assigned distribution channels.
- Ability to manage multiple priorities with strict deadlines
- Strong track record of achieving business development targets
- Ability and desire to help develop internal partners with talent development and training
- Ability to create a strategic business plan to drive new sales opportunities
- FINRA Series 7 and 66 licenses required. A Condition of Employment may be considered for highly qualified candidates
Preferred Qualifications
- BA/BS
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
Required Qualifications
- Five years directly related work experience (in sales, retirement consulting and/or relationship management)
- Existing and/or the ability to create strong relationships with key consulting firms and their internal decision makers.
- In-depth knowledge of retirement plan markets and investment solutions
- Ability to communicate via multiple channels and build strong business relationships
- Ability to travel up to 50% of the time, including overnight stays, via air travel, train, and/or automobile to various states to attend meetings with key parties within assigned distribution channels.
- Ability to manage multiple priorities with strict deadlines
- Strong track record of achieving business development targets
- Ability and desire to help develop internal partners with talent development and training
- Ability to create a strategic business plan to drive new sales opportunities
- FINRA Series 7 and 66 licenses required. A Condition of Employment may be considered for highly qualified candidates
Preferred Qualifications
- BA/BS
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment 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 to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.