Business Development Officer - Centralized Team
Your Opportunity
Your opportunity
Schwab Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a salesperson 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, contend, and succeed in their business efforts.
This is an opportunity for driven, consultative sales professional who enjoys building relationships, navigating complexity, and influencing outcomes in a fast-paced, advisor-centric environment.
Your day-to-day impact includes:
- Prospecting and engaging independent advisors with $12MM- $100MM in AUM through outbound and cold-calling efforts, leading conversations that explore independence or a new custodial relationship across wirehouse, independent broker-dealer, trust bank, and fee-based channels.
- Leading consultative sales conversations to understand advisor goals and position Schwab solutions
- Managing complex sales cycles, including discovery, pricing discussions, and close
- Partnering with Relationship Management, Service, and Marketing representatives as we onboard new relationships and you transition them into the ongoing support model
- Guiding advisors through onboarding milestones and welcome activities to set the foundation for a successful long-term relationship
- This is a phone-based sales role that does not travel. It is an outbound prospecting and virtual advisor engagement sales role.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site at one of these specified locations.
- Orlando: 1958 Summit Park Dr, Orlando FL 32810
- Westlake: 3000 Schwab Way, Westlake, TX 76262
What you have
Our ideal candidate will be an entrepreneurial self-starter; and have a validated ability to exceed quarterly goals as set by the company.
Required Qualifications
- Bachelor’s degree
- Active and valid FINRA Series 7 and 63 licenses
- At least three years of experience driving proactive sales in the financial services industry
- Ability to navigate and lead complex business-to-business sales conversations from discovery to close
- Strong interpersonal skills, comprehensive industry knowledge, comfort with new relationships and cold calling opportunities
- Brings real-world experience and understanding of competitors’ products, sales tactics, and weaknesses— and knows how to use that insight in conversations.
Preferred Qualifications
- Experience recruiting advisors from wirehouse, independent broker-dealer, or trust bank channels
- Familiarity with advisory custody platforms, onboarding processes, and transition planning
- Comfort using data, insights, and market intelligence to tailor sales strategies
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
Our ideal candidate will be an entrepreneurial self-starter; and have a validated ability to exceed quarterly goals as set by the company.
Required Qualifications
- Bachelor’s degree
- Active and valid FINRA Series 7 and 63 licenses
- At least three years of experience driving proactive sales in the financial services industry
- Ability to navigate and lead complex business-to-business sales conversations from discovery to close
- Strong interpersonal skills, comprehensive industry knowledge, comfort with new relationships and cold calling opportunities
- Brings real-world experience and understanding of competitors’ products, sales tactics, and weaknesses— and knows how to use that insight in conversations.
Preferred Qualifications
- Experience recruiting advisors from wirehouse, independent broker-dealer, or trust bank channels
- Familiarity with advisory custody platforms, onboarding processes, and transition planning
- Comfort using data, insights, and market intelligence to tailor sales strategies
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.